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iShares Core S&P Mid-Cap ETF
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Overview Fund Activity

1,995 hedge funds and large institutions have $54.2B invested in iShares Core S&P Mid-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 830 increasing their positions, 696 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,995
Holders Change
+45
Holders Change %
+2.31%
% of All Funds
31.81%
Holding in Top 10
327
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
5.21%
New
146
Increased
830
Reduced
696
Closed
76
Calls
$27.7M
Puts
$8.76M
Net Calls
+$18.9M
Net Calls Change
-$8.72M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$2.47B
2
FCAS
First Command Advisory Services
Texas
+$494M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$330M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$303M
5
PFO
Pathstone Family Office
New Jersey
+$297M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$178M
2
MRC
Millburn Ridgefield Corp
New York
-$106M
3
CCA
Catalyst Capital Advisors
New York
-$106M
4
Wells Fargo
Wells Fargo
California
-$70.7M
5
Natixis Advisors
Natixis Advisors
Massachusetts
-$55.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
ITIM
1426
Indiana Trust & Investment Management
Indiana
$523K +$523K +10,485 New
HWA
1427
HHM Wealth Advisors
Tennessee
$520K – – –
HWM
1428
Howard Wealth Management
Connecticut
$519K – – –
ERWM
1429
Elk River Wealth Management
Colorado
$517K -$8.02K -160 -2%
SSA
1430
Schonfeld Strategic Advisors
New York
$517K +$517K +10,370 New
WP
1431
Westmount Partners
California
$516K +$116K +2,320 +29%
ACP
1432
Aviance Capital Partners
Florida
$515K – – –
MCM
1433
Mitchell Capital Management
Kansas
$513K +$5.24K +105 +1%
CRI
1434
Commonwealth Retirement Investments
Virginia
$513K +$276K +5,530 +116%
TB
1435
Terril Brothers
Missouri
$512K – – –
IA
1436
Insight Advisors
Pennsylvania
$510K -$3.49K -70 -0.7%
BIP
1437
Blueprint Investment Partners
North Carolina
$504K -$127K -2,550 -20%
WAL
1438
W Advisors LLC
Tennessee
$504K +$203K +4,080 +68%
PW
1439
Peninsula Wealth
California
$504K +$504K +10,660 New
DCM
1440
Dimension Capital Management
Florida
$503K +$2.24K +45 +0.4%
CWP
1441
CFM Wealth Partners
Texas
$500K – – –
CAM
1442
Carret Asset Management
New York
$500K +$499 +10 +0.1%
SIA
1443
Schechter Investment Advisors
Michigan
$499K +$499K +10,005 New
SBLIC
1444
Security Benefit Life Insurance Company
Kansas
$499K – – –
MWA
1445
Motive Wealth Advisors
Michigan
$494K -$36.9K -740 -7%
FNB
1446
Farmers National Bank
Kentucky
$493K – – –
RWM
1447
Ritholtz Wealth Management
New York
$492K -$36.4K -730 -7%
CWM
1448
Collaborative Wealth Management
Florida
$491K +$24.2K +485 +5%
AP
1449
Arlington Partners
Alabama
$491K – – –
AT
1450
Arlington Trust
Alabama
$491K +$491K +9,850 New
56 57
58
59 60