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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 %
AWM
1451
Aprio Wealth Management
Georgia
$491K – – –
GWANC
1452
Guardian Wealth Advisors (North Carolina)
North Carolina
$490K – – –
NPP
1453
New Potomac Partners
Maryland
$488K +$3.24K +65 +0.7%
LWCFA
1454
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$487K +$121K +2,485 +33%
SMA
1455
Seven Mile Advisory
New Jersey
$487K +$87.8K +1,760 +22%
GP
1456
Girard Partners
Pennsylvania
$487K -$39.7K -795 -8%
FC
1457
Financial Consulate
Maryland
$486K -$31.4K -630 -6%
ACM
1458
Ardent Capital Management
Ohio
$486K +$180K +3,605 +59%
RWRC
1459
R.W. Roge & Company
New York
$484K -$131K -2,835 -21%
FFP
1460
FourThought Financial Partners
Florida
$483K +$3.74K +75 +0.8%
OLVIG
1461
Oliver Lagore Vanvalin Investment Group
Michigan
$483K +$175K +3,505 +57%
AIM
1462
Athena Investment Management
California
$481K – – –
BWM
1463
BCS Wealth Management
Tennessee
$480K +$480K +9,615 New
PPW
1464
Parcion Private Wealth
Washington
$480K +$256K +5,130 +114%
SAM
1465
SP Asset Management
California
$479K – – –
NHC
1466
Nicholas Hoffman & Company
Georgia
$478K +$499 +10 +0.1%
CC
1467
Copperleaf Capital
North Carolina
$478K +$478K +9,575 New
GA
1468
Geller Advisors
New York
$477K – – –
PP
1469
Prosperity Planning
Missouri
$476K +$31.7K +635 +7%
LSPW
1470
Lake Street Private Wealth
Illinois
$475K -$33K -660 -7%
TW
1471
Towerpoint Wealth
California
$472K -$38.4K -770 -8%
BCM
1472
Becker Capital Management
Oregon
$467K – – –
SPWG
1473
Syntegra Private Wealth Group
Missouri
$467K +$140K +2,815 +43%
BIAS
1474
Beacon Investment Advisory Services
New Jersey
$467K -$21.7K -435 -4%
FF
1475
Financial Futures
New Jersey
$466K +$25.2K +505 +6%
57 58
59
60 61