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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 %
LA
1476
LexAurum Advisors
Kansas
$466K +$113K +2,275 +32%
GKWIM
1477
Gerber Kawasaki Wealth & Investment Management
California
$465K +$116K +2,335 +33%
DP
1478
Dearborn Partners
Illinois
$465K -$98.3K -1,970 -17%
PAM
1479
Peak Asset Management
Colorado
$464K -$62.1K -1,245 -12%
CCMG
1480
Clark Capital Management Group
Pennsylvania
$464K +$46.9K +940 +11%
BST
1481
Bath Savings Trust
Maine
$463K -$6.23K -125 -1%
NAMP
1482
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$463K +$212K +4,250 +85%
CWA
1483
Consilium Wealth Advisory
Texas
$462K – – –
MIC
1484
Meridian Investment Counsel
California
$461K – – –
PWP
1485
Private Wealth Partners
California
$459K +$748 +15 +0.2%
AFC
1486
Adaptive Financial Consulting
Ohio
$459K +$7.48K +150 +2%
PCH
1487
PGIM Custom Harvest
New Jersey
$458K -$61.6K -1,235 -12%
AFAS
1488
Acorn Financial Advisory Services
Virginia
$454K +$19.1K +385 +4%
FA
1489
Fountainhead AM
New Jersey
$453K +$499 +10 +0.1%
RPCA
1490
Running Point Capital Advisors
California
$453K – – –
SVWAG
1491
Sound View Wealth Advisors Group
Georgia
$453K +$238K +4,770 +111%
LFRG
1492
Lazard Frères Gestion
France
$452K +$452K +9,050 New
PAMG
1493
Patton Albertson Miller Group
Tennessee
$452K +$260K +5,205 +135%
SWA
1494
Sutton Wealth Advisors
Florida
$451K +$260K +5,220 +136%
AAM
1495
Augustine Asset Management
Florida
$449K – – –
NB
1496
Northwest Bancshares
Pennsylvania
$449K +$213K +4,275 +90%
VP
1497
Verum Partners
North Carolina
$449K +$449K +9,000 New
EDRH
1498
Edmond de Rothschild Holding
Switzerland
$449K -$137K -2,750 -23%
SPI
1499
Sutton Place Investors
New York
$449K +$131K +2,625 +41%
TFP
1500
Tilia Fiduciary Partners
North Carolina
$448K -$4.99K -100 -1%
58 59
60
61 62