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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 %
OAM
1576
Occidental Asset Management
California
$379K -$25.7K -515 -6%
KTA
1577
Keeley-Teton Advisors
Illinois
$378K -$17.5K -350 -4%
MHIC
1578
Marble Harbor Investment Counsel
Massachusetts
$377K +$377K +7,550 New
SCM
1579
Schnieders Capital Management
California
$376K -$6.23K -125 -2%
FM
1580
Family Management
New York
$375K – – –
TT
1581
TI-Trust
Illinois
$375K – – –
ICM
1582
IMS Capital Management
Oregon
$375K -$46.6K -935 -11%
LC
1583
Lavaca Capital
Texas
$374K +$127K +2,550 +52%
SAM
1584
Selway Asset Management
$374K – – –
KWA
1585
Kingswood Wealth Advisors
California
$373K +$373K +7,470 New
SW
1586
Simplicity Wealth
New Jersey
$372K +$372K +7,465 New
RFWA
1587
RPg Family Wealth Advisory
Massachusetts
$371K – – –
BMM
1588
Buffington Mohr McNeal
Idaho
$369K -$33.7K -675 -8%
RCM
1589
Radnor Capital Management
Pennsylvania
$367K +$367K +7,350 New
ME
1590
McIlrath & Eck
Washington
$364K +$9.97K +200 +3%
PIA
1591
Powell Investment Advisors
Florida
$364K – – –
JFG
1592
JMG Financial Group
Illinois
$363K -$3.74K -75 -1%
SCP
1593
Sandhill Capital Partners
New York
$362K +$103K +2,075 +40%
MIAS
1594
Mason Investment Advisory Services
Virginia
$361K – – –
KWM
1595
KFG Wealth Management
Indiana
$361K +$92.2K +1,850 +34%
PI
1596
PFG Investments
New York
$360K -$10.7K -215 -3%
MPCL
1597
My Personal CFO LLC
Washington
$358K – – –
LSA
1598
Lion Street Advisors
Texas
$357K -$15.7K -315 -4%
NAS
1599
Nicolet Advisory Services
Wisconsin
$357K +$29.9K +615 +9%
DWM
1600
Defined Wealth Management
Oregon
$356K -$997 -20 -0.3%
62 63
64
65 66