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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 %
SAM
1626
Sawgrass Asset Management
Florida
$339K – – –
VCAM
1627
Van Cleef Asset Management
Ohio
$338K -$21.4K -430 -6%
LMKC
1628
L.M. Kohn & Company
Ohio
$338K -$9.98K -200 -3%
FNA
1629
First National Advisers
Nebraska
$337K +$337K +6,760 New
FGG
1630
Financial Guidance Group
Florida
$336K – – –
CLG
1631
Cooperman Leon G
$332K +$332K +6,650 New
MFG
1632
Mendota Financial Group
Wisconsin
$331K – – –
FPCP
1633
Fort Point Capital Partners
California
$329K -$37.4K -750 -10%
CPC
1634
Consolidated Planning Corp
Georgia
$327K -$174K -3,495 -35%
AWM
1635
Abound Wealth Management
Tennessee
$326K – – –
ERIM
1636
Eagle Ridge Investment Management
Connecticut
$325K +$13.7K +275 +4%
CA
1637
CGN Advisors
Kansas
$323K +$129K +2,585 +66%
ACM
1638
Arlington Capital Management
Illinois
$322K -$14K -280 -4%
MTC
1639
McDaniel Terry & Co
Texas
$321K – – –
SVCP
1640
Silicon Valley Capital Partners
California
$319K – – –
ZCM
1641
Ziegler Capital Management
Illinois
$317K – – –
WWP
1642
WR Wealth Planners
Missouri
$317K +$317K +6,355 New
BCP
1643
Berkeley Capital Partners
Georgia
$316K -$59.6K -1,195 -16%
STC
1644
Sarah T. Connolly
$315K – – –
PD
1645
Planning Directions
Pennsylvania
$315K -$2K -40 -0.6%
BFG
1646
Berger Financial Group
Minnesota
$315K – – –
CAM
1647
Clark Asset Management
New Hampshire
$315K +$32.7K +655 +12%
RFA
1648
Resurgent Financial Advisors
Georgia
$315K +$79.1K +1,585 +34%
CCA
1649
Column Capital Advisors
Indiana
$314K +$85.5K +1,715 +37%
KC
1650
Kingfisher Capital
North Carolina
$314K – – –
64 65
66
67 68