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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 %
JPMIA
1651
J.P. Marvel Investment Advisors
Massachusetts
$314K – – –
IAS
1652
Insigneo Advisory Services
Florida
$314K +$71.4K +1,425 +29%
CST
1653
Charles Schwab Trust
Nevada
$313K – – –
DFG
1654
Delta Financial Group
New Jersey
$313K +$313K +6,280 New
LAM
1655
LifePro Asset Management
California
$312K +$71.6K +1,435 +30%
AA
1656
Ashford Advisors
New York
$312K – – –
AIC
1657
Archer Investment Corporation
Indiana
$312K +$7.98K +160 +3%
FB
1658
First Bancorp
Maine
$311K -$23.2K -465 -7%
MAM
1659
Mystic Asset Management
Rhode Island
$310K +$310K +6,225 New
ZIC
1660
ZWJ Investment Counsel
Georgia
$309K +$4.74K +95 +2%
LIA
1661
LS Investment Advisors
Michigan
$308K – – –
IA
1662
Inspire Advisors
Idaho
$308K +$44.6K +895 +17%
PCS
1663
Personal CFO Solutions
New Jersey
$307K +$4.49K +90 +1%
AL
1664
ADE LLC
Maryland
$307K – – –
TAM
1665
Tucker Asset Management
Colorado
$306K – – –
ADL
1666
Asset Dedication LLC
California
$306K – – –
AGC
1667
Aspen Grove Capital
Colorado
$306K – – –
AWM
1668
Avaii Wealth Management
Wisconsin
$305K -$7.98K -160 -3%
SWM
1669
Sugarloaf Wealth Management
Georgia
$305K +$38.6K +775 +15%
CCFM
1670
Clear Creek Financial Management
Washington
$304K +$304K +5,995 New
EP
1671
Eudaimonia Partners
Tennessee
$303K -$193K -3,860 -39%
MCCA
1672
Mill Creek Capital Advisors
Pennsylvania
$303K -$39.9K -800 -12%
CCT
1673
Capital City Trust
Florida
$302K – – –
X
1674
Xponance
Pennsylvania
$301K -$398K -7,975 -57%
VCM
1675
Vivaldi Capital Management
Illinois
$301K -$2.49K -50 -0.8%
65 66
67
68 69