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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 %
GFG
1676
Greystone Financial Group
Michigan
$301K -$1.75K -35 -0.6%
PWM
1677
Paulson Wealth Management
Illinois
$300K – – –
GWM
1678
Gray Wealth Management
Maine
$300K – – –
CA
1679
CapWealth Advisors
Tennessee
$300K -$15.7K -315 -5%
BAM
1680
BOS Asset Management
Illinois
$300K +$44.4K +890 +17%
PGAM
1681
Princeton Global Asset Management
New Jersey
$299K – – –
Toronto Dominion Bank
1682
Toronto Dominion Bank
Ontario, Canada
$299K – – –
LOPW
1683
Live Oak Private Wealth
North Carolina
$298K +$16K +320 +6%
FM
1684
Foster & Motley
Ohio
$298K +$80.7K +1,620 +37%
GC
1685
Garde Capital
Washington
$298K +$298K +5,970 New
BO
1686
Bank OZK
Arkansas
$298K -$748 -15 -0.3%
HWM
1687
Hohimer Wealth Management
Washington
$295K -$105K -2,105 -26%
RW
1688
RVW Wealth
California
$294K -$133K -2,675 -31%
JC
1689
Jentner Corp
Ohio
$294K – – –
AA
1690
Auxano Advisors
Washington
$294K +$748 +15 +0.3%
PCM
1691
Princeton Capital Management
New Jersey
$294K – – –
FA
1692
Faithward Advisors
Pennsylvania
$294K -$4.86K -100 -2%
SEM
1693
Strategic Equity Management
Arizona
$293K +$293K +5,880 New
BWP
1694
Bernardo Wealth Planning
Pennsylvania
$293K +$24.9K +500 +9%
IWP
1695
IAG Wealth Partners
Wisconsin
$293K -$11.5K -230 -4%
HC
1696
Hoese & Co
Minnesota
$293K – – –
FAM
1697
Family Asset Management
South Carolina
$291K +$10.2K +205 +4%
HIP
1698
HUB Investment Partners
Texas
$289K -$8.98K -180 -3%
SWIG
1699
Strategic Wealth Investment Group
Kentucky
$289K +$32.4K +650 +13%
PO
1700
Private Ocean
California
$289K +$53.9K +1,080 +23%
66 67
68
69 70