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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 %
AWM
1701
Aspire Wealth Management
Massachusetts
$288K +$183K +3,675 +175%
MWM
1702
Madison Wealth Management
Ohio
$288K -$1.5K -30 -0.5%
Luther King Capital Management (LKCM)
1703
Luther King Capital Management (LKCM)
Texas
$288K -$301K – –
ACM
1704
AlphaStar Capital Management
North Carolina
$287K -$2.24K -45 -0.8%
BSA
1705
Bull Street Advisors
Georgia
$287K – – –
EA
1706
Ellsworth Advisors
Ohio
$287K +$36.9K +765 +15%
CF
1707
Convergence Financial
Missouri
$287K +$21.9K +440 +8%
TL
1708
Tradewinds LLC
North Carolina
$287K +$287K +5,745 New
AWM
1709
Aberdeen Wealth Management
Illinois
$286K – – –
FCFC
1710
First Commonwealth Financial Corp
Pennsylvania
$286K – – –
ACM
1711
Advance Capital Management
Michigan
$285K – – –
AWAG
1712
ARS Wealth Advisors Group
Florida
$285K +$285K +5,715 New
GCA
1713
Gradient Capital Advisors
California
$285K – – –
FWI
1714
Facet Wealth Inc
Maryland
$285K -$22.2K -470 -7%
CPIA
1715
Cornell Pochily Investment Advisors
New York
$282K +$282K +5,650 New
GSC
1716
Grey Street Capital
Illinois
$282K – – –
NB
1717
Nicolet Bankshares
Wisconsin
$282K – – –
BP
1718
BCK Partners
New York
$281K -$38.2K -765 -12%
MWA
1719
Monograph Wealth Advisors
California
$280K +$12K +240 +4%
TBNY
1720
Trustco Bank (New York)
New York
$280K – – –
MWM
1721
McNaughton Wealth Management
California
$279K – – –
VAS
1722
Vestmark Advisory Solutions
Massachusetts
$279K -$910K -18,245 -77%
RWM
1723
Rockwood Wealth Management
Pennsylvania
$275K -$9.97K -200 -4%
BTW
1724
Boston Trust Walden
Massachusetts
$274K – – –
SRWM
1725
Shira Ridge Wealth Management
California
$273K +$47.1K +945 +21%
67 68
69
70 71