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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
$4.18B
2
FCAS
First Command Advisory Services
Texas
$532M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.04B
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$4.43B
5
PFO
Pathstone Family Office
New Jersey
$358M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$171M
2
MRC
Millburn Ridgefield Corp
New York
$390M
3
CCA
Catalyst Capital Advisors
New York
$390M
4
Wells Fargo
Wells Fargo
California
$2.51B
5
Natixis Advisors
Natixis Advisors
Massachusetts
$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
151
Equitable Holdings
New York
$44.6M +$3.5M +70,085 +9%
PAG
152
Private Advisor Group
New Jersey
$44.5M +$784K +15,725 +2%
VFA
153
Voya Financial Advisors
Connecticut
$42.5M +$18.7M +374,295 +79%
HSBC Holdings
154
HSBC Holdings
United Kingdom
$42.3M +$7.48K +150 +0%
Cetera Investment Advisers
155
Cetera Investment Advisers
Illinois
$41.9M +$4.1M +82,255 +11%
CPIG
156
Chicago Partners Investment Group
Illinois
$41.5M +$1.25M +26,400 +3%
GW
157
GW & Wade
Massachusetts
$41.1M +$2.09M +41,910 +5%
WPA
158
West Paces Advisors
Georgia
$39.8M +$96.2K +1,930 +0.2%
PP
159
PDS Planning
Ohio
$39.6M +$1.42M +28,465 +4%
CFG
160
CKW Financial Group
Hawaii
$39.2M +$539K +10,815 +1%
HFS
161
HBC Financial Services
Washington
$38.6M +$64.8K +1,300 +0.2%
GFG
162
GR Financial Group
Arizona
$38.3M +$666K +13,350 +2%
FMWA
163
Forvis Mazars Wealth Advisors
Missouri
$38.1M -$974K -19,535 -2%
FBFS
164
First Business Financial Services
Wisconsin
$37.5M +$113K +2,260 +0.3%
AA
165
ALPS Advisors
Colorado
$37.3M -$4.64M -93,025 -11%
BOS
166
Bank of Stockton
California
$37.3M -$1.4M -29,690 -4%
Citadel Advisors
167
Citadel Advisors
Florida
$37.2M +$30M +600,770 +412%
Manulife (Manufacturers Life Insurance)
168
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$37.1M +$20.7K +415 +0.1%
Mercer Global Advisors
169
Mercer Global Advisors
Colorado
$36.9M -$12.8M -257,160 -26%
T
170
TrueFG
Texas
$36.8M +$1.17M +23,425 +3%
SPP
171
Single Point Partners
Massachusetts
$36.5M +$36.5M +728,210 New
EWM
172
Evermay Wealth Management
Virginia
$36M +$387K +7,725 +1%
Citigroup
173
Citigroup
New York
$36M +$17.3M +346,000 +92%
BPA
174
Beacon Pointe Advisors
California
$35.3M +$112K +2,240 +0.3%
JWA
175
JFS Wealth Advisors
Pennsylvania
$35.3M +$523K +10,495 +2%
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