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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 %
HAIM
1751
Hunter Associates Investment Management
Pennsylvania
$255K +$4.97K +100 +2%
RJTCONH
1752
Raymond James Trust Company of New Hampshire
New Hampshire
$255K -$19.4K -390 -7%
CRI
1753
Colonial River Investments
Virginia
$254K -$341K -6,845 -57%
CDH
1754
Charles D. Hyman
$254K – – –
MAM
1755
McLean Asset Management
Virginia
$254K +$42.6K +855 +20%
ACI
1756
Alpha Cubed Investments
California
$253K -$92.3K -1,850 -27%
RIM
1757
Redwood Investment Management
Arizona
$253K +$253K +5,070 New
FCM
1758
Fortis Capital Management
Washington
$252K +$22K +440 +10%
AA
1759
Aufman Associates
Pennsylvania
$252K – – –
WTA
1760
Washington Trust Advisors
Massachusetts
$251K – – –
BFA
1761
Bluestem Financial Advisors
Illinois
$250K – – –
MPW
1762
Monterey Private Wealth
California
$250K -$19.5K -390 -7%
BAM
1763
Bosun Asset Management
Illinois
$249K – – –
JJBC
1764
James J. Burns & Company
New York
$249K -$2.99K -60 -1%
APWA
1765
Atlas Private Wealth Advisors
New Jersey
$247K -$2.25K -45 -0.9%
GA
1766
Greenspring Advisors
Maryland
$247K – – –
BAG
1767
Bridgewealth Advisory Group
California
$247K +$247K +4,950 New
OA
1768
Operose Advisors
Wisconsin
$246K +$114K +2,280 +86%
B
1769
Bellecapital
Switzerland
$245K – – –
AI
1770
Auour Investments
Massachusetts
$245K – – –
CPG
1771
Cornerstone Planning Group
New Jersey
$244K +$60.6K +1,215 +33%
HIM
1772
Hanlon Investment Management
New Jersey
$243K +$243K +4,870 New
OWM
1773
Orgel Wealth Management
Wisconsin
$241K – – –
MM
1774
Main Management
California
$241K – – –
DBIA
1775
Dumont & Blake Investment Advisors
New Jersey
$239K -$7.49K -150 -3%
69 70
71
72 73