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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 %
BCM
1776
BTC Capital Management
Iowa
$238K – – –
BMC
1777
Beaton Management Company
Massachusetts
$238K +$1.49K +30 +0.6%
STA
1778
Summit Trail Advisors
New York
$238K – – –
TW
1779
Transform Wealth
Colorado
$238K -$144K -2,875 -38%
TYCC
1780
Texas Yale Capital Corp
Florida
$238K – – –
RIL
1781
Rothschild Investment LLC
Illinois
$237K +$1.99K +40 +0.8%
ZIG
1782
Zuckerman Investment Group
Illinois
$236K – – –
SF
1783
Safeguard Financial
Wisconsin
$235K -$27.9K -560 -11%
EWA
1784
Evolution Wealth Advisors
Florida
$235K +$11.7K +235 +5%
MFWP
1785
Mosaic Family Wealth Partners
Missouri
$235K – – –
IIM
1786
InTrack Investment Management
Vermont
$234K +$234K +4,700 New
TA
1787
TrueWealth Advisors
Alabama
$234K +$234K +4,690 New
LA
1788
LVW Advisors
New York
$233K – – –
CCMI
1789
Creative Capital Management Investments
California
$232K – – –
DI
1790
DFPG Investments
Utah
$231K +$231K +4,795 New
GI
1791
Gradient Investments
Minnesota
$230K -$71.6K -1,435 -24%
NRC
1792
New Republic Capital
North Carolina
$229K -$207K -4,155 -48%
HFS
1793
Heritage Financial Services
Massachusetts
$228K -$997 -20 -0.4%
AOWM
1794
Alpha Omega Wealth Management
Virginia
$228K – – –
SL
1795
Sentry LLC
Tennessee
$228K – – –
HWP
1796
Heritage Wealth Partners
Ohio
$227K -$17K -340 -7%
GIP
1797
Granite Investment Partners
California
$227K – – –
SWM
1798
Seed Wealth Management
Illinois
$227K – – –
CFGSD
1799
Compass Financial Group (South Dakota)
South Dakota
$227K -$1.25K -25 -0.5%
SF
1800
Slagle Financial
Illinois
$226K +$5.98K +120 +3%
70 71
72
73 74