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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 %
ACM
1801
Absolute Capital Management
Pennsylvania
$226K +$226K +4,515 New
GLA
1802
Great Lakes Advisors
Illinois
$226K +$24.4K +490 +12%
DWM
1803
Denver Wealth Management
Colorado
$225K – – –
HPIA
1804
Hamilton Point Investment Advisors
North Carolina
$225K – – –
MHWM
1805
Montz Harcus Wealth Management
Louisiana
$225K – – –
NFW
1806
Noble Family Wealth
Florida
$223K – – –
ST
1807
Sageworth Trust
Pennsylvania
$223K – – –
Schroder Investment Management Group
1808
Schroder Investment Management Group
United Kingdom
$223K – – –
SCA
1809
Stonebridge Capital Advisors
Minnesota
$223K +$27.7K +555 +14%
AWM
1810
Affinity Wealth Management
Delaware
$222K -$1.75K -35 -0.8%
AP
1811
Adero Partners
California
$221K – – –
AC
1812
Apella Capital
Connecticut
$221K +$221K +4,425 New
IAM
1813
Innovis Asset Management
Illinois
$219K – – –
PWA
1814
Provenance Wealth Advisors
Florida
$219K +$219K +4,395 New
WPC
1815
White Pine Capital
Minnesota
$219K -$48.1K -965 -18%
WFA
1816
WestHill Financial Advisors
California
$218K -$1.75K -35 -0.8%
FC
1817
Forte Capital
New York
$217K +$217K +4,355 New
VBFG
1818
Vishria Bird Financial Group
Tennessee
$217K – – –
SW
1819
SkyOak Wealth
Michigan
$216K – – –
RWS
1820
Resolute Wealth Strategies
Mississippi
$215K -$12.5K -250 -5%
FFM
1821
Forum Financial Management
Illinois
$215K -$3.24K -65 -1%
FRA
1822
Frank Rimerman Advisors
California
$214K – – –
AWA
1823
Aletheian Wealth Advisors
Washington
$214K -$2.49K -50 -1%
CIP
1824
Capital Insight Partners
Arizona
$212K – – –
CPSAC
1825
Chas P. Smith & Associates (CPS)
Florida
$212K +$212K +4,255 New
71 72
73
74 75