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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 %
GP
1826
Geneva Partners
Wisconsin
$212K +$14.2K +285 +7%
CB
1827
CNB Bank
Pennsylvania
$212K +$212K +4,245 New
CMI
1828
Clare Market Investments
Texas
$211K +$211K +4,225 New
DA
1829
Detalus Advisors
Missouri
$211K -$1.75K -35 -0.8%
RLIM
1830
Red Lighthouse Investment Management
New York
$209K – – –
CAM
1831
Covenant Asset Management
New Jersey
$206K – – –
FFA
1832
Fi3 Financial Advisors
Indiana
$206K +$206K +4,135 New
GG
1833
Golden Green
South Carolina
$206K -$1.5K -30 -0.7%
LJAC
1834
L.J. Altfest & Co
New York
$206K -$4.98K -100 -2%
BBW
1835
Blue Barn Wealth
Utah
$206K -$6.99K -140 -3%
GSC
1836
Ground Swell Capital
South Carolina
$205K +$205K +4,110 New
PIFP
1837
Partners in Financial Planning
Virginia
$205K – – –
CCM
1838
Chilton Capital Management
Texas
$204K – – –
RCM
1839
Raleigh Capital Management
North Carolina
$204K +$204K +4,095 New
DT
1840
Daniels + Tansey
Delaware
$204K -$19.4M -454,255 -99%
GIA
1841
Goodwin Investment Advisory
Georgia
$204K -$29.2K -585 -13%
CWM
1842
Chemistry Wealth Management
New York
$204K +$11K +220 +6%
NCM
1843
Northwest Capital Management
Oregon
$203K – – –
BWP
1844
Balboa Wealth Partners
Arizona
$203K +$203K +4,070 New
FRA
1845
Front Row Advisors
California
$203K +$1.75K +35 +0.9%
MGIA
1846
Matthew Goff Investment Advisor
Texas
$201K – – –
AC
1847
ASB Consultores
Florida
$200K -$200K -4,020 -50%
FMTCOCP
1848
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$199K – – –
CIA
1849
Choate Investment Advisors
Massachusetts
$197K -$604K -12,115 -75%
AA
1850
Addison Advisors
Vermont
$194K – – –
72 73
74
75 76