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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 %
TSW
1851
Thompson Siegel & Walmsley
Virginia
$193K – – –
APC
1852
Aspire Private Capital
North Carolina
$185K +$185K +3,700 New
GWSG
1853
GPS Wealth Strategies Group
Colorado
$184K -$20.9K -420 -10%
DJSG
1854
D.J. St. Germain
Massachusetts
$176K – – –
RFA
1855
Register Financial Advisors
Georgia
$175K -$9.22K -185 -5%
PCTC
1856
Perkins Coie Trust Company
Washington
$173K – – –
JWM
1857
Janiczek Wealth Management
Colorado
$169K – – –
TCM
1858
TD Capital Management
Tennessee
$168K -$13.7K -275 -8%
GKIM
1859
GW&K Investment Management
Massachusetts
$166K +$36K +720 +28%
PSB
1860
Piscataqua Savings Bank
New Hampshire
$161K – – –
MHR
1861
Matthew Hamilton Rosenberg
$160K – – –
GA
1862
GoalVest Advisory
New York
$157K – – –
Legal & General Group
1863
Legal & General Group
United Kingdom
$150K -$1.8M -36,000 -92%
SA
1864
SRH Advisors
Kansas
$145K – – –
CLOS
1865
Compagnie Lombard Odier SCmA
Switzerland
$144K – – –
BL
1866
Balentine LLC
Georgia
$140K +$20.2K +405 +17%
4FG
1867
4Thought Financial Group
New York
$140K +$1.5K +30 +1%
KC
1868
Kenfarb & Co
Kentucky
$138K -$19.9K -400 -13%
CWP
1869
Concord Wealth Partners
Virginia
$137K – – –
WWM
1870
Wagner Wealth Management
South Carolina
$137K – – –
DCM
1871
Disciplina Capital Management
Tennessee
$135K +$26.2K +525 +24%
HDIM
1872
Hanson & Doremus Investment Management
Vermont
$133K -$17.4K -350 -12%
MIM
1873
MTM Investment Management
South Carolina
$131K – – –
VWM
1874
Valley Wealth Managers
New Jersey
$130K – – –
ECM
1875
Elgethun Capital Management
South Dakota
$128K – – –
73 74
75
76 77