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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 %
MFA
1901
McClarren Financial Advisors
Pennsylvania
$94K – – –
MRCM
1902
M&R Capital Management
New Jersey
$93.7K +$249 +5 +0.3%
YDMI
1903
Y.D. More Investments
Israel
$92K – – –
HIIFS
1904
Harel Insurance Investments & Financial Services
Israel
$88K – – –
S
1905
Syntrinsic
Colorado
$86.6K +$86.6K +1,735 New
AWM
1906
AllSquare Wealth Management
New York
$86.3K – – –
AGWCA
1907
Annis Gardner Whiting Capital Advisors
Florida
$84.7K +$84.7K +1,690 New
TFA
1908
Toth Financial Advisory
Virginia
$84.5K +$54.4K +1,090 +180%
BCM
1909
Bourgeon Capital Management
Connecticut
$79.5K – – –
LFG
1910
Larson Financial Group
Missouri
$76.3K +$7.98K +160 +12%
LOIP
1911
Live Oak Investment Partners
Texas
$75.6K -$79.2K – –
Bank Julius Baer & Co
1912
Bank Julius Baer & Co
Switzerland
$75K +$2.48K +50 +3%
PP
1913
PrairieView Partners
Minnesota
$73K – – –
HWA
1914
Heritage Wealth Advisors
Virginia
$71.1K – – –
EBA
1915
Eagle Bay Advisors
New York
$69.6K – – –
JGCM
1916
Joseph Group Capital Management
Ohio
$68.6K +$68.6K +1,375 New
MWA
1917
Moser Wealth Advisors
Washington
$63.6K – – –
FCMT
1918
Founders Capital Management (Texas)
Texas
$63.4K – – –
SIC
1919
SJS Investment Consulting
Ohio
$61.6K +$42.4K +850 +221%
BCMLT
1920
Beacon Capital Management LLC (Tennessee)
Tennessee
$57.5K – – –
WOC
1921
West Oak Capital
California
$57K – – –
NFSG
1922
Newbridge Financial Services Group
Florida
$57K -$37.5K -750 -40%
GCM
1923
Gables Capital Management
Florida
$53.9K +$12.5K +250 +30%
BCM
1924
Blume Capital Management
California
$53.1K – – –
JFG
1925
JDM Financial Group
Texas
$52.4K – – –
75 76
77
78 79