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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
$4.18B
2
FCAS
First Command Advisory Services
Texas
$532M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.04B
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$4.43B
5
PFO
Pathstone Family Office
New Jersey
$358M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$171M
2
MRC
Millburn Ridgefield Corp
New York
$390M
3
CCA
Catalyst Capital Advisors
New York
$390M
4
Wells Fargo
Wells Fargo
California
$2.51B
5
Natixis Advisors
Natixis Advisors
Massachusetts
$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
1976
Steward Financial Group
Texas
$16K -$8.62K -175 -35%
Amundi
1977
Amundi
France
$15.6K – – –
IPW
1978
Impact Partnership Wealth
Georgia
$15.2K +$13.2K +265 +663%
PWM
1979
Provident Wealth Management
Tennessee
$12.7K -$499 -10 -4%
CMP
1980
Coston McIsaac & Partners
Maine
$12K +$2.64K +55 +28%
HR
1981
Howe & Rusling
New York
$11.2K – – –
CSC
1982
Caldwell Sutter Capital
California
$11K – – –
DWA
1983
Delos Wealth Advisors
Texas
$10.6K – – –
PP
1984
PFS Partners
New Jersey
$10.6K -$47.7K -950 -82%
SGC
1985
Slocum, Gordon & Co
Rhode Island
$9.23K +$9.23K +185 New
BWS
1986
Buck Wealth Strategies
Colorado
$9.16K +$9.16K +185 New
GWM
1987
Grand Wealth Management
Michigan
$8.98K – – –
BBPWM
1988
Blue Bell Private Wealth Management
Pennsylvania
$8.73K – – –
RDIA
1989
RE Dickinson Investment Advisors
Iowa
$8K -$9.55K -185 -54%
PFA
1990
Pathway Financial Advisers
Indiana
$6.23K +$6.23K +125 New
ICM
1991
Islay Capital Management
Texas
$5.98K – – –
TCM
1992
Tradewinds Capital Management
Washington
$5.24K +$5.24K +105 New
TVWM
1993
Tower View Wealth Management
Wisconsin
$4K – – –
LWA
1994
Lowe Wealth Advisors
Maryland
$3.49K – – –
FFL
1995
Financial Freedom LLC
Ohio
$2.82K – – –
CWA
1996
Carolina Wealth Advisors
South Carolina
$1.5K +$1.5K +30 New
C
1997
Covestor
United Kingdom
$1K -$250 -5 -20%
OIS
1998
Okabena Investment Services
Minnesota
$748 -$53.9K -1,080 -99%
CYG
1999
Clean Yield Group
Vermont
$4 -$4 – –
V
2000
Veritable
Delaware
– -$315M -6,024,965 Closed
78 79
80
81 82