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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 %
TAIM
2001
TD Ameritrade Investment Management
Nebraska
– -$46.1M -882,045 Closed
CSPAM
2002
Cary Street Partners Asset Management
Virginia
– -$9.89M -189,165 Closed
JF
2003
Jump Financial
Illinois
– -$6.81M -130,130 Closed
IPW
2004
IronBridge Private Wealth
Texas
– -$5.75M -109,870 Closed
Squarepoint
2005
Squarepoint
New York
– -$5.73M -109,600 Closed
FPCG
2006
Forum Private Client Group
Indiana
– -$4.16M -79,500 Closed
BFS
2007
Bard Financial Services
Connecticut
– -$3.73M -71,250 Closed
BFG
2008
Buttonwood Financial Group
Missouri
– -$3.02M -55,895 Closed
Susquehanna International Group
2009
Susquehanna International Group
Pennsylvania
– -$2.34M -44,685 Closed
SBH
2010
Segall Bryant & Hamill
Illinois
– -$1.66M -31,795 Closed
SLWA
2011
San Luis Wealth Advisors
California
– -$1.63M -31,105 Closed
PG
2012
Prostatis Group
Maryland
– -$958K -26,130 Closed
MCA
2013
Magnolia Capital Advisors
Mississippi
– -$1.29M -24,750 Closed
TA
2014
TFB Advisors
Kansas
– -$1.29M -24,700 Closed
QT
2015
Quantbot Technologies
New York
– -$1.2M -22,990 Closed
SI
2016
Saxon Interests
Texas
– -$1.01M -19,360 Closed
VWA
2017
V Wealth Advisors
Kansas
– -$1M -19,195 Closed
NWM
2018
NEIRG Wealth Management
Massachusetts
– -$990K -18,940 Closed
AFO
2019
Allie Family Office
Florida
– -$967K -18,495 Closed
SIA
2020
Sovereign Investment Advisors
Arizona
– -$840K -16,070 Closed
KBC Group
2021
KBC Group
Belgium
– -$811K -15,500 Closed
DCM
2022
Dupont Capital Management
Delaware
– -$684K -13,070 Closed
PWM
2023
Prosperity Wealth Management
California
– -$625K -11,945 Closed
T
2024
TRUADVICE
Florida
– -$622K -11,705 Closed
DBT
2025
Dubuque Bank & Trust
Iowa
– -$590K -11,290 Closed
79 80
81
82 83