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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 %
PWS
2026
Peterson Wealth Services
Utah
– -$509K -9,725 Closed
IIC
2027
Ironwood Investment Counsel
Arizona
– -$441K -8,440 Closed
PCI
2028
Planning Center Inc
Illinois
– -$411K -7,865 Closed
ES
2029
Eagle Strategies
New York
– -$381K -7,280 Closed
FCA
2030
Fortis Capital Advisors
Kansas
– -$361K -6,900 Closed
TSS
2031
Two Sigma Securities
New York
– -$342K -6,540 Closed
BBA
2032
Braun-Bostich & Associates
Pennsylvania
– -$342K -6,535 Closed
SIA
2033
SkyView Investment Advisors
New Jersey
– -$333K -6,370 Closed
Fayez Sarofim & Co
2034
Fayez Sarofim & Co
Texas
– -$327K -6,250 Closed
MFP
2035
Meridian Financial Partners
Virginia
– -$331K -6,125 Closed
Simplex Trading
2036
Simplex Trading
Illinois
– -$296K -5,665 Closed
SLF
2037
Sun Life Financial
Ontario, Canada
– -$290K -5,550 Closed
CPA
2038
Capital Planning Advisors
California
– -$285K -5,455 Closed
DCM
2039
Donaldson Capital Management
Indiana
– -$268K -5,135 Closed
GFA
2040
Gallagher Fiduciary Advisors
Illinois
– -$261K -4,990 Closed
TI
2041
Tidal Investments
Wisconsin
– -$257K -4,925 Closed
BHPW
2042
Beverly Hills Private Wealth
California
– -$263K -4,920 Closed
RWG
2043
Regal Wealth Group
California
– -$250K -4,805 Closed
IIC
2044
Integrated Investment Consultants
Michigan
– -$251K -4,800 Closed
AP
2045
Americana Partners
Texas
– -$246K -4,710 Closed
MSS
2046
Mitchell Sinkler & Starr
Pennsylvania
– -$229K -4,385 Closed
AIS
2047
AM Investment Strategies
Tennessee
– -$227K -4,350 Closed
FAM
2048
Formidable Asset Management
Ohio
– -$223K -4,260 Closed
LWM
2049
Laidlaw Wealth Management
New York
– -$217K -4,155 Closed
ML
2050
McAdam LLC
Pennsylvania
– -$213K -4,070 Closed
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