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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 %
CI
2051
Ceera Investments
Texas
– -$208K -3,975 Closed
CWP
2052
Cyndeo Wealth Partners
Florida
– -$207K -3,950 Closed
FVWA
2053
Foster Victor Wealth Advisors
South Carolina
– -$205K -3,940 Closed
MCM
2054
Mengis Capital Management
Oregon
– -$206K -3,935 Closed
FCIM
2055
Fairview Capital Investment Management
California
– -$206K -3,935 Closed
ECA
2056
Elevated Capital Advisors
Utah
– -$205K -3,920 Closed
CC
2057
Cypress Capital
Tennessee
– -$204K -3,895 Closed
TWM
2058
Tolleson Wealth Management
Texas
– -$203K -3,880 Closed
CA
2059
Carson Advisory
Georgia
– -$203K -3,880 Closed
FAG
2060
Fortitude Advisory Group
Washington
– -$203K -3,875 Closed
GC
2061
Gratus Capital
Georgia
– -$202K -3,860 Closed
SWG
2062
Summit Wealth Group
Vermont
– -$201K -3,850 Closed
ESBC
2063
E.S. Barr & Co
Kentucky
– -$201K -3,835 Closed
FBC
2064
Fairfield, Bush & Co
Connecticut
– -$151K -2,880 Closed
FA
2065
Fiduciary Alliance
South Carolina
– -$131K -2,495 Closed
AC
2066
Asio Capital
Kentucky
– -$114K -2,185 Closed
PWMG
2067
Prestige Wealth Management Group
New Jersey
– -$104K -1,995 Closed
CAS
2068
Coppell Advisory Solutions
Texas
– -$84.5K -1,625 Closed
NL
2069
NVWM LLC
Pennsylvania
– -$42.4K -810 Closed
ODG
2070
O'Dell Group
Ohio
– -$24.3K -465 Closed
AA
2071
AlphaMark Advisors
Kentucky
– -$17K -325 Closed
MCM
2072
Mill Capital Management
North Carolina
– -$13.1K -250 Closed
2L
2073
25 LLC
Missouri
– -$12.9K -240 Closed
SWM
2074
Sanctuary Wealth Management
Idaho
– -$7.32K -140 Closed
ACB
2075
Aristotle Capital Boston
Massachusetts
– -$542 -10 Closed
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