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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 %
PWLP
201
Prio Wealth Limited Partnership
Massachusetts
$29.9M -$46.6K -935 -0.2%
JIC
202
Johnson Investment Counsel
Ohio
$29.7M +$16K +320 +0.1%
FBB
203
Fulton Breakefield Broenniman
Maryland
$29.5M +$816K +16,360 +3%
AAS
204
Ameritas Advisory Services
Nebraska
$29.3M +$19.6M +395,910 +202%
CG
205
Colony Group
Massachusetts
$29.1M -$799K -16,025 -3%
W
206
Wealthquest
Ohio
$29M -$565K -11,325 -2%
NFG
207
Nadler Financial Group
Illinois
$28.9M +$4.63M +92,940 +19%
AAS
208
Avantax Advisory Services
Texas
$28.8M +$1.61M +32,215 +6%
SWM
209
Spire Wealth Management
Virginia
$28.4M +$2.43M +48,825 +9%
ZB
210
Zions Bancorporation
Utah
$28.3M +$905K +18,140 +3%
SF
211
Symphony Financial
Texas
$28.3M +$9.09M +182,420 +47%
SL
212
Salomon & Ludwin
Virginia
$28.2M -$204K -4,080 -0.7%
HW
213
Hancock Whitney
Mississippi
$28.1M -$5.1M -102,265 -15%
DIP
214
DT Investment Partners
Pennsylvania
$27.7M +$644K +12,915 +2%
BFA
215
Beaumont Financial Advisors
Massachusetts
$27.7M -$62.3K -1,250 -0.2%
CWA
216
CJM Wealth Advisers
Virginia
$27.6M -$185K -3,705 -0.7%
AF
217
Allworth Financial
California
$27.6M -$1.44M -28,875 -5%
LBC
218
Lowe Brockenbrough & Co
Virginia
$27.5M +$1.28M +25,615 +5%
ETS
219
ESL Trust Services
New York
$27.5M +$371K +7,440 +1%
GL
220
Graypoint LLC
New York
$27.4M +$1.15M +23,070 +4%
NA
221
Nottingham Advisors
New York
$27.1M -$141K -3,085 -0.5%
ECG
222
Edge Capital Group
Georgia
$26.8M +$765K +15,345 +3%
BFM
223
Boston Financial Management
Massachusetts
$26.8M +$441K +8,845 +2%
RCA
224
Resonant Capital Advisors
Wisconsin
$26.6M +$557K +11,120 +2%
SWA
225
Sax Wealth Advisors
New Jersey
$26.1M +$150K +3,005 +0.6%
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