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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.

Holders
1,995
Holders Change
+45
Holders Change %
+2.31%
% of All Funds
31.82%
Holding in Top 10
327
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
5.22%
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
1
JPMorgan Chase & Co
New York
$4.18B
2
FCAS
2
First Command Advisory Services
Texas
$532M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.04B
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$4.43B
5
PFO
5
Pathstone Family Office
New Jersey
$358M

Top Sellers

1
V
1
Veritable
Delaware
$0
2
MRC
2
Millburn Ridgefield Corp
New York
$390M
3
CCA
3
Catalyst Capital Advisors
New York
$390M
4
Wells Fargo
4
Wells Fargo
California
$2.51B
5
Natixis Advisors
5
Natixis Advisors
Massachusetts
$17.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$4.43B 17,771,011 +1,214,493 +7%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$4.18B 16,781,198 +9,906,690 +144%
Bank of America
3
Bank of America
North Carolina
$3B 12,035,316 +243,339 +2%
Wells Fargo
4
Wells Fargo
California
$2.51B 10,065,103 -283,622 -3%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$2.33B 9,344,921 +327,510 +4%
LPL Financial
6
LPL Financial
California
$2B 8,017,787 +534,649 +7%
Morgan Stanley
7
Morgan Stanley
New York
$1.77B 7,116,633 +333,815 +5%
UBS Group
8
UBS Group
Switzerland
$1.11B 4,469,742 +109,288 +3%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.04B 4,167,491 +1,321,967 +46%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.01B 4,046,448 +38,151 +1%
BlackRock
11
BlackRock
New York
$982M 3,937,761 +293,157 +8%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$932M 3,738,452 +346,056 +10%
Northern Trust
13
Northern Trust
Illinois
$897M 3,597,391 +53,700 +2%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$800M 3,208,810 -33,856 -1%
RJA
15
Raymond James & Associates
Florida
$679M 2,724,409 +92,458 +4%
Mariner
16
Mariner
Kansas
$542M 2,171,959 +109,562 +5%
FCAS
17
First Command Advisory Services
Texas
$532M 2,134,257 +1,978,865 +1,273%
Goldman Sachs
18
Goldman Sachs
New York
$497M 1,991,626 -68,140 -3%
Ameriprise
19
Ameriprise
Minnesota
$489M 1,959,095 +90,315 +5%
Financial Engines Advisors
20
Financial Engines Advisors
California
$477M 1,903,090 -17,202 -0.9%
AA
21
Acorns Advisers
California
$468M 1,875,715 +20,121 +1%
KeyBank National Association
22
KeyBank National Association
Ohio
$461M 1,847,056 -12,770 -0.7%
Truist Financial
23
Truist Financial
North Carolina
$432M 1,734,098 -5,962 -0.3%
MRC
24
Millburn Ridgefield Corp
New York
$390M 1,565,226 -426,073 -21%
CCA
25
Catalyst Capital Advisors
New York
$390M 1,565,226 -426,073 -21%
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