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iShares Core S&P Mid-Cap ETF
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Overview Fund Activity

1,904 hedge funds and large institutions have $48.9B invested in iShares Core S&P Mid-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 761 increasing their positions, 759 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,904
Holders Change
-15
Holders Change %
-0.78%
% of All Funds
30.47%
Holding in Top 10
329
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-4.64%
% of All Funds
5.27%
New
107
Increased
761
Reduced
759
Closed
81
Calls
$14.8M
Puts
$8.08M
Net Calls
+$6.73M
Net Calls Change
+$37.4M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$594M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$209M
3
US Bancorp
US Bancorp
Minnesota
+$143M
4
BBA
BLB&B Advisors
Pennsylvania
+$55M
5
Cerity Partners
Cerity Partners
New York
+$53.7M

Top Sellers

1
CSA
Cottage Street Advisors
Massachusetts
-$1.08B
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$286M
3
CAM
Cresset Asset Management
Illinois
-$265M
4
BlackRock
BlackRock
New York
-$179M
5
HNB
Huntington National Bank
Ohio
-$149M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
226
Conning Inc
Connecticut
$23.8M – – –
DT
227
Diversified Trust
Tennessee
$23.7M +$336K +6,725 +1%
EBT
228
Enterprise Bank & Trust
Massachusetts
$23.7M +$9.01M +180,000 +61%
CFO
229
Callan Family Office
Pennsylvania
$23.5M +$619K +12,370 +3%
Thrivent Financial for Lutherans
230
Thrivent Financial for Lutherans
Minnesota
$23.5M -$764K -15,320 -3%
AllianceBernstein
231
AllianceBernstein
Tennessee
$23.3M +$489K +9,765 +2%
LP
232
LGL Partners
Pennsylvania
$23.2M -$905K -18,095 -4%
WAS
233
Wealth Advisory Solutions
Indiana
$23.1M -$4.47M -89,290 -16%
DADC
234
D.A. Davidson & Co
Montana
$23.1M -$1.52M -30,425 -6%
DT
235
Daniels + Tansey
Delaware
$23.1M -$21.5K -430 -0.1%
SIC
236
Shoker Investment Counsel
Ohio
$22.7M -$212K -4,245 -0.9%
OC
237
Oppenheimer & Co
New York
$22.4M +$408K +8,160 +2%
BHWM
238
Bar Harbor Wealth Management
New Hampshire
$22.4M -$614K -12,265 -3%
GLLW
239
Graves Light Lenhart Wealth
Virginia
$22.2M +$890K +17,780 +4%
Carson Wealth (CWM LLC)
240
Carson Wealth (CWM LLC)
Nebraska
$22.1M +$2.72M +54,360 +14%
JAG
241
Journey Advisory Group
Kentucky
$22.1M +$5.67M +113,300 +35%
BA
242
Bristlecone Advisors
Washington
$21.8M +$1.7M +33,980 +8%
MSA
243
Mason Street Advisors
Wisconsin
$21.8M +$12.7M +254,000 +140%
TPCW
244
TD Private Client Wealth
New York
$21.8M +$2.98M +59,565 +16%
CAAS
245
Capital Asset Advisory Services
Michigan
$21.7M +$1.81M +36,115 +9%
PP
246
Pegasus Partners
Wisconsin
$21.4M +$2.2M +44,035 +11%
FWTB
247
First Western Trust Bank
Colorado
$21.4M -$1.57M -31,305 -7%
NFG
248
Nations Financial Group
Iowa
$21.3M +$169K +3,370 +0.8%
WSFS
249
Wilmington Savings Fund Society
Delaware
$21.1M -$739K -14,770 -3%
SMC
250
Smith, Moore & Co
Missouri
$20.9M -$452K -9,025 -2%
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