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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 %
SIA
301
Soltis Investment Advisors
Utah
$15.6M -$15.8M -315,150 -50%
AF
302
Affiance Financial
Minnesota
$15.6M +$503K +10,045 +3%
FWM
303
FFT Wealth Management
Pennsylvania
$15.6M -$266K -5,325 -2%
GT
304
Glenmede Trust
Pennsylvania
$15.5M +$66.3K +1,325 +0.4%
IB
305
Intrust Bank
Kansas
$15.1M -$3.36M -67,175 -18%
RJT
306
Raymond James Trust
Florida
$15M +$1.04M +20,790 +7%
CCM
307
Coldstream Capital Management
Washington
$14.9M -$99.8K -1,995 -0.7%
PSCM
308
Per Stirling Capital Management
Texas
$14.9M -$3.5M -70,030 -19%
OGF
309
Orin Green Financial
California
$14.8M +$3.03M +60,620 +26%
ATC
310
Argent Trust Co
Tennessee
$14.8M +$158K +3,165 +1%
JMFC
311
J.M. Forbes & Co
Massachusetts
$14.8M +$319K +6,385 +2%
LA
312
Lynch & Associates
Indiana
$14.6M -$314K -6,275 -2%
PA
313
Pinnacle Associates
New York
$14.6M +$1.53M +30,620 +12%
NA
314
NewEdge Advisors
Louisiana
$14.5M -$2.53M -51,235 -15%
CIM
315
CIM Investment Management
Pennsylvania
$14.4M – – –
FAIM
316
Financial Advocates Investment Management
Washington
$14.3M +$950K +18,985 +7%
GT
317
Glenview Trust
Kentucky
$14.3M +$411K +8,220 +3%
TF
318
Tompkins Financial
New York
$14.2M +$154K +3,085 +1%
NSAM
319
North Star Asset Management
Wisconsin
$14.1M +$809K +16,165 +6%
CA
320
Cambridge Advisors
Nebraska
$14.1M -$260K -5,200 -2%
MFA
321
Mayflower Financial Advisors
Massachusetts
$14M -$450K -8,990 -3%
WH
322
Whitcomb & Hess
Ohio
$13.9M +$16.5K +330 +0.1%
KPWS
323
Kestra Private Wealth Services
Texas
$13.8M +$969K +19,370 +8%
NC
324
NewSquare Capital
Pennsylvania
$13.8M -$84.3K -1,685 -0.6%
CC
325
Courier Capital
New York
$13.8M -$87.1K -1,740 -0.6%
11 12
13
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