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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 %
PFA
326
Petra Financial Advisors
Colorado
$13.7M +$13.7M +882,040 New
AFS
327
Aft Forsyth & Sober
Florida
$13.7M -$2.2M -43,925 -14%
ST
328
Smithfield Trust
Pennsylvania
$13.7M +$136K +2,720 +1%
JFGIW
329
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13.7M +$193K +3,865 +1%
1SB
330
1ST Source Bank
Indiana
$13.5M -$372K -7,440 -3%
MFC
331
Mechanics Financial Corp
Ohio
$13.5M -$134K -2,685 -1%
MWM
332
Marietta Wealth Management
Georgia
$13.5M +$1.46M +29,255 +12%
FMN
333
Financial Management Network
California
$13.4M -$2.5M -50,945 -16%
P
334
&Partners
Tennessee
$13.4M +$25.3K +505 +0.2%
DA
335
Drake & Associates
Wisconsin
$13.1M +$423K +8,445 +3%
Barclays
336
Barclays
United Kingdom
$13.1M +$12.4M +248,445 +1,733%
CB
337
Community Bank
New York
$13.1M +$737K +14,740 +6%
ASN
338
Advisory Services Network
Georgia
$13M +$251K +5,015 +2%
PWMAG
339
Pinnacle Wealth Management Advisory Group
New Jersey
$13M +$1.51M +30,235 +13%
VFIC
340
Valley Forge Investment Consultants
Pennsylvania
$12.8M -$905K -18,095 -7%
CGA
341
Crescent Grove Advisors
Illinois
$12.8M +$977K +19,520 +8%
TWP
342
Tower Wealth Partners
Pennsylvania
$12.7M +$118K +2,360 +0.9%
Vanguard Group
343
Vanguard Group
Pennsylvania
$12.7M +$12.7M +254,175 New
GRP
344
Global Retirement Partners
California
$12.6M +$3.45M +70,585 +38%
SL
345
Systelligence LLC
Minnesota
$12.6M +$10.2M +203,945 +427%
IF
346
Ironwood Financial
Arizona
$12.5M +$510K +10,195 +4%
LIM
347
Leavell Investment Management
Alabama
$12.5M +$156K +3,115 +1%
BWP
348
BSW Wealth Partners
Colorado
$12.4M +$197K +3,945 +2%
RSWM
349
Robertson Stephens Wealth Management
California
$12.4M +$2.9M +57,995 +30%
AMG
350
Asset Management Group
Connecticut
$12.4M +$41.3K +825 +0.3%
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