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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 %
PIC
351
Platt Investment Counsel
Florida
$12.3M +$210K +4,195 +2%
LPAM
352
Lodestar Private Asset Management
California
$12.3M -$203K -4,055 -2%
TCOV
353
Trust Company of Vermont
Vermont
$12.3M -$61.3K -1,225 -0.5%
WS
354
Wela Strategies
Georgia
$12.2M +$4.98M +99,580 +69%
MSA
355
Marino Stram & Associates
Massachusetts
$12.2M +$87.6K +1,750 +0.7%
AWM
356
AAF Wealth Management
Massachusetts
$12.2M +$299K +5,970 +3%
WPW
357
Waldron Private Wealth
Pennsylvania
$12.1M -$5.98M -119,575 -33%
G
358
GenTrust
Florida
$12.1M -$3.76M -75,075 -24%
B
359
Bailard
California
$12.1M -$200K -3,995 -2%
EL
360
EWA LLC
Pennsylvania
$12M +$12M +248,150 New
CA
361
Centerpoint Advisors
Massachusetts
$12M +$142K +2,840 +1%
BFP
362
Beacon Financial Planning
Massachusetts
$12M +$322K +6,435 +3%
Prudential Financial
363
Prudential Financial
New Jersey
$11.9M +$2.99M +65,215 +33%
GIA
364
Gladstone Institutional Advisory
Florida
$11.9M -$1.08M -21,510 -8%
AWM
365
Avior Wealth Management
Nebraska
$11.9M +$1.08M +21,685 +10%
GPA
366
Guidance Point Advisors
Massachusetts
$11.8M +$117K +2,345 +1%
NPF
367
Norris Perne & French
Michigan
$11.8M +$455K +9,095 +4%
MWM
368
MTC Wealth Management
Florida
$11.8M -$1.16M -23,255 -9%
UWPG
369
Ullmann Wealth Partners Group
Florida
$11.7M -$245K -4,905 -2%
IWMA
370
Ironwood Wealth Management (Arizona)
Arizona
$11.5M +$134K +2,670 +1%
HSWM
371
Hubbell Strickland Wealth Management
Louisiana
$11.5M -$2.24M -44,870 -16%
PPW
372
PACK Private Wealth
Minnesota
$11.4M +$370K +7,400 +3%
WAG
373
Winthrop Advisory Group
Massachusetts
$11.3M +$16.5K +330 +0.1%
SQA
374
Simon Quick Advisors
New Jersey
$11.3M -$775K -15,485 -6%
CT
375
Cambridge Trust
Massachusetts
$11.1M -$837K -16,725 -7%
13 14
15
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