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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 %
MCWS
376
McKinley Carter Wealth Services
West Virginia
$11.1M +$2.01M +40,175 +22%
VCM
377
Vision Capital Management
Oregon
$11M -$808K -16,140 -7%
EPA
378
Element Pointe Advisors
Florida
$11M -$5.63M -112,440 -34%
EFM
379
Eley Financial Management
Vermont
$11M +$98.6K +1,970 +0.9%
AA
380
Ancora Advisors
Ohio
$10.9M +$30K +600 +0.3%
HF
381
Halpern Financial
Virginia
$10.9M -$851K -17,010 -7%
TCM
382
Towercrest Capital Management
Pennsylvania
$10.8M -$242K -4,835 -2%
CWA
383
Core Wealth Advisors
Florida
$10.8M -$1.86M -37,180 -15%
ZIM
384
Zacks Investment Management
Illinois
$10.7M +$1.35M +26,910 +14%
NCM
385
Neumann Capital Management
California
$10.7M -$91.6K -1,830 -0.9%
WWM
386
Western Wealth Management
Colorado
$10.7M +$18K +360 +0.2%
CIBC World Market
387
CIBC World Market
Ontario, Canada
$10.5M -$190K -3,805 -2%
AWC
388
Abundance Wealth Counselors
Pennsylvania
$10.5M -$664K -13,265 -6%
WCM
389
Windsor Capital Management
Arizona
$10.5M +$321K +6,415 +3%
CWM
390
CCG Wealth Management
California
$10.5M +$239K +4,785 +2%
KLI
391
Kelman-Lazarov Inc
Tennessee
$10.5M +$1.93M +38,535 +23%
NAM
392
NorthCrest Asset Manangement
Minnesota
$10.3M +$10.3M +206,645 New
AWM
393
Avondale Wealth Management
Texas
$10.2M -$340K -6,795 -3%
CTA
394
Colonial Trust Advisors
South Carolina
$10.2M +$4.49M +89,710 +79%
LCOV
395
London Company of Virginia
Virginia
$10.2M -$9.33M -186,435 -48%
MBT
396
Montecito Bank & Trust
California
$10.2M -$290K -5,795 -3%
CFP
397
Catalyst Financial Partners
Massachusetts
$10.2M +$601K +12,020 +6%
TCM
398
Traynor Capital Management
Pennsylvania
$10.1M -$97.3K -1,945 -1%
CWA
399
Clarity Wealth Advisors
California
$10.1M +$278K +5,565 +3%
OHWP
400
Oak Harbor Wealth Partners
North Carolina
$10.1M +$2.68M +53,580 +36%
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