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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 %
SS
451
Simplicity Solutions
Minnesota
$8.41M +$7.23M +144,585 +615%
GWMIA
452
Global Wealth Management Investment Advisory
Florida
$8.31M +$539K +10,765 +7%
RFO
453
RiverGlades Family Offices
Florida
$8.29M -$437K -8,730 -5%
GC
454
Grimes & Company
Massachusetts
$8.1M +$158K +3,155 +2%
GWAM
455
Guardian Wealth Advisors (Minnesota)
Minnesota
$8.06M +$1.1M +22,075 +16%
AWM
456
Axxcess Wealth Management
California
$7.99M +$914K +18,260 +13%
NHT
457
New Hampshire Trust
New Hampshire
$7.98M -$189K -3,775 -2%
SLT
458
St Louis Trust
Missouri
$7.98M – – –
EIP
459
Ellis Investment Partners
Pennsylvania
$7.98M +$14.3K +285 +0.2%
GVAG
460
Great Valley Advisor Group
Delaware
$7.96M +$2.55M +50,910 +47%
LNC
461
Lincoln National Corp
Pennsylvania
$7.94M -$884K -17,660 -10%
SIAM
462
Sterling Investment Advisors (Missouri)
Missouri
$7.9M -$59.3K -1,185 -0.7%
RSA
463
River Street Advisors
Illinois
$7.87M +$312K +6,245 +4%
Brown Advisory
464
Brown Advisory
Maryland
$7.83M +$459K +9,170 +6%
DWT
465
Dorsey & Whitney Trust
South Dakota
$7.82M +$301K +6,025 +4%
BBNA
466
Bremer Bank National Association
Minnesota
$7.81M -$916K -18,315 -10%
BWM
467
Boyd Wealth Management
California
$7.8M -$1.09M -21,760 -12%
MOS
468
MGO One Seven
Ohio
$7.73M +$3.95M +78,895 +104%
CAC
469
Certified Advisory Corp
Florida
$7.68M +$3.75K +75 +0%
LWA
470
LWS Wealth Advisors
New Jersey
$7.68M +$78.8K +1,575 +1%
ABC
471
Associated Banc-Corp
Wisconsin
$7.68M -$110K -2,190 -1%
RSVP
472
Ramsay Stattman Vela & Price
Colorado
$7.66M +$73.8K +1,475 +1%
OFG
473
Omega Financial Group
California
$7.65M +$816K +16,315 +12%
SCA
474
Snowden Capital Advisors
New York
$7.55M +$113K +2,265 +2%
IA
475
IFG Advisory
Georgia
$7.55M -$743K -14,860 -9%
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