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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 %
SP
501
SWS Partners
Ohio
$6.72M +$567K +11,330 +9%
SFP
502
Sandbox Financial Partners
Maryland
$6.7M +$292K +5,835 +5%
HCM
503
Highview Capital Management
Illinois
$6.7M +$168K +3,360 +3%
RWP
504
RWA Wealth Partners
Massachusetts
$6.7M -$43.5K -870 -0.6%
AWA
505
Arete Wealth Advisors
Illinois
$6.69M +$921K +18,400 +16%
MCM
506
Magnolia Capital Management
New York
$6.67M -$81.8K -1,635 -1%
BOH
507
Bank of Hawaii
Hawaii
$6.66M – – –
CFB
508
Cullen/Frost Bankers
Texas
$6.63M -$11M -219,880 -62%
TC
509
TAP Consulting
Missouri
$6.61M -$60.3K -1,205 -0.9%
CFC
510
Coyle Financial Counsel
Illinois
$6.6M +$12.5K +250 +0.2%
UBS AM
511
UBS AM
Illinois
$6.55M – – –
TA
512
TruWealth Advisors
Louisiana
$6.55M +$2.88M +57,595 +79%
PIAS
513
PCA Investment Advisory Services
Ohio
$6.51M +$6.51M +130,105 New
CA
514
Crumly & Associates
Illinois
$6.47M -$453K -9,045 -7%
SFA
515
Sequoia Financial Advisors
Ohio
$6.47M +$50K +1,000 +0.8%
MIM
516
MetLife Investment Management
New Jersey
$6.44M -$3.48M -69,550 -35%
PTC
517
Private Trust Company
Ohio
$6.4M +$77.8K +1,555 +1%
CCB
518
Country Club Bank
Missouri
$6.38M +$78.9K +1,605 +1%
HAC
519
Harbor Advisory Corp
New Hampshire
$6.38M +$304K +6,080 +5%
KPWG
520
KFA Private Wealth Group
Virginia
$6.37M +$1.57M +31,295 +33%
FCFS
521
First Command Financial Services
Texas
$6.32M -$1.75M -34,955 -22%
FCB
522
First Command Bank
Texas
$6.32M -$1.75M -34,955 -22%
CWM
523
Cahill Wealth Management
Michigan
$6.32M +$13.5K +270 +0.2%
CNBTD
524
Citizens National Bank Trust Department
Mississippi
$6.27M +$39.5K +790 +0.6%
CTC
525
Central Trust Company
Missouri
$6.23M -$72K -1,440 -1%
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