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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 %
BCMO
551
Buckingham Capital Management (Ohio)
Ohio
$5.76M +$283K +5,660 +5%
PFA
552
Pettinga Financial Advisors
Indiana
$5.76M -$635K -12,685 -10%
PGFC
553
Peapack-Gladstone Financial Corp
New Jersey
$5.75M +$320K +6,375 +6%
BRWA
554
B. Riley Wealth Advisors
Florida
$5.72M -$707K -14,130 -11%
PAS
555
Park Avenue Securities
New York
$5.71M +$401K +8,010 +8%
JFG
556
Jefferies Financial Group
New York
$5.7M -$680K -13,600 -11%
GFS
557
GYL Financial Synergies
Connecticut
$5.7M -$3.96M -79,155 -41%
AIA
558
Armor Investment Advisors
North Carolina
$5.68M +$871K +17,405 +18%
EWM
559
EPG Wealth Management
Georgia
$5.66M -$41.5K -830 -0.7%
TDWM
560
Topel & Distasi Wealth Management
California
$5.66M +$185K +3,695 +3%
JWCA
561
J.W. Cole Advisors
Florida
$5.65M +$196K +3,925 +4%
AL
562
Aspiriant LLC
California
$5.62M -$267K -5,345 -5%
TA
563
Tectonic Advisors
Texas
$5.6M +$810K +16,185 +17%
PB
564
Pinnacle Bancorp
Nebraska
$5.57M +$34.5K +690 +0.6%
SCM
565
SOL Capital Management
Maryland
$5.57M -$250 -5 -0%
CIAS
566
Capital Investment Advisory Services
North Carolina
$5.55M -$475K -9,490 -8%
PMG
567
ProVise Management Group
Florida
$5.53M -$386K -7,715 -7%
AGA
568
Arkos Global Advisors
Texas
$5.48M +$2.36M +47,085 +75%
PCM
569
Parsons Capital Management
Rhode Island
$5.47M +$384K +7,675 +8%
SSWM
570
Sheets Smith Wealth Management
North Carolina
$5.43M -$25K -500 -0.5%
TFCP
571
Twin Focus Capital Partners
Massachusetts
$5.42M -$362K -7,240 -6%
FNBOO
572
First National Bank of Omaha
Nebraska
$5.41M -$360K -7,195 -6%
GSWM
573
Greenup Street Wealth Management
Michigan
$5.37M -$3.26M -65,250 -38%
CSA
574
Cottage Street Advisors
Massachusetts
$5.35M -$1.08B -21,567,415 -100%
RWIA
575
Roger Wittlin Investment Advisory
California
$5.35M +$20.5K +410 +0.4%
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