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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 %
FTS
576
Fifth Third Securities
Ohio
$5.33M -$63.8K -1,275 -1%
BCM
577
Brookstone Capital Management
Illinois
$5.32M -$1.68M -33,575 -24%
PFA
578
Pure Financial Advisors
California
$5.31M +$79.6K +1,590 +2%
DJYG
579
David J. Yvars Group
Florida
$5.3M +$638K +12,750 +14%
LIA
580
LBMC Investment Advisors
Tennessee
$5.29M -$591K -11,805 -10%
AWAP
581
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$5.28M -$57.8K -1,155 -1%
BSW
582
Buckingham Strategic Wealth
Missouri
$5.27M – – –
AFS
583
AFG Fiduciary Services
Massachusetts
$5.27M +$5.27M +105,260 New
FC
584
FCA Corp
Texas
$5.26M +$284K +5,680 +6%
FFWA
585
FRG Family Wealth Advisors
Washington
$5.23M -$148K -2,950 -3%
WQ
586
Wealth Quarterback
New Jersey
$5.23M +$181K +3,615 +4%
LT
587
Legacy Trust
Michigan
$5.2M -$160K -3,195 -3%
AI
588
Atria Investments
North Carolina
$5.19M -$229K -4,580 -4%
UWM
589
USAdvisors Wealth Management
Minnesota
$5.17M -$276K -5,525 -5%
BCWM
590
Bartlett & Co Wealth Management
Ohio
$5.17M +$371K +7,420 +8%
BC
591
Bartlett & Co
Ohio
$5.17M +$371K +7,420 +8%
RFG
592
RFP Financial Group
Georgia
$5.16M +$178K +3,550 +4%
BWA
593
Bordeaux Wealth Advisors
California
$5.14M – – –
HI
594
Harbour Investments
Wisconsin
$5.11M +$373K +7,450 +8%
PFS
595
Prospera Financial Services
Texas
$5.1M -$287K -5,725 -5%
TWC
596
TD Waterhouse Canada
Ontario, Canada
$5.08M +$422K +7,215 +9%
MCA
597
MSH Capital Advisors
Arizona
$5.07M -$169K -3,380 -3%
SFC
598
Strategic Financial Concepts
Texas
$5.06M +$5.06M +101,130 New
LPT
599
Legacy Private Trust
Wisconsin
$5.06M -$18.3K -365 -0.4%
BHIA
600
Birch Hill Investment Advisors
Massachusetts
$5.06M +$167K +3,330 +3%
22 23
24
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