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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 %
WG
626
Watchman Group
Texas
$4.53M -$347K -6,930 -7%
Lido Advisors
627
Lido Advisors
California
$4.52M +$1.12M +22,365 +33%
SFP
628
Sterling Financial Planning
New Jersey
$4.51M -$547K -10,925 -11%
PPWM
629
PFG Private Wealth Management
Florida
$4.48M +$103K +2,050 +2%
ACM
630
Advisors Capital Management
New Jersey
$4.48M -$553K -11,055 -11%
GF
631
Gries Financial
Ohio
$4.41M -$58.5K -1,170 -1%
WFA
632
Wellspring Financial Advisors
Ohio
$4.41M -$228 -325 -0%
PGWM
633
Parisi Gray Wealth Management
New Jersey
$4.4M -$897K -17,930 -17%
CFO
634
CVA Family Office
Colorado
$4.4M -$440K -8,785 -9%
WP
635
Wealthspan Partners
Iowa
$4.3M +$51.3K +1,025 +1%
OWM
636
Olympus Wealth Management
Utah
$4.28M -$93.6K -1,870 -2%
SWA
637
Stratos Wealth Advisors
Ohio
$4.27M +$74.3K +1,485 +2%
PFG
638
Pacific Financial Group
Washington
$4.26M -$9.51K -190 -0.2%
BIA
639
Bigelow Investment Advisors
Maine
$4.26M +$180K +3,605 +4%
GA
640
Goldstein Advisors
Wisconsin
$4.25M +$495K +9,895 +13%
CWM
641
Cranbrook Wealth Management
Michigan
$4.25M +$228K +4,565 +6%
VVP
642
Venture Visionary Partners
Ohio
$4.25M -$250K -4,995 -6%
PCIA
643
Prime Capital Investment Advisors
Kansas
$4.25M -$1.22M -24,305 -22%
BBHC
644
Brown Brothers Harriman & Co
New York
$4.23M +$206K +4,120 +5%
CAGAS
645
Capital Advisory Group Advisory Services
Minnesota
$4.2M +$218K +4,355 +5%
FBA
646
Front Barnett Associates
Illinois
$4.2M -$51.3K -1,025 -1%
LFG
647
Leverty Financial Group
Wisconsin
$4.19M -$56.3K -1,125 -1%
LWM
648
Lyell Wealth Management
California
$4.19M +$4.25K +85 +0.1%
OCM
649
Orion Capital Management
California
$4.18M -$234K -4,680 -5%
CAM
650
Campion Asset Management
Virginia
$4.18M +$145K +2,895 +4%
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