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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 %
NFP
651
NorthLanding Financial Partners
New York
$4.15M -$1.96M -39,100 -32%
Koshinski Asset Management
652
Koshinski Asset Management
Illinois
$4.15M -$49.3K -985 -1%
LF
653
LifeSteps Financial
California
$4.14M -$178K -3,560 -4%
PAM
654
Private Asset Management
California
$4.1M +$211K +4,215 +5%
JF
655
JSF Financial
California
$4.08M -$6.29M -125,815 -61%
TCA
656
Trifecta Capital Advisors
Illinois
$4.08M +$640K +12,785 +19%
AM
657
AGF Management
Ontario, Canada
$4.07M -$356K -7,125 -8%
FNBOSM
658
First National Bank of South Miami
Florida
$4.07M -$1.06M -21,235 -21%
WWM
659
Windsor Wealth Management
Indiana
$4.07M -$133K -2,690 -3%
EFS
660
Essex Financial Services
Connecticut
$4.06M -$211K -4,210 -5%
CWM
661
Castle Wealth Management
Florida
$4.05M -$7.96M -159,095 -66%
CFS
662
CRA Financial Services
New Jersey
$4.04M +$1.5K +30 +0%
PPC
663
Park Place Capital
Alabama
$4.04M +$1.37M +27,460 +52%
FPCG
664
Forum Private Client Group
Indiana
$4.04M -$32K -640 -0.8%
VC
665
Vestor Capital
Illinois
$4.03M -$182K -3,635 -4%
CT
666
Colonial Trust
South Carolina
$4.03M +$1.39M +27,865 +53%
FMC
667
First Merchants Corp
Indiana
$4M +$796K +15,905 +25%
BFWA
668
Benchmark Financial Wealth Advisors
Florida
$4M -$132K -2,635 -3%
SCG
669
Sonata Capital Group
Washington
$3.99M – – –
AIMC
670
Alley Investment Management Company
Illinois
$3.99M +$84.3K +1,685 +2%
SS
671
Sound Stewardship
Kansas
$3.96M +$260K +5,205 +7%
RWG
672
Regal Wealth Group
California
$3.96M -$1.55M -30,915 -28%
SAM
673
Securian Asset Management
Minnesota
$3.95M -$50K -1,000 -1%
WCM
674
Washburn Capital Management
Florida
$3.94M -$239K -4,775 -6%
CFGS
675
Concourse Financial Group Securities
Alabama
$3.93M -$523K -10,460 -12%
25 26
27
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