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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 %
MSWM
701
McGlone Suttner Wealth Management
Wisconsin
$3.51M -$47.8K -955 -1%
UBG
702
United Bank (Georgia)
Georgia
$3.5M -$115K -2,295 -3%
FIM
703
Freedom Investment Management
Connecticut
$3.49M +$3.13M +62,640 +887%
CFD
704
Creative Financial Designs
Indiana
$3.49M +$292K +5,845 +9%
MHS
705
M Holdings Securities
Oregon
$3.48M -$607K -12,140 -15%
GSB
706
Greenfield Savings Bank
Massachusetts
$3.47M -$67.3K -1,345 -2%
TCOO
707
Trust Company of Oklahoma
Oklahoma
$3.46M +$486K +9,720 +16%
WPC
708
Wedmont Private Capital
Pennsylvania
$3.46M -$31.3K -635 -0.9%
PWAG
709
Polaris Wealth Advisory Group
California
$3.45M +$40.5K +810 +1%
SAG
710
SageView Advisory Group
California
$3.44M -$1.18M -23,595 -26%
HCC
711
Hirtle Callaghan & Co
Pennsylvania
$3.42M – – –
CCM
712
Crew Capital Management
Ohio
$3.42M -$218K -4,355 -6%
OWM
713
Opes Wealth Management
California
$3.42M +$1.07M +21,350 +45%
NMG
714
New Millennium Group
Utah
$3.39M -$32.5K -650 -0.9%
NEAM
715
New England Asset Management
Connecticut
$3.38M – – –
KIG
716
Kowal Investment Group
Wisconsin
$3.37M +$594K +11,865 +21%
AFS
717
Annapolis Financial Services
Maryland
$3.36M – – –
HCM
718
Hengehold Capital Management
Ohio
$3.36M -$106K -2,125 -3%
BFG
719
Bleakley Financial Group
New Jersey
$3.34M -$16.3K -325 -0.5%
3F
720
360 Financial
Minnesota
$3.33M +$138K +2,750 +4%
MWP
721
Moller Wealth Partners
$3.33M -$150K -3,000 -4%
LWMNY
722
Landmark Wealth Management (New York)
New York
$3.32M +$739K +14,775 +29%
FSG
723
Financial Strategies Group
Michigan
$3.29M -$93.6K -1,870 -3%
PR
724
Payden & Rygel
California
$3.29M +$25.5K +510 +0.8%
NSB
725
Norway Savings Bank
Maine
$3.28M +$375K +7,505 +13%
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