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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 %
HWMT
776
Heritage Wealth Management (Texas)
Texas
$2.77M -$65.5K -1,310 -2%
CAM
777
Cozad Asset Management
Illinois
$2.74M +$2K +40 +0.1%
MWAM
778
Manhattan West Asset Management
California
$2.74M +$257K +5,140 +10%
WAM
779
Weinberger Asset Management
California
$2.73M -$138K -2,765 -5%
FIM
780
Fernwood Investment Management
Massachusetts
$2.73M – – –
SC
781
Scotia Capital
Ontario, Canada
$2.71M +$604K +12,075 +29%
GFP
782
Gryphon Financial Partners
Ohio
$2.7M +$15.3K +305 +0.6%
SFG
783
SevenBridge Financial Group
Pennsylvania
$2.67M +$45.8K +915 +2%
HPC
784
HM Payson & Co
Maine
$2.66M -$54.8K -1,095 -2%
UF
785
Univest Financial
Pennsylvania
$2.66M -$67K -1,340 -2%
RT
786
Rockland Trust
Massachusetts
$2.64M -$181K -3,610 -6%
EI
787
Ellevest Inc
New York
$2.63M +$341K +6,810 +15%
AFO
788
Arrowroot Family Office
California
$2.62M +$2.62M +52,425 New
MWM
789
Meridian Wealth Management
Kentucky
$2.62M +$84.6K +1,690 +3%
GHA
790
GW Henssler & Associates
Georgia
$2.58M – – –
CPC
791
Congress Park Capital
New York
$2.58M +$437K +8,730 +20%
QCIG
792
Quad-Cities Investment Group
Iowa
$2.58M -$59.8K -1,195 -2%
Kayne Anderson Rudnick Investment Management
793
Kayne Anderson Rudnick Investment Management
California
$2.56M -$1.84M -36,710 -42%
PIA
794
Perennial Investment Advisors
California
$2.54M +$1.96M +39,130 +335%
TAM
795
Townsend Asset Management
North Carolina
$2.54M +$8.76K +175 +0.3%
CAG
796
Crestwood Advisors Group
Massachusetts
$2.53M +$37K +740 +1%
RWP
797
Revolve Wealth Partners
New Jersey
$2.53M -$1.05M -21,025 -29%
BAAM
798
Baker Avenue Asset Management
California
$2.52M +$997K +19,925 +65%
LA
799
Legacy Advisors
Pennsylvania
$2.51M – – –
ATWA
800
Arbor Trust Wealth Advisors
Michigan
$2.51M – – –
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