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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 %
BWL
851
Bogart Wealth LLC
Virginia
$2.11M -$3.75K -75 -0.2%
EFL
852
ERn Financial LLC
Wisconsin
$2.11M -$27.8K -555 -1%
KP
853
Keel Point
Alabama
$2.09M -$25.3K -505 -1%
BFO
854
Biltmore Family Office
North Carolina
$2.08M -$223K -4,460 -10%
SYBT
855
Stock Yards Bank & Trust
Kentucky
$2.08M – – –
CL
856
Choreo LLC
Illinois
$2.06M +$1.13M +22,620 +121%
PA
857
PSI Advisors
Florida
$2.06M +$17.3K +345 +0.8%
Wealth Enhancement Advisory Services
858
Wealth Enhancement Advisory Services
Minnesota
$2.05M +$919K +18,360 +81%
HS
859
Horan Securities
United States
$2.05M +$53.5K +1,070 +3%
JCM
860
Jacobi Capital Management
Pennsylvania
$2.05M -$57K -1,140 -3%
SC
861
Savant Capital
Illinois
$2.05M +$546K +10,915 +36%
BHBT
862
Burke & Herbert Bank & Trust
Virginia
$2.04M +$61.5K +1,230 +3%
RHP
863
Royal Harbor Partners
Texas
$2.03M -$4.48M -89,530 -69%
ASW
864
Astoria Strategic Wealth
Texas
$2.03M +$2K +40 +0.1%
FSWA
865
Financial Synergies Wealth Advisors
Texas
$2.02M +$7.26K +145 +0.4%
CFFP
866
Center for Financial Planning
Michigan
$2.02M +$159K +3,175 +9%
SW
867
SlateStone Wealth
Florida
$2.02M +$776K +15,500 +62%
CAL
868
Capital Advisors Ltd
Ohio
$2.02M -$20.8K -415 -1%
AT
869
Arvest Trust
Oklahoma
$2.01M – – –
GGS
870
Galvin Gaustad & Stein
Arizona
$2M -$246K -4,915 -11%
PWMG
871
Pinnacle Wealth Management Group
Michigan
$2M +$131K +2,625 +7%
NCM
872
Next Capital Management
New York
$1.99M +$263K +5,265 +15%
BMCM
873
Bryn Mawr Capital Management
Pennsylvania
$1.99M -$5K -100 -0.3%
EC
874
Estate Counselors
Wisconsin
$1.98M +$1.64M +32,700 +481%
CBB
875
Citizens Business Bank
California
$1.97M – – –
33 34
35
36 37