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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 %
LC
901
LCNB Corp
Ohio
$1.85M -$166K -3,325 -8%
WSTAM
902
Wilbanks Smith & Thomas Asset Management
Virginia
$1.85M -$1.03M -20,510 -36%
SAM
903
Silvercrest Asset Management
New York
$1.84M -$202K -4,045 -10%
BFA
904
Beacon Financial Advisory
Ohio
$1.83M -$15.3K -305 -0.8%
CW
905
CIC Wealth
Maryland
$1.82M +$15.5K +310 +0.9%
PPP
906
Private Portfolio Partners
New Jersey
$1.82M +$8.76K +175 +0.5%
ACIM
907
Azimuth Capital Investment Management
Michigan
$1.81M -$60K -1,200 -3%
KBFS
908
Kohmann Bosshard Financial Services
Ohio
$1.8M +$37.8K +755 +2%
WOSD
909
WFA of San Diego
California
$1.8M -$131K -2,620 -7%
AG
910
Ascent Group
Virginia
$1.8M -$61K -1,220 -3%
CI
911
Cambiar Investors
Colorado
$1.8M +$1M +20,060 +126%
WGCA
912
Wolf Group Capital Advisors
Virginia
$1.8M -$270K -5,405 -13%
AAMC
913
Asset Allocation & Management Company
Illinois
$1.78M -$11.5K -230 -0.6%
RWMG
914
Redwood Wealth Management Group
New Jersey
$1.78M -$12K -240 -0.7%
BIP
915
Blueprint Investment Partners
North Carolina
$1.76M +$135K +2,690 +8%
NF
916
Nikulski Financial
Iowa
$1.76M +$57.3K +1,145 +3%
CSIC
917
Clifford Swan Investment Counsel
California
$1.76M – – –
EK
918
Evensky & Katz
Florida
$1.74M +$45.3K +905 +3%
SCA
919
St. Clair Advisors
Ohio
$1.74M +$30K +600 +2%
PCMF
920
Private Capital Management (Florida)
Florida
$1.73M -$19.8K -395 -1%
CFO
921
Colony Family Offices
North Carolina
$1.73M -$1.5K -30 -0.1%
AF
922
Advisornet Financial
Minnesota
$1.72M -$18.5K -370 -1%
KW
923
KWB Wealth
California
$1.72M +$127K +2,625 +8%
BWM
924
BigSur Wealth Management
Florida
$1.71M – – –
SLWA
925
San Luis Wealth Advisors
California
$1.71M +$1.71M +34,185 New
35 36
37
38 39