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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 %
RG
926
Rathbones Group
United Kingdom
$1.7M -$51K -1,020 -3%
CI
927
Cavalier Investments
Georgia
$1.7M -$1.77M -35,325 -51%
DPI
928
Diversified Portfolios Inc
Michigan
$1.7M +$1.7M +33,975 New
PTC
929
Philadelphia Trust Company
Pennsylvania
$1.7M – – –
BF
930
Blankinship & Foster
California
$1.7M -$78K -1,560 -4%
AWA
931
Amplius Wealth Advisors
Pennsylvania
$1.7M +$224K +4,470 +15%
IP
932
Investment Partners
Ohio
$1.69M +$2.25K +45 +0.1%
CG
933
Corundum Group
Colorado
$1.68M – – –
JWS
934
Juncture Wealth Strategies
Arizona
$1.67M -$1.63M -32,645 -49%
CPA
935
Capital Planning Advisors
California
$1.67M +$192K +3,835 +13%
WP
936
WealthSource Partners
California
$1.67M -$63K -1,260 -4%
LB
937
Leo Brokerage
Texas
$1.67M +$1.67M +33,350 New
CPP
938
Capasso Planning Partners
South Carolina
$1.67M +$180K +3,605 +12%
GWM
939
Geneos Wealth Management
Colorado
$1.67M -$12K -240 -0.7%
CAAM
940
Cornerstone Advisors Asset Management
Pennsylvania
$1.66M +$59.8K +1,195 +4%
ACM
941
Ategra Capital Management
Virginia
$1.65M +$23.3K +465 +1%
CRC
942
Curi RMB Capital
Illinois
$1.65M – – –
CWM
943
Campbell Wealth Management
Virginia
$1.65M -$34.3K -685 -2%
BFEC
944
Benjamin F. Edwards & Company
Missouri
$1.65M -$204K -4,070 -11%
MTIC
945
Missouri Trust & Investment Company
Missouri
$1.64M +$1.75K +35 +0.1%
IP
946
Ignite Planners
California
$1.64M -$163K -3,305 -9%
MIM
947
Macroview Investment Management
Maryland
$1.64M +$7.26K +145 +0.4%
V
948
VeraBank
Texas
$1.64M – – –
FAM
949
Forte Asset Management
New York
$1.63M -$83.3K -1,665 -5%
BFC
950
Bedel Financial Consulting
Indiana
$1.63M +$6K +120 +0.4%
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