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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
30.48%
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
1
JPMorgan Chase & Co
New York
$1.67B
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$3.94B
3
US Bancorp
3
US Bancorp
Minnesota
$603M
4
BBA
4
BLB&B Advisors
Pennsylvania
$56.5M
5
Cerity Partners
5
Cerity Partners
New York
$74.8M

Top Sellers

1
CSA
1
Cottage Street Advisors
Massachusetts
$5.35M
2
NMIMC
2
Northwestern Mutual Investment Management Company
Wisconsin
$371M
3
CAM
3
Cresset Asset Management
Illinois
$78.6M
4
BlackRock
4
BlackRock
New York
$1.07B
5
HNB
5
Huntington National Bank
Ohio
$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
76
Cresset Asset Management
Illinois
$78.6M -$265M -5,295,450 -77%
UCFA
77
United Capital Financial Advisors
Texas
$77.8M -$3.18M -63,600 -4%
CWM
78
Connecticut Wealth Management
Connecticut
$77.6M +$5.33M +106,450 +7%
CAM
79
Chandler Asset Management
California
$77.2M +$26.6M +531,440 +52%
AIM
80
Acropolis Investment Management
Missouri
$77.2M +$211K +4,220 +0.3%
CWM
81
Cahaba Wealth Management
Georgia
$76.1M +$2.99M +59,730 +4%
Rockefeller Capital Management
82
Rockefeller Capital Management
New York
$75.2M +$37.6M +751,435 +100%
Cerity Partners
83
Cerity Partners
New York
$74.8M +$53.7M +1,077,130 +255%
State Street
84
State Street
Massachusetts
$73.8M -$1.05M -21,035 -1%
BFPW
85
BOK Financial Private Wealth
Colorado
$73.4M -$933K -18,655 -1%
BPWM
86
Badgley Phelps Wealth Managers
Washington
$72.2M +$1.16M +23,090 +2%
MIA
87
MainStreet Investment Advisors
Illinois
$71.4M -$2.36M -47,240 -3%
Janney Montgomery Scott
88
Janney Montgomery Scott
Pennsylvania
$70.7M -$1.17M -23,455 -2%
MPWT
89
MassMutual Private Wealth & Trust
Connecticut
$68.3M -$1.81M -36,210 -3%
SPIA
90
Steward Partners Investment Advisory
New York
$67.1M +$24.2M +483,255 +56%
VC
91
Vicus Capital
Pennsylvania
$65.1M -$945K -18,890 -1%
LFS
92
Lutz Financial Services
Nebraska
$65M +$796K +15,905 +1%
CAN
93
Cetera Advisor Networks
California
$64.3M -$407K -8,130 -0.6%
KAS
94
Kestra Advisory Services
Texas
$64.2M -$193K -3,860 -0.3%
FMII
95
Farmers & Merchants Investments Inc
Nebraska
$64.1M +$4.57M +91,285 +8%
Cambridge Investment Research Advisors
96
Cambridge Investment Research Advisors
Iowa
$64.1M -$29.6M -592,245 -32%
PFO
97
Pathstone Family Office
New Jersey
$64M -$66M -1,323,640 -51%
Mercer Global Advisors
98
Mercer Global Advisors
Colorado
$63.5M +$22.9M +458,720 +56%
PFM
99
Phillips Financial Management
Indiana
$63.2M -$464K -9,275 -0.7%
LF
100
Lee Financial
Texas
$63M +$362K +7,230 +0.6%
2 3
4
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