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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 %
MAS
1026
Madden Advisory Services
Florida
$1.31M +$1.25K +25 +0.1%
WP
1027
WealthShield Partners
North Carolina
$1.31M +$1.75K +35 +0.1%
WA
1028
WBH Advisory
Maryland
$1.3M +$1.3M +26,075 New
DSC
1029
Duncker Streett & Co
Missouri
$1.3M -$42K -840 -3%
TMWM
1030
Taylor & Morgan Wealth Management
Michigan
$1.29M +$200K +3,995 +18%
AFG
1031
Allegheny Financial Group
Pennsylvania
$1.29M +$110K +2,205 +9%
PWG
1032
Private Wealth Group
Florida
$1.29M – – –
TWM
1033
Thrive Wealth Management
Pennsylvania
$1.28M +$492K +9,830 +62%
H
1034
HoyleCohen
California
$1.28M +$72.3K +1,445 +6%
AWP
1035
Ascent Wealth Partners
New York
$1.28M +$8.26K +165 +0.7%
PFG
1036
Pinnacle Financial Group
Illinois
$1.28M – – –
EGWAG
1037
Elwood & Goetz Wealth Advisory Group
Georgia
$1.27M -$38.8K -775 -3%
CCA
1038
Cora Capital Advisors
New Jersey
$1.26M -$56.3K -1,125 -4%
GI
1039
GS Investments
Minnesota
$1.25M +$8.76K +175 +0.7%
AIP
1040
Almanack Investment Partners
Pennsylvania
$1.25M -$1.25K -25 -0.1%
NAG
1041
Northstar Advisory Group
New Jersey
$1.25M -$14M -279,675 -92%
FAAM
1042
First Ascent Asset Management
Colorado
$1.24M +$57.8K +1,155 +5%
ESB
1043
Essex Savings Bank
Connecticut
$1.24M -$141K -2,825 -10%
KLCM
1044
KG&L Capital Management
Louisiana
$1.24M +$24.8K +495 +2%
Empower Advisory Group
1045
Empower Advisory Group
Colorado
$1.23M +$1.23M +24,645 New
MJRIC
1046
Mogy Joel R Investment Counsel
California
$1.23M +$302K +6,045 +33%
MCA
1047
Magnolia Capital Advisors
Mississippi
$1.22M -$4K -80 -0.3%
DI
1048
Disciplined Investments
Oklahoma
$1.22M -$58.5K -1,170 -5%
EW
1049
Evoke Wealth
California
$1.21M -$2K -40 -0.2%
VWA
1050
V Wealth Advisors
Kansas
$1.2M -$116K -2,315 -9%
40 41
42
43 44