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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 %
CHA
1101
Carmichael Hill & Associates
Maryland
$1.07M +$46.3K +925 +5%
National Bank of Canada
1102
National Bank of Canada
Quebec, Canada
$1.07M +$9.75K +195 +0.9%
WMP
1103
Wealth Management Partners
Arizona
$1.07M +$66.3K +1,325 +7%
EIA
1104
Eldridge Investment Advisors
New Hampshire
$1.06M +$38.5K +770 +4%
CFA
1105
CWS Financial Advisors
Michigan
$1.06M +$297K +5,940 +39%
LA
1106
Lane & Associates
New Jersey
$1.06M -$8.76K -175 -0.8%
CWA
1107
Continuum Wealth Advisors
New York
$1.06M -$1.09M -21,710 -51%
DWM
1108
Dakota Wealth Management
Florida
$1.05M -$79.3K -1,585 -7%
SXL
1109
Summit X LLC
Missouri
$1.05M -$4.24M -84,735 -80%
SFP
1110
Sweet Financial Partners
Minnesota
$1.05M +$806K +16,110 +328%
CWS
1111
Confluence Wealth Services
Pennsylvania
$1.05M +$33.5K +670 +3%
KL
1112
KWMG LLC
Kansas
$1.05M -$130K -2,595 -11%
IIM
1113
Ipswich Investment Management
Massachusetts
$1.04M +$18.8K +375 +2%
HCM
1114
Hollencrest Capital Management
California
$1.04M – – –
FH
1115
FWG Holdings
Florida
$1.04M -$1.93M -38,625 -65%
EWA
1116
EverSource Wealth Advisors
Alabama
$1.04M +$45.8K +915 +5%
VAS
1117
Vestmark Advisory Solutions
Massachusetts
$1.03M +$246K +4,925 +31%
CCWM
1118
Cassaday & Co Wealth Management
Virginia
$1.03M -$9.01K -180 -0.9%
TFA
1119
Tranquilli Financial Advisor
New Jersey
$1.02M -$14K -280 -1%
JBA
1120
Johnson Bixby & Associates
Washington
$1.02M -$17.5K -350 -2%
JWBC
1121
John W. Brooker & Co
California
$1.02M +$3.24K +65 +0.3%
BWCS
1122
Beirne Wealth Consulting Services
Connecticut
$1.02M -$46.2K -920 -4%
ACG
1123
Allen Capital Group
Nebraska
$1.01M -$141K -2,825 -12%
RA
1124
Ruggaard & Associates
Ohio
$1.01M +$1.01M +20,225 New
SFP
1125
Shepherd Financial Partners
Massachusetts
$997K – – –
43 44
45
46 47