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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 %
PWM
1151
PBMares Wealth Management
Virginia
$919K +$692K +13,825 +305%
CGPCS
1152
Capital Group Private Client Services
California
$919K +$276K +5,510 +43%
BCM
1153
Brookmont Capital Management
Texas
$914K +$250 +5 +0%
ICP
1154
Interchange Capital Partners
Pennsylvania
$914K +$185K +3,700 +25%
SEEDPG
1155
S.E.E.D. Planning Group
New York
$914K -$141K -2,815 -13%
FI
1156
Financial Insights
Washington
$911K -$62.8K -1,255 -6%
PMFA
1157
Plante Moran Financial Advisors
Michigan
$909K -$12K -240 -1%
BWA
1158
Beam Wealth Advisors
Louisiana
$901K -$4.25K -85 -0.5%
MBTD
1159
Mechanics Bank - Trust Department
California
$901K -$46.3K -925 -5%
BC
1160
Bowman & Company
Wisconsin
$901K -$414K -8,280 -31%
CAWM
1161
Capital Advisors Wealth Management
Washington
$898K +$2.75K +55 +0.3%
TCOT
1162
Trust Company of Toledo
Ohio
$898K -$50K -1,000 -5%
AIM
1163
Anchor Investment Management
South Carolina
$897K -$5K -100 -0.6%
IPW
1164
Invictus Private Wealth
Colorado
$894K -$40.8K -815 -4%
PWP
1165
Principle Wealth Partners
Connecticut
$888K -$5.25K -105 -0.6%
PVI
1166
Pine Valley Investments
New Jersey
$887K +$887K +20,745 New
NL
1167
NWAM LLC
Washington
$875K -$4.11M -82,170 -82%
DACG
1168
Donor Advised Charitable Giving
California
$871K +$25.5K +510 +3%
SAM
1169
S.A. Mason
Michigan
$870K -$300K -6,000 -26%
CWM
1170
Capital Wealth Management
Rhode Island
$866K -$4.05M -81,035 -82%
SFA
1171
Source Financial Advisors
New York
$865K -$103K -2,060 -11%
TA
1172
TFG Advisers
Michigan
$863K +$14K +280 +2%
GA
1173
Greenspring Advisors
Maryland
$861K +$84.8K +1,695 +11%
CRI
1174
Colonial River Investments
Virginia
$855K +$44.8K +895 +6%
IAG
1175
Investment Advisory Group
Massachusetts
$854K -$127K -2,535 -13%
45 46
47
48 49