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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 %
BCA
1226
Bay Colony Advisors
Massachusetts
$727K +$7.13K +145 +1%
DSA
1227
Droms Strauss Advisors
Missouri
$726K +$500 +10 +0.1%
RWRC
1228
R.W. Roge & Company
New York
$725K -$1.56M -31,185 -68%
GWSA
1229
Global Wealth Strategies & Associates
Colorado
$722K -$12.3K -245 -2%
CCA
1230
Conservest Capital Advisors
Pennsylvania
$722K +$154K +3,070 +27%
WCG
1231
Weaver Consulting Group
California
$722K -$23K -460 -3%
GAG
1232
GM Advisory Group
New York
$721K +$238K +4,765 +49%
MLL
1233
Moody Lynn & Lieberson
Massachusetts
$714K -$15.8K -315 -2%
ACM
1234
Arlington Capital Management
Illinois
$713K +$201K +4,020 +39%
FFN
1235
Focus Financial Network
Minnesota
$713K +$1.5K +30 +0.2%
GWM
1236
Greenwich Wealth Management
Connecticut
$712K -$37.5K -750 -5%
OCM
1237
One Capital Management
California
$708K -$35.5K -710 -5%
WFA
1238
Wells Financial Advisors
Massachusetts
$706K -$3.25K -65 -0.5%
FA
1239
Fiducient Advisors
Illinois
$701K -$121K -2,420 -15%
MCM
1240
MV Capital Management
Maryland
$690K +$530K +10,600 +331%
CWC
1241
Carolinas Wealth Consulting
North Carolina
$687K +$1.25K +25 +0.2%
PCA
1242
Prosperity Capital Advisors
Ohio
$686K -$175K -3,490 -20%
ACP
1243
Aveo Capital Partners
Colorado
$682K -$1.5K -30 -0.2%
YWS
1244
Yarger Wealth Strategies
Ohio
$682K -$35K -700 -5%
Citadel Advisors
1245
Citadel Advisors
Florida
$681K -$14.9M -298,250 -96%
SWM
1246
Shelton Wealth Management
Texas
$677K – – –
CMP
1247
Courage Miller Partners
Virginia
$676K -$49.3K -985 -7%
NRI
1248
NFP Retirement Inc
California
$675K -$18.3K -365 -3%
EIA
1249
Edgemoor Investment Advisors
Maryland
$673K – – –
NWMG
1250
National Wealth Management Group
Ohio
$670K +$446K +9,200 +199%
48 49
50
51 52