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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 %
HC
1276
Hamilton Capital
Ohio
$634K +$2K +40 +0.3%
IPW
1277
Intergy Private Wealth
Colorado
$632K -$30.3K -605 -5%
AFG
1278
ABLE Financial Group
Arizona
$632K +$632K +12,630 New
TIM
1279
Tortoise Investment Management
New York
$627K +$13K +260 +2%
TW
1280
Towerpoint Wealth
California
$627K -$57.5K -1,150 -8%
SS
1281
Sunbelt Securities
Texas
$626K +$47.2K +960 +8%
APW
1282
Austin Private Wealth
Texas
$625K – – –
BI
1283
Ballast Inc
Kentucky
$623K – – –
HWM
1284
Horizons Wealth Management
North Carolina
$618K +$7.51K +150 +1%
AF
1285
Alerus Financial
North Dakota
$618K – – –
GSIS
1286
Global Strategic Investment Solutions
Arizona
$617K +$223K +4,460 +57%
SC
1287
Stephens Consulting
Michigan
$616K +$92.8K +1,855 +18%
MSFS
1288
Main Street Financial Solutions
Pennsylvania
$615K -$14.8K -295 -2%
FPWM
1289
FSB Premier Wealth Management
Iowa
$614K -$14.5K -290 -2%
JWWM
1290
Johnson & White Wealth Management
Pennsylvania
$612K -$5.87M -117,320 -91%
PP
1291
Patten & Patten
Tennessee
$610K +$63.8K +1,275 +12%
DBT
1292
Dubuque Bank & Trust
Iowa
$610K – – –
BWP
1293
Baldwin Wealth Partners
Massachusetts
$609K – – –
PL
1294
Plancorp LLC
Missouri
$609K – – –
TCA
1295
Transcend Capital Advisors
New Jersey
$608K +$55.3K +1,105 +10%
SWM
1296
SeaCrest Wealth Management
New York
$606K +$7.51K +150 +1%
LDB
1297
Lee, Danner & Bass
Tennessee
$597K – – –
BFA
1298
Bragg Financial Advisors
North Carolina
$597K – – –
GGI
1299
Godsey & Gibb Inc
Virginia
$596K +$596K +11,915 New
WAM
1300
Weatherly Asset Management
California
$594K -$10K -200 -2%
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52
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