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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 %
RIA
1326
Realta Investment Advisors
Delaware
$566K -$250K -4,995 -31%
DWP
1327
Daymark Wealth Partners
Ohio
$566K +$275K +5,495 +94%
AWM
1328
Aprio Wealth Management
Georgia
$563K +$59.3K +1,185 +12%
SAG
1329
Spotlight Asset Group
Illinois
$561K +$561K +12,170 New
GIA
1330
Guyasuta Investment Advisors
Pennsylvania
$561K – – –
TVAMP
1331
Tennessee Valley Asset Management Partners
Tennessee
$560K -$34.3K -685 -6%
KFI
1332
Key Financial Inc
Pennsylvania
$559K +$51.5K +1,030 +10%
FC
1333
Financial Consulate
Maryland
$559K -$36K -720 -6%
ZIG
1334
Zullo Investment Group
Pennsylvania
$558K -$61.8K -1,235 -10%
OAM
1335
Oak Asset Management
California
$557K -$1.25K -25 -0.2%
CCP
1336
Clarkston Capital Partners
Michigan
$557K – – –
AMM
1337
American Money Management
California
$554K +$1K +20 +0.2%
FCA
1338
Fortis Capital Advisors
Kansas
$552K +$344K +6,880 +165%
WPC
1339
Waters Parkerson & Co
Louisiana
$551K -$5.01K -100 -0.9%
X
1340
Xponance
Pennsylvania
$550K -$1.53M -30,605 -74%
MFG
1341
Mendota Financial Group
Wisconsin
$550K +$199K +3,710 +57%
JWCA
1342
J.W. Coons Advisors
Ohio
$549K +$7.76K +155 +1%
HGERS
1343
Householder Group Estate & Retirement Specialist
Arizona
$547K +$547K +10,935 New
TIAM2
1344
Tru Independence Asset Management 2
Oregon
$546K +$546K +10,910 New
LPIC
1345
LeJeune Puetz Investment Counsel
Michigan
$545K – – –
SWM
1346
SFG Wealth Management
Maryland
$545K -$3K -60 -0.5%
RG
1347
Retirement Group
California
$544K -$38K -760 -7%
RBC
1348
Romano Brothers & Co
Illinois
$543K – – –
NG
1349
NWK Group
California
$542K +$48K +960 +10%
OCG
1350
Opus Capital Group
Ohio
$542K -$5.75K -115 -1%
52 53
54
55 56