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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 %
BOSSRA
1351
B.O.S.S. Retirement Advisors
Utah
$542K +$83.5K +1,670 +18%
ClearBridge Investments
1352
ClearBridge Investments
New York
$541K -$53.5K -1,070 -9%
JLBC
1353
J.L. Bainbridge & Co
Florida
$540K – – –
MWM
1354
Merriman Wealth Management
Washington
$540K – – –
SAM
1355
Summit Asset Management
Tennessee
$539K -$35.5K -710 -6%
HWM
1356
Hohimer Wealth Management
Washington
$539K -$5.5K -110 -1%
LSPW
1357
Lake Street Private Wealth
Illinois
$537K +$12K +240 +2%
PS
1358
Planned Solutions
California
$537K +$1.5K +30 +0.3%
FHC
1359
First Heartland Consultants
Missouri
$536K -$1.5K -30 -0.3%
MWA
1360
Motive Wealth Advisors
Michigan
$533K -$889K -17,765 -63%
EHC
1361
Everett Harris & Co
California
$532K +$5.25K +105 +1%
FFW
1362
Fusion Family Wealth
New York
$530K -$6K -120 -1%
SCA
1363
STALEY CAPITAL ADVISERS
Pennsylvania
$529K +$529K +10,580 New
MCM
1364
McRae Capital Management
New Jersey
$525K -$3K -60 -0.6%
KWS
1365
Keystone Wealth Services
California
$524K – – –
PAM
1366
Peak Asset Management
Colorado
$523K – – –
HWM
1367
Howard Wealth Management
Connecticut
$523K -$24.8K -495 -5%
NCM
1368
Narwhal Capital Management
Georgia
$523K – – –
VCP
1369
Verus Capital Partners
Arizona
$522K +$209K +4,185 +67%
DTC
1370
Davidson Trust Company
Washington
$521K +$2K +40 +0.4%
MWM
1371
Maripau Wealth Management
Indiana
$520K +$16.8K +335 +3%
EP
1372
Eudaimonia Partners
Tennessee
$519K -$29.3K -585 -5%
ACP
1373
Aviance Capital Partners
Florida
$517K – – –
IA
1374
Insight Advisors
Pennsylvania
$517K -$2.5K -50 -0.5%
FANJ
1375
Financial Architects (New Jersey)
New Jersey
$516K +$112K +2,240 +28%
53 54
55
56 57