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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 %
EWM
1451
Executive Wealth Management
Michigan
$435K -$2K -40 -0.5%
SFP
1452
Strategic Financial Partners
Oregon
$434K -$2.75K -55 -0.6%
API
1453
Advisor Partners II
California
$433K +$433K +8,745 New
CPA
1454
Cardiff Park Advisors
California
$433K +$500 +10 +0.1%
TPW
1455
Transatlantique Private Wealth
New York
$431K +$431K +8,620 New
GSAM
1456
Grant Street Asset Management
Pennsylvania
$431K +$1.75K +35 +0.4%
DL
1457
DOHJ LLC
Washington
$430K -$11.5K -230 -3%
WCP
1458
Wick Capital Partners
Pennsylvania
$430K +$250 +5 +0.1%
AFAS
1459
Acorn Financial Advisory Services
Virginia
$429K +$5.25K +105 +1%
MAC
1460
Mason & Associates (California)
California
$429K +$250 +5 +0.1%
WAM
1461
WNY Asset Management
New York
$426K – – –
PCM
1462
Palisade Capital Management
New Jersey
$426K +$33.8K +675 +9%
HFAS
1463
Hummer Financial Advisory Services
Illinois
$423K – – –
IIC
1464
Ironwood Investment Counsel
Arizona
$422K +$27.5K +550 +7%
W
1465
WorthPointe
California
$422K +$197K +3,935 +88%
NRC
1466
New Republic Capital
North Carolina
$421K +$255K +5,100 +154%
GG
1467
Greenwood Gearhart
Arkansas
$421K -$34K -680 -7%
CIA
1468
Choate Investment Advisors
Massachusetts
$421K – – –
SRC
1469
Sage Rhino Capital
California
$420K – – –
CP
1470
Capital Planning
Washington
$420K – – –
MBFW
1471
Morton Brown Family Wealth
Pennsylvania
$419K +$253K +5,050 +152%
LWCFA
1472
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$419K -$7.26K -145 -2%
LCM
1473
LVM Capital Management
Michigan
$418K -$7.25K -145 -2%
SIAP
1474
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$415K – – –
1WA
1475
180 Wealth Advisors
Washington
$415K -$250 -5 -0.1%
57 58
59
60 61