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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 %
CSWM
1476
Cassady Schiller Wealth Management
Ohio
$415K -$19.3K -385 -4%
PGIM
1477
Pacific Global Investment Management
California
$413K – – –
DI
1478
DAGCO Inc
Ohio
$412K -$5K -100 -1%
KFA
1479
Kelleher Financial Advisors
New York
$412K +$412K +8,225 New
VFPI
1480
Vantage Financial Partners (Illinois)
Illinois
$411K +$38.3K +765 +10%
WPP
1481
Whalerock Point Partners
Rhode Island
$409K – – –
JPG
1482
Jordan Park Group
California
$408K – – –
SCP
1483
Stevens Capital Partners
Nebraska
$406K +$28.8K +575 +8%
JHCP
1484
Jackson Hole Capital Partners
Oklahoma
$405K -$1.25K -25 -0.3%
NCM
1485
NCM Capital Management
New Jersey
$404K -$153K -3,055 -27%
First Manhattan
1486
First Manhattan
New York
$402K – – –
WP
1487
Westmount Partners
California
$401K +$751 +15 +0.2%
HFS
1488
Haverford Financial Services
Pennsylvania
$400K – – –
PCG
1489
Prosperity Consulting Group
Maryland
$400K +$2.25K +45 +0.6%
HT
1490
Heritage Trust
Oklahoma
$399K – – –
MCA
1491
Martin Capital Advisors
Texas
$399K – – –
FSA
1492
Fort Sheridan Advisors
Illinois
$399K +$12K +240 +3%
SFG
1493
Sunburst Financial Group
Alabama
$398K -$250 -5 -0.1%
KTA
1494
Keeley-Teton Advisors
Illinois
$397K +$25K +500 +7%
SRC
1495
Shufro Rose & Co
New York
$395K – – –
RFWA
1496
RPg Family Wealth Advisory
Massachusetts
$394K – – –
WMA
1497
Wealth Management Associates
New Jersey
$394K – – –
PCS
1498
Personal CFO Solutions
New Jersey
$391K +$7.26K +145 +2%
AW
1499
Avion Wealth
Texas
$390K +$212K +4,395 +119%
HBT
1500
Hills Bank & Trust
Iowa
$389K +$177K +3,530 +83%
58 59
60
61 62