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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 %
DP
1501
DDD Partners
Washington
$389K – – –
LAIC
1502
Lederer & Associates Investment Counsel
California
$388K – – –
MSCM
1503
McElhenny Sheffield Capital Management
Texas
$388K +$133K +2,655 +52%
BFA
1504
Buttonwood Financial Advisors
Maryland
$387K +$6.5K +130 +2%
SCM
1505
Schnieders Capital Management
California
$386K -$23.8K -475 -6%
KAH
1506
Kathryn A. Hall
$385K – – –
AC
1507
AWM Capital
Arizona
$383K +$383K +7,660 New
TFM
1508
TFC Financial Management
Massachusetts
$382K +$319K +6,375 +504%
TT
1509
TI-Trust
Illinois
$381K -$5K -100 -1%
WC
1510
Waterloo Capital
Texas
$379K +$379K +7,565 New
FPB
1511
First PREMIER Bank
South Dakota
$378K – – –
LA
1512
LexAurum Advisors
Kansas
$378K -$175K -3,495 -32%
TW
1513
TrinityPoint Wealth
Connecticut
$377K +$4.75K +95 +1%
ICM
1514
IMS Capital Management
Oregon
$376K -$11K -220 -3%
SAM
1515
Selway Asset Management
$375K – – –
IWA
1516
Intercontinental Wealth Advisors
Texas
$375K – – –
FA
1517
Faithward Advisors
Pennsylvania
$374K +$34.9K +720 +10%
HBW
1518
Hazlett, Burt & Watson
West Virginia
$370K +$83.2K +1,630 +29%
AWA
1519
Alta Wealth Advisors
Massachusetts
$368K – – –
WG
1520
Welch Group
Alabama
$367K -$1.25K -25 -0.3%
ICG
1521
InterOcean Capital Group
Tennessee
$367K -$437K -8,740 -54%
BWM
1522
Baystate Wealth Management
Massachusetts
$366K -$296K -5,910 -45%
GCA
1523
Greenwood Capital Associates
South Carolina
$364K -$439K -8,775 -55%
AWM
1524
Abound Wealth Management
Tennessee
$364K +$60.3K +1,205 +20%
MIAS
1525
Mason Investment Advisory Services
Virginia
$362K -$16.5K -330 -4%
59 60
61
62 63