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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 %
CAMG
1526
CWA Asset Management Group
Florida
$360K -$63.8K -1,275 -15%
JFG
1527
JMG Financial Group
Illinois
$360K – – –
SFO
1528
Stokes Family Office
Louisiana
$360K +$1.25K +25 +0.3%
DWM
1529
Defined Wealth Management
Oregon
$358K -$11.8K -235 -3%
CFO
1530
Custos Family Office
Texas
$358K +$500 +10 +0.1%
BB
1531
Bell Bank
North Dakota
$358K +$358K +7,150 New
RRCM
1532
Rappaport Reiches Capital Management
Illinois
$356K – – –
EA
1533
Eudaimonia Advisors
Tennessee
$356K -$66K -1,320 -16%
CCT
1534
Capital City Trust
Florida
$355K – – –
MPCL
1535
My Personal CFO LLC
Washington
$355K +$350K +7,000 +7,000%
FWM
1536
Focused Wealth Management
New York
$355K -$15.5K -310 -4%
SB
1537
Sunflower Bank
Texas
$354K -$6.75K -135 -2%
SBIA
1538
Sheaff Brock Investment Advisors
Indiana
$354K – – –
CA
1539
Calton & Associates
Florida
$354K -$530K -10,600 -60%
FWP
1540
Falcon Wealth Planning
California
$351K -$4.75K -95 -1%
BCM
1541
Basso Capital Management
Connecticut
$350K – – –
RBFC
1542
Roman Butler Fullerton & Co
Missouri
$344K -$4.64K -95 -1%
MCCA
1543
Mill Creek Capital Advisors
Pennsylvania
$344K – – –
CWM
1544
Concentrum Wealth Management
California
$343K +$9.51K +190 +3%
GWM
1545
Greenhouse Wealth Management
Connecticut
$342K +$1.25K +25 +0.4%
ACM
1546
AlphaStar Capital Management
North Carolina
$342K -$229K -4,585 -40%
VWM
1547
Venturi Wealth Management
Texas
$342K -$25K -500 -7%
WFAG
1548
Worth Financial Advisory Group
North Carolina
$341K +$29K +580 +9%
WW
1549
Westshore Wealth
California
$341K -$423K -8,450 -55%
LIA
1550
LS Investment Advisors
Michigan
$341K +$28.8K +575 +9%
60 61
62
63 64