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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 %
ACM
1626
Advance Capital Management
Michigan
$285K +$1K +20 +0.4%
WA
1627
Wambolt & Associates
Colorado
$285K +$285K +5,690 New
GKWIM
1628
Gerber Kawasaki Wealth & Investment Management
California
$284K +$22.5K +450 +9%
GI
1629
Gradient Investments
Minnesota
$283K -$21.8K -435 -7%
NB
1630
Nicolet Bankshares
Wisconsin
$282K +$46.3K +925 +20%
STA
1631
Summit Trail Advisors
New York
$282K -$376K -7,525 -57%
FAM
1632
Family Asset Management
South Carolina
$282K -$751 -15 -0.3%
GSC
1633
Grey Street Capital
Illinois
$281K +$281K +5,625 New
MWM
1634
McNaughton Wealth Management
California
$280K – – –
SLF
1635
Sun Life Financial
Ontario, Canada
$278K – – –
CAM
1636
Concorde Asset Management
Michigan
$276K -$37.3K -745 -12%
Commonwealth Equity Services
1637
Commonwealth Equity Services
Massachusetts
$276K +$4.61K +92,195 +2%
LOPW
1638
Live Oak Private Wealth
North Carolina
$275K -$42.5K -850 -13%
BTW
1639
Boston Trust Walden
Massachusetts
$275K – – –
RJTCONH
1640
Raymond James Trust Company of New Hampshire
New Hampshire
$274K -$50.3K -1,005 -15%
WIP
1641
WealthCare Investment Partners
Rhode Island
$273K -$18.5K -370 -6%
SAM
1642
Strategy Asset Managers
California
$271K -$29.3K -585 -10%
GA
1643
Geller Advisors
New York
$270K – – –
FP
1644
Financial Perspectives
Minnesota
$270K +$1K +20 +0.4%
EBA
1645
Eagle Bay Advisors
New York
$270K +$200K +4,000 +287%
ACA
1646
Affinity Capital Advisors
California
$269K +$500 +10 +0.2%
MWA
1647
Monograph Wealth Advisors
California
$268K – – –
SWM
1648
Segment Wealth Management
Texas
$267K – – –
PA
1649
Procyon Advisors
Connecticut
$266K +$266K +5,320 New
BFA
1650
Bluestem Financial Advisors
Illinois
$266K +$250 +5 +0.1%
64 65
66
67 68