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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 %
AWAG
1651
ARS Wealth Advisors Group
Florida
$265K – – –
NP
1652
NorthRock Partners
Minnesota
$265K -$72K -1,440 -21%
DWA
1653
Douglass Winthrop Advisors
New York
$264K +$264K +5,270 New
JJBC
1654
James J. Burns & Company
New York
$264K +$264K +5,285 New
SWRP
1655
Summit Wealth & Retirement Planning
California
$264K – – –
RCM
1656
Requisite Capital Management
Texas
$264K +$264K +5,275 New
VWA
1657
Visionary Wealth Advisors
Illinois
$262K +$250 +5 +0.1%
WAG
1658
Wallace Advisory Group
California
$261K – – –
BWM
1659
BCGM Wealth Management
Indiana
$261K -$129K -2,580 -33%
EA
1660
Ellsworth Advisors
Ohio
$259K +$259K +5,175 New
CAM
1661
Crestone Asset Management
Colorado
$258K – – –
BAM
1662
BOS Asset Management
Illinois
$256K -$8.26K -165 -3%
HAIM
1663
Hunter Associates Investment Management
Pennsylvania
$253K +$15.1K +300 +6%
AA
1664
Aufman Associates
Pennsylvania
$252K – – –
WTA
1665
Washington Trust Advisors
Massachusetts
$252K – – –
APW
1666
Aurora Private Wealth
New Jersey
$252K +$1K +20 +0.4%
WPC
1667
White Pine Capital
Minnesota
$252K -$1K -20 -0.4%
NAMP
1668
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$251K – – –
CST
1669
Charles Schwab Trust
Nevada
$251K +$251K +5,025 New
MPW
1670
Monterey Private Wealth
California
$251K +$250 +5 +0.1%
FM
1671
Family Management
New York
$251K +$5K +100 +2%
BFG
1672
Barber Financial Group
Kansas
$251K +$1.5K +30 +0.6%
BAM
1673
Bosun Asset Management
Illinois
$250K – – –
WP
1674
WMS Partners
Maryland
$248K – – –
FAG
1675
Fortitude Advisory Group
Washington
$248K +$24K +480 +11%
65 66
67
68 69