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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 %
PO
1701
Private Ocean
California
$235K -$3.75K -75 -2%
LC
1702
Lavaca Capital
Texas
$235K -$1K -20 -0.4%
CWS
1703
Cypress Wealth Services
California
$235K – – –
LA
1704
LVW Advisors
New York
$233K – – –
CCMI
1705
Creative Capital Management Investments
California
$233K +$224K +4,470 +2,416%
EWA
1706
Evolution Wealth Advisors
Florida
$232K – – –
SF
1707
Safeguard Financial
Wisconsin
$230K +$11K +220 +5%
CCA
1708
Column Capital Advisors
Indiana
$229K – – –
RFA
1709
Resurgent Financial Advisors
Georgia
$229K -$219K -4,380 -49%
FNBTCON
1710
First National Bank & Trust Co of Newtown
Pennsylvania
$229K +$229K +4,580 New
SL
1711
Sentry LLC
Tennessee
$229K +$229K +4,575 New
SW
1712
SkyOak Wealth
Michigan
$229K +$229K +4,575 New
KC
1713
Kenfarb & Co
Kentucky
$229K – – –
CFGSD
1714
Compass Financial Group (South Dakota)
South Dakota
$229K -$6.75K -135 -3%
RWS
1715
Resolute Wealth Strategies
Mississippi
$228K +$228K +4,560 New
NAS
1716
Nicolet Advisory Services
Wisconsin
$228K -$38.8K -795 -15%
GWSG
1717
GPS Wealth Strategies Group
Colorado
$228K +$228K +4,560 New
GIP
1718
Granite Investment Partners
California
$228K – – –
SWM
1719
Seed Wealth Management
Illinois
$228K – – –
AOWM
1720
Alpha Omega Wealth Management
Virginia
$227K +$227K +4,530 New
SVWAG
1721
Sound View Wealth Advisors Group
Georgia
$226K -$216K -4,315 -49%
MHWM
1722
Montz Harcus Wealth Management
Louisiana
$226K +$750 +15 +0.3%
HPIA
1723
Hamilton Point Investment Advisors
North Carolina
$225K +$225K +4,500 New
KWM
1724
KFG Wealth Management
Indiana
$225K +$225K +4,505 New
SCA
1725
Stonebridge Capital Advisors
Minnesota
$224K +$17.8K +355 +9%
67 68
69
70 71