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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
$1.67B
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$3.94B
3
US Bancorp
US Bancorp
Minnesota
$603M
4
BBA
BLB&B Advisors
Pennsylvania
$56.5M
5
Cerity Partners
Cerity Partners
New York
$74.8M

Top Sellers

1
CSA
Cottage Street Advisors
Massachusetts
$5.35M
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
$371M
3
CAM
Cresset Asset Management
Illinois
$78.6M
4
BlackRock
BlackRock
New York
$1.07B
5
HNB
Huntington National Bank
Ohio
$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPP
151
Single Point Partners
Massachusetts
$38.7M +$1.74M +34,865 +5%
WPA
152
West Paces Advisors
Georgia
$38.6M -$599K -11,980 -2%
RWB
153
RMR Wealth Builders
New Jersey
$38.5M +$2.66M +53,100 +7%
HFS
154
HBC Financial Services
Washington
$38.4M +$11.2K +225 +0%
CAI
155
Capital Advisors Inc
Oklahoma
$38.2M +$1.04M +20,855 +3%
GW
156
GW & Wade
Massachusetts
$38.2M +$1.89M +37,790 +5%
FBFS
157
First Business Financial Services
Wisconsin
$38M +$684K +13,680 +2%
MGIA
158
Moneta Group Investment Advisors
Missouri
$37.6M +$7.62M +152,205 +25%
CW
159
Connectus Wealth
Ohio
$37.4M -$3.05M -60,720 -8%
EH
160
Equitable Holdings
New York
$37.2M -$1.87M -37,430 -5%
Rafferty Asset Management
161
Rafferty Asset Management
New York
$37M +$5.92M +118,415 +19%
PI
162
PFS Investments
Georgia
$36.4M +$10.2M +210,055 +39%
Manulife (Manufacturers Life Insurance)
163
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$35.9M +$2.14M +42,745 +6%
WAP
164
Wealthcare Advisory Partners
Pennsylvania
$35.6M -$84.8K -1,695 -0.2%
Lazard Asset Management
165
Lazard Asset Management
New York
$35.3M -$191K -3,820 -0.5%
EWM
166
Evermay Wealth Management
Virginia
$35.2M -$731K -14,620 -2%
PP
167
PDS Planning
Ohio
$35.2M +$1.95M +39,025 +6%
T
168
TrueFG
Texas
$35M +$423K +8,445 +1%
JWA
169
JFS Wealth Advisors
Pennsylvania
$34.8M -$583K -11,645 -2%
Fiera Capital (Canada)
170
Fiera Capital (Canada)
Quebec, Canada
$34M +$3.31M +66,225 +11%
BWA
171
BDO Wealth Advisors
Florida
$33.9M -$482K -9,625 -1%
QCG
172
Quadrant Capital Group
Ohio
$33.4M +$963K +19,255 +3%
MW
173
MBL Wealth
North Carolina
$33.3M +$1.67M +33,290 +5%
IAN
174
Integrated Advisors Network
Texas
$33M +$475K +9,485 +1%
IWC
175
Integrated Wealth Concepts
Massachusetts
$32.5M +$5.2M +104,025 +19%
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