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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 %
SIS
1901
Sound Income Strategies
Florida
$1.5K -$750 -15 -33%
ACB
1902
Aristotle Capital Boston
Massachusetts
$1.5K -$75.5K -1,510 -98%
CCM
1903
Copeland Capital Management
Pennsylvania
$1K -$60K -600 -98%
RMC
1904
Resources Management Corp
Connecticut
$1K -$317 -475 -24%
SWG
1905
Summit Wealth Group
Vermont
$1K +$1K +963,115 New
OIS
1906
Okabena Investment Services
Minnesota
$750 -$100K -2,005 -99%
SFCL
1907
Strengthening Families & Communities LLC
Massachusetts
$104 +$1 +10 +0.5%
FGAM
1908
Financial Gravity Asset Management
Texas
$76 +$76 +1,510 New
PIM
1909
Parker Investment Management
California
– -$106M -2,190,825 Closed
RVPG
1910
Relative Value Partners Group
– -$15.5M -319,590 Closed
SG
1911
StoneX Group
New York
– -$13.5M -279,380 Closed
SCM
1912
SCS Capital Management
Massachusetts
– -$5.27M -108,900 Closed
EG
1913
Ellerson Group
Maryland
– -$4.18M -86,315 Closed
GP
1914
Geneva Partners
Wisconsin
– -$4.08M -84,235 Closed
FAM
1915
Frontier Asset Management
Wyoming
– -$3.8M -78,595 Closed
TWA
1916
Tillar-Wenstrup Advisors
Ohio
– -$2.85M -58,965 Closed
HAS
1917
HBW Advisory Services
California
– -$2.31M -47,655 Closed
SWM
1918
SigFig Wealth Management
California
– -$2.22M -45,720 Closed
FFG
1919
Ford Financial Group
California
– -$2.01M -41,545 Closed
GWA
1920
GGM Wealth Advisors
Maryland
– -$1.93M -39,010 Closed
NCG
1921
Newport Capital Group
New Jersey
– -$1.74M -35,995 Closed
PFA
1922
Pinnacle Family Advisors
Missouri
– -$1.33M -27,410 Closed
TI
1923
Tidal Investments
Wisconsin
– -$1.23M -25,450 Closed
DLHL
1924
Donald L. Hagan LLC
Florida
– -$1M -20,750 Closed
AAS
1925
Asset Allocation Strategies
Michigan
– -$885K -18,290 Closed
75 76
77
78 79