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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 %
CM
1926
Columbus Macro
Pennsylvania
– -$854K -17,645 Closed
MWA
1927
MFA Wealth Advisors
Pennsylvania
– -$843K -17,420 Closed
RDWM
1928
Red Door Wealth Management
Tennessee
– -$717K -14,815 Closed
NLP
1929
Next Level Private
New York
– -$659K -13,280 Closed
KWILP
1930
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$606K -12,520 Closed
LAM
1931
L2 Asset Management
Massachusetts
– -$600K -12,395 Closed
LBC
1932
Lawrence B. Cohen
– -$481K -9,950 Closed
LG
1933
LAM Group
Oregon
– -$447K -9,250 Closed
CAM
1934
Congress Asset Management
Massachusetts
– -$438K -9,050 Closed
Renaissance Technologies
1935
Renaissance Technologies
New York
– -$435K -9,000 Closed
TCB
1936
Texas Capital Bancshares
Texas
– -$410K -8,470 Closed
SFMG
1937
Sage Financial Management Group
Virginia
– -$368K -7,600 Closed
PIA
1938
Pinion Investment Advisors
Kansas
– -$331K -6,850 Closed
TPW
1939
Tiller Private Wealth
Pennsylvania
– -$330K -6,825 Closed
DWA
1940
Delap Wealth Advisory
Oregon
– -$282K -5,830 Closed
HWP
1941
Heritage Wealth Partners
Ohio
– -$286K -5,705 Closed
TCWM
1942
Total Clarity Wealth Management
Illinois
– -$271K -5,605 Closed
AC
1943
Anson Capital
Georgia
– -$250K -5,175 Closed
Victory Capital Management
1944
Victory Capital Management
Texas
– -$243K -5,025 Closed
RWA
1945
Redmont Wealth Advisors
Illinois
– -$242K -5,000 Closed
MCM
1946
Morton Capital Management
California
– -$241K -4,985 Closed
UW
1947
Unique Wealth
Florida
– -$240K -4,970 Closed
JWM
1948
JFG Wealth Management
Colorado
– -$238K -4,925 Closed
EP
1949
EPIQ Partners
Minnesota
– -$238K -4,920 Closed
RW
1950
Regimen Wealth
Georgia
– -$238K -4,915 Closed
76 77
78
79 80