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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 %
HFS
1301
Howard Financial Services
Texas
$593K +$4.25K +85 +0.7%
MA
1302
MONECO Advisors
Connecticut
$592K -$52.5K -1,050 -8%
RZH
1303
Relyea Zuckerberg Hanson
Connecticut
$592K -$10.8K -215 -2%
IDA
1304
Intelligence Driven Advisers
California
$591K +$306K +6,265 +107%
SCA
1305
Sage Capital Advisors
South Dakota
$591K +$2.25K +45 +0.4%
ECM
1306
EagleClaw Capital Management
Massachusetts
$589K – – –
EDRH
1307
Edmond de Rothschild Holding
Switzerland
$588K +$138K +2,750 +31%
WLPWM
1308
Walled Lake Planning & Wealth Management
Illinois
$588K -$63K -1,260 -10%
SHA
1309
Seneca House Advisors
Virginia
$585K -$9.26K -185 -2%
PPW
1310
Presilium Private Wealth
Pennsylvania
$583K +$4K +80 +0.7%
SNB
1311
Security National Bank
Nebraska
$582K -$152K -3,040 -21%
GAM
1312
Gemmer Asset Management
California
$582K +$50K +1,000 +9%
OSAM
1313
O'Shaughnessy Asset Management
Connecticut
$580K +$276K +5,520 +91%
PWA
1314
Peterson Wealth Advisors
Utah
$578K -$12.3K -245 -2%
OPWM
1315
Oakwell Private Wealth Management
Texas
$577K – – –
HFA
1316
High Falls Advisors
New York
$574K -$24K -480 -4%
BOPW
1317
Brandywine Oak Private Wealth
Pennsylvania
$574K -$21K -420 -4%
RI
1318
Ridgewood Investments
New Jersey
$573K – – –
ERWM
1319
Elk River Wealth Management
Colorado
$572K -$1.25K -25 -0.2%
HPM
1320
Hoxton Planning & Management
West Virginia
$571K +$207K +4,130 +57%
OPWM
1321
Oxinas Partners Wealth Management
Indiana
$570K – – –
IRAG
1322
Investment Research & Advisory Group
Georgia
$570K – – –
KA
1323
Kooman & Associates
Pennsylvania
$568K +$1.5K +30 +0.3%
CPSC
1324
Carl P. Sherr & Co
Massachusetts
$568K -$22.8K -455 -4%
PPW
1325
Parcion Private Wealth
Washington
$567K +$48.8K +975 +9%
51 52
53
54 55