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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 %
STC
1576
Sarah T. Connolly
$316K -$7.51K -150 -2%
BCP
1577
Berkeley Capital Partners
Georgia
$316K -$5.26K -105 -2%
BFG
1578
Berger Financial Group
Minnesota
$316K – – –
JPMIA
1579
J.P. Marvel Investment Advisors
Massachusetts
$315K – – –
KC
1580
Kingfisher Capital
North Carolina
$314K +$1.25K +25 +0.4%
AWM
1581
Avaii Wealth Management
Wisconsin
$314K -$9.26K -185 -3%
AL
1582
ADE LLC
Maryland
$314K – – –
AA
1583
Ashford Advisors
New York
$313K – – –
BO
1584
Bank OZK
Arkansas
$313K -$78.6K -1,570 -20%
WF
1585
WoodTrust Financial
Wisconsin
$312K +$312K +6,245 New
AIA
1586
Avalon Investment & Advisory
Texas
$312K – – –
MAM
1587
Mystic Asset Management
Rhode Island
$311K – – –
ERIM
1588
Eagle Ridge Investment Management
Connecticut
$311K -$85.1K -1,700 -21%
MWM
1589
Madison Wealth Management
Ohio
$310K – – –
FB
1590
First Bancorp
Maine
$309K – – –
BWP
1591
Bernardo Wealth Planning
Pennsylvania
$308K -$12.3K -245 -4%
TAM
1592
Tucker Asset Management
Colorado
$307K – – –
IWP
1593
IAG Wealth Partners
Wisconsin
$305K -$43K -860 -12%
AGC
1594
Aspen Grove Capital
Colorado
$305K – – –
PWM
1595
Paulson Wealth Management
Illinois
$304K +$8.26K +165 +3%
TL
1596
Tradewinds LLC
North Carolina
$303K +$303K +6,060 New
WAL
1597
W Advisors LLC
Tennessee
$301K -$25K -500 -8%
SWM
1598
Sugarloaf Wealth Management
Georgia
$301K -$27K -540 -8%
GWM
1599
Gray Wealth Management
Maine
$301K +$8.5K +170 +3%
PGAM
1600
Princeton Global Asset Management
New Jersey
$300K – – –
62 63
64
65 66