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iShares Core S&P Mid-Cap ETF
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Overview Fund Activity

1,919 hedge funds and large institutions have $53.8B invested in iShares Core S&P Mid-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 244 funds opening new positions, 751 increasing their positions, 676 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,919
Holders Change
+158
Holders Change %
+8.97%
% of All Funds
30.96%
Holding in Top 10
345
Holding in Top 10 Change
+41
Holding in Top 10 Change %
+13.49%
% of All Funds
5.57%
New
244
Increased
751
Reduced
676
Closed
55
Calls
$10.9M
Puts
$41.6M
Net Calls
-$30.6M
Net Calls Change
-$38.3M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
$5.58B
2
CSA
Cottage Street Advisors
Massachusetts
$912M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$3.61B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.04B
5
Bank of New York Mellon
Bank of New York Mellon
New York
$2.11B

Top Sellers

1
Citigroup
Citigroup
New York
$19M
2
Baird Financial Group
Baird Financial Group
Wisconsin
$115M
3
HNB
Huntington National Bank
Ohio
$149M
4
TD Asset Management
TD Asset Management
Ontario, Canada
$53.8M
5
BlackRock
BlackRock
New York
$1.21B
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
376
Vision Capital Management
Oregon
$11.4M -$280K -5,780 -2%
OGF
377
Orin Green Financial
California
$11.4M +$179K +3,690 +2%
GPA
378
Guidance Point Advisors
Massachusetts
$11.3M +$632K +13,065 +6%
HF
379
Halpern Financial
Virginia
$11.3M -$243K -5,020 -2%
BFP
380
Beacon Financial Planning
Massachusetts
$11.3M +$11.3M +233,950 New
EWA
381
EP Wealth Advisors
California
$11.3M +$7.82M +161,650 +224%
PWMAG
382
Pinnacle Wealth Management Advisory Group
New Jersey
$11.1M +$1.06M +21,925 +11%
NPF
383
Norris Perne & French
Michigan
$11M +$293K +6,050 +3%
IWMA
384
Ironwood Wealth Management (Arizona)
Arizona
$11M -$83K -1,715 -0.7%
WAG
385
Winthrop Advisory Group
Massachusetts
$10.9M +$3.72M +76,960 +52%
FFS
386
Founders Financial Securities
Maryland
$10.9M +$1.14M +23,585 +12%
AWC
387
Abundance Wealth Counselors
Pennsylvania
$10.8M +$1.01M +20,775 +10%
TCM
388
Towercrest Capital Management
Pennsylvania
$10.7M -$99.2K -2,050 -0.9%
PPW
389
PACK Private Wealth
Minnesota
$10.7M +$172K +3,555 +2%
AA
390
Ancora Advisors
Ohio
$10.5M +$91K +1,880 +0.9%
EFM
391
Eley Financial Management
Vermont
$10.5M +$10.5M +217,200 New
AWM
392
Avior Wealth Management
Nebraska
$10.4M +$408K +8,425 +4%
NCM
393
Neumann Capital Management
California
$10.4M -$188K -3,880 -2%
CIBC World Market
394
CIBC World Market
Ontario, Canada
$10.4M +$521K +10,760 +5%
WWM
395
Western Wealth Management
Colorado
$10.3M -$11.9M -246,160 -54%
RF
396
Resolute Financial
Massachusetts
$10.3M +$271K +5,600 +3%
AWM
397
Avondale Wealth Management
Texas
$10.2M +$755K +15,600 +8%
MBT
398
Montecito Bank & Trust
California
$10.1M +$228K +4,715 +2%
JF
399
JSF Financial
California
$10M +$130K +2,685 +1%
TCM
400
Traynor Capital Management
Pennsylvania
$9.9M +$1.17M +24,225 +13%
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