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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
+$2.76B
2
CSA
Cottage Street Advisors
Massachusetts
+$908M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$628M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$532M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$148M

Top Sellers

1
Citigroup
Citigroup
New York
-$362M
2
Baird Financial Group
Baird Financial Group
Wisconsin
-$176M
3
HNB
Huntington National Bank
Ohio
-$125M
4
TD Asset Management
TD Asset Management
Ontario, Canada
-$120M
5
BlackRock
BlackRock
New York
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
501
Cahill Wealth Management
Michigan
$6.71M -$262K -4,920 -4%
CA
502
Crumly & Associates
Illinois
$6.7M -$3.86M -79,720 -37%
RIA
503
Richwood Investment Advisors
Ohio
$6.69M -$69.9K -1,445 -1%
OFG
504
Omega Financial Group
California
$6.66M -$840K -17,220 -11%
RWG
505
Ratio Wealth Group
Colorado
$6.62M -$356K -7,365 -5%
HCWM
506
Harrison & Co Wealth Management
Virginia
$6.61M -$583K -12,055 -8%
GDP
507
Great Diamond Partners
Maine
$6.54M +$5.61M +115,920 +602%
MMA
508
Miracle Mile Advisors
California
$6.54M +$5.76M +119,050 +742%
MCM
509
Magnolia Capital Management
New York
$6.53M +$53K +1,095 +0.8%
DAS
510
Dynamic Advisor Solutions
Arizona
$6.52M +$484K +10,010 +8%
GIA
511
GHP Investment Advisors
Colorado
$6.45M +$241K +4,990 +4%
TC
512
TAP Consulting
Missouri
$6.45M -$393K -8,130 -6%
BOH
513
Bank of Hawaii
Hawaii
$6.44M -$1.21K -25 -0%
PAG
514
Private Advisor Group
New Jersey
$6.42M -$170K -22,835 -3%
BTWM
515
Baker Tilly Wealth Management
Wisconsin
$6.37M +$141K +2,910 +2%
CFC
516
Coyle Financial Counsel
Illinois
$6.37M -$333K -6,880 -5%
UBS AM
517
UBS AM
Illinois
$6.33M -$853K -17,630 -12%
HCM
518
Highview Capital Management
Illinois
$6.32M +$95.5K +1,975 +2%
RHP
519
Royal Harbor Partners
Texas
$6.29M +$6.29M +130,110 New
MWM
520
Mascoma Wealth Management
New Hampshire
$6.29M +$1.15M +23,745 +22%
MPCG
521
Matrix Private Capital Group
New York
$6.28M -$136K -2,815 -2%
BRWA
522
B. Riley Wealth Advisors
Florida
$6.22M +$1.15M +23,675 +23%
SFA
523
Sequoia Financial Advisors
Ohio
$6.21M +$1.05M +21,690 +20%
ONB
524
Old National Bancorp
Indiana
$6.2M +$365K +7,535 +6%
SFP
525
Sandbox Financial Partners
Maryland
$6.2M +$157K +3,240 +3%
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