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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 %
CCB
526
Country Club Bank
Missouri
$6.2M +$435K +9,000 +8%
MG
527
Mather Group
Illinois
$6.19M +$35.1K +725 +0.6%
PFA
528
Pettinga Financial Advisors
Indiana
$6.18M +$61K +1,260 +1%
JFG
529
Jefferies Financial Group
New York
$6.17M +$6.17M +127,610 New
BCI
530
Brinker Capital Investments
Pennsylvania
$6.15M -$281K -5,805 -4%
DC
531
Davenport & Co
Virginia
$6.14M +$61K +1,260 +1%
PTC
532
Private Trust Company
Ohio
$6.12M -$460K -9,505 -7%
CTC
533
Central Trust Company
Missouri
$6.09M -$43.8K -905 -0.7%
WB
534
WesBanco Bank
West Virginia
$6.05M -$190K -3,935 -3%
CNBTD
535
Citizens National Bank Trust Department
Mississippi
$6.02M -$968 -20 -0%
SP
536
SWS Partners
Ohio
$5.95M +$177K +3,660 +3%
Chevy Chase Trust
537
Chevy Chase Trust
Maryland
$5.94M +$48.9K +1,010 +0.8%
NFP
538
NorthLanding Financial Partners
New York
$5.91M -$236K -4,870 -4%
HAC
539
Harbor Advisory Corp
New Hampshire
$5.87M -$513K -10,595 -8%
PWW
540
Pettyjohn Wood & White
Virginia
$5.86M +$41.6K +860 +0.7%
CWM
541
Congress Wealth Management
Massachusetts
$5.83M +$395K +8,165 +7%
CIAS
542
Capital Investment Advisory Services
North Carolina
$5.82M -$308K -6,360 -5%
SSW
543
Smith Shellnut Wilson
Mississippi
$5.72M +$5.72M +118,295 New
WFAG
544
Wescott Financial Advisory Group
Pennsylvania
$5.72M +$197K +4,075 +4%
SF
545
Synovus Financial
Georgia
$5.72M +$806K +16,670 +16%
PMG
546
ProVise Management Group
Florida
$5.72M -$390K -8,060 -6%
AL
547
Aspiriant LLC
California
$5.7M -$338K -6,980 -6%
LIA
548
LBMC Investment Advisors
Tennessee
$5.69M +$114K +2,360 +2%
MF
549
Meridian Financial
Massachusetts
$5.69M -$16.2K -335 -0.3%
WPW
550
Watershed Private Wealth
Illinois
$5.61M +$5.61M +116,060 New
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