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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 %
AI
576
Atria Investments
North Carolina
$5.24M -$269K -5,565 -5%
HWM
577
HB Wealth Management
Georgia
$5.24M +$1.52M +31,390 +41%
PGFC
578
Peapack-Gladstone Financial Corp
New Jersey
$5.24M -$211K -4,355 -4%
GVAG
579
Great Valley Advisor Group
Delaware
$5.24M +$1.24M +25,605 +31%
FTS
580
Fifth Third Securities
Ohio
$5.21M +$382K +7,905 +8%
PFS
581
Prospera Financial Services
Texas
$5.21M -$37K -765 -0.7%
FFWA
582
FRG Family Wealth Advisors
Washington
$5.2M -$96.8K -2,000 -2%
LT
583
Legacy Trust
Michigan
$5.18M +$5.18M +107,135 New
AWAP
584
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$5.16M +$52.2K +1,080 +1%
RWIA
585
Roger Wittlin Investment Advisory
California
$5.15M +$5.15M +106,435 New
PAS
586
Park Avenue Securities
New York
$5.13M +$908K +18,760 +21%
PGWM
587
Parisi Gray Wealth Management
New Jersey
$5.12M +$927K +19,170 +22%
MCC
588
Money Concepts Capital
Florida
$5.07M +$2.13M +43,945 +72%
MCA
589
MSH Capital Advisors
Arizona
$5.06M -$243K -5,030 -5%
PFA
590
Pure Financial Advisors
California
$5.06M +$29K +600 +0.6%
LMIM
591
Lockheed Martin Investment Management
Maryland
$5.02M – – –
SAM
592
Smithbridge Asset Management
Pennsylvania
$4.98M -$297K -6,130 -6%
FNBOSM
593
First National Bank of South Miami
Florida
$4.97M -$162K -3,345 -3%
BWA
594
Bordeaux Wealth Advisors
California
$4.97M – – –
SBLIC
595
Security Benefit Life Insurance Company
Kansas
$4.96M – – –
PCM
596
Parsons Capital Management
Rhode Island
$4.92M +$116K +2,395 +2%
SFG
597
Summit Financial Group
West Virginia
$4.92M -$324K -6,695 -6%
LPT
598
Legacy Private Trust
Wisconsin
$4.91M +$260K +5,370 +6%
NCM
599
Novare Capital Management
North Carolina
$4.89M +$152K +3,150 +3%
SFP
600
Sterling Financial Planning
New Jersey
$4.89M -$133K -2,740 -3%
22 23
24
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