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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 %
WQ
601
Wealth Quarterback
New Jersey
$4.88M +$111K +2,300 +2%
ACM
602
Advisors Capital Management
New Jersey
$4.87M +$1.57M +32,530 +48%
NL
603
NWAM LLC
Washington
$4.82M +$261K +5,405 +6%
RFG
604
RFP Financial Group
Georgia
$4.82M +$4.82M +99,640 New
FC
605
FCA Corp
Texas
$4.82M +$83.9K +1,735 +2%
SXL
606
Summit X LLC
Missouri
$4.79M +$2.22M +49,085 +87%
CWM
607
Capital Wealth Management
Rhode Island
$4.76M +$508K +10,500 +12%
BHIA
608
Birch Hill Investment Advisors
Massachusetts
$4.73M +$592K +12,240 +14%
FA
609
Flagstar Advisors
New York
$4.72M -$173K -3,585 -4%
WG
610
Watchman Group
Texas
$4.72M +$3.15M +65,010 +200%
CFO
611
CVA Family Office
Colorado
$4.68M -$330K -6,830 -7%
SWA
612
SOA Wealth Advisors
New York
$4.66M +$24.2K +500 +0.5%
AIA
613
Armor Investment Advisors
North Carolina
$4.65M +$891K +18,420 +24%
GTAM
614
Global Trust Asset Management
Florida
$4.64M -$121K -2,500 -3%
KPWG
615
KFA Private Wealth Group
Virginia
$4.64M -$1.42M -29,455 -23%
BA
616
Bellwether Advisors
Nebraska
$4.64M -$158K -3,270 -3%
BCWM
617
Bartlett & Co Wealth Management
Ohio
$4.64M +$147K +3,040 +3%
BC
618
Bartlett & Co
Ohio
$4.64M +$147K +3,040 +3%
TA
619
Tectonic Advisors
Texas
$4.63M – – –
TWC
620
TD Waterhouse Canada
Ontario, Canada
$4.6M +$426K +7,380 +10%
PCM
621
Pennsylvania Capital Management
Pennsylvania
$4.6M -$232K -4,575 -5%
HI
622
Harbour Investments
Wisconsin
$4.58M -$28.5K -590 -0.6%
RIA
623
Regal Investment Advisors
Michigan
$4.54M +$497K +10,280 +12%
DJYG
624
David J. Yvars Group
Florida
$4.51M -$133K -2,740 -3%
FC
625
Financial Council
Maryland
$4.47M +$189K +3,900 +4%
23 24
25
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