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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 %
SAG
626
SageView Advisory Group
California
$4.46M +$4.46M +92,265 New
CW
627
CreativeOne Wealth
Kansas
$4.46M +$1.47M +30,385 +49%
TFA
628
Trinity Financial Advisors
Ohio
$4.44M +$47.9K +990 +1%
BC
629
Bricktown Capital
Michigan
$4.41M +$4.41M +91,250 New
CIR
630
Clear Investment Research
Georgia
$4.41M -$94.1K -1,945 -2%
DWMG
631
DB Wealth Management Group
California
$4.38M -$1.26M -25,950 -22%
VVP
632
Venture Visionary Partners
Ohio
$4.35M -$65.3K -1,350 -1%
GF
633
Gries Financial
Ohio
$4.32M -$46.9K -970 -1%
WFA
634
Wellspring Financial Advisors
Ohio
$4.32M -$1.92K -2,785 -0%
CFGS
635
Concourse Financial Group Securities
Alabama
$4.3M +$145K +2,990 +3%
MCCP
636
Mission Creek Capital Partners
California
$4.28M +$271K +5,595 +7%
TSWM
637
Triangle Securities Wealth Management
North Carolina
$4.28M +$473K +9,770 +12%
OCM
638
Orion Capital Management
California
$4.27M -$34.1K -705 -0.8%
IF
639
Intrua Financial
Texas
$4.27M -$622K -12,415 -13%
AM
640
AGF Management
Ontario, Canada
$4.25M +$4.25M +88,550 New
Kayne Anderson Rudnick Investment Management
641
Kayne Anderson Rudnick Investment Management
California
$4.25M +$2.09M +43,225 +97%
PPWM
642
PFG Private Wealth Management
Florida
$4.24M +$97.2K +2,010 +2%
OWM
643
Olympus Wealth Management
Utah
$4.23M -$3.8M -78,540 -47%
WWM
644
Windsor Wealth Management
Indiana
$4.22M -$40.4K -815 -0.9%
LF
645
LifeSteps Financial
California
$4.18M -$156K -3,225 -4%
EG
646
Ellerson Group
Maryland
$4.18M +$4.18M +86,315 New
IA
647
IFG Advisors
Missouri
$4.15M +$852K +17,615 +26%
EFS
648
Essex Financial Services
Connecticut
$4.13M -$131K -2,710 -3%
PFG
649
Pacific Financial Group
Washington
$4.13M +$91.4K +1,890 +2%
SAM
650
Stone Asset Management
Texas
$4.12M +$705K +14,580 +21%
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