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iShares Core S&P Mid-Cap ETF
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Overview Fund Activity

1,761 hedge funds and large institutions have $40.7B invested in iShares Core S&P Mid-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 734 increasing their positions, 645 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,761
Holders Change
-27
Holders Change %
-1.51%
% of All Funds
30.45%
Holding in Top 10
304
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.3%
% of All Funds
5.26%
New
77
Increased
734
Reduced
645
Closed
76
Calls
$34.7M
Puts
$27M
Net Calls
+$7.69M
Net Calls Change
+$319K

Top Buyers

1
Citigroup
Citigroup
New York
+$328M
2
TA
Tiedemann Advisors
New York
+$217M
3
LPL Financial
LPL Financial
California
+$217M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$149M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$93.1M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$127M
2
BlackRock
BlackRock
New York
-$52.1M
3
Macquarie Group
Macquarie Group
Australia
-$49M
4
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$45.4M
5
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
-$34.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
UL
651
Unionview LLC
Washington
$3.25M +$165K +3,765 +5%
SFG
652
Sather Financial Group
Texas
$3.24M -$7.45K -170 -0.2%
PAI
653
Pittenger & Anderson Inc
Nebraska
$3.23M +$344K +7,845 +12%
FPW
654
Flagship Private Wealth
Massachusetts
$3.23M -$73.2K -1,670 -2%
MC
655
Middleton & Co
Massachusetts
$3.23M -$2.15M -49,110 -40%
PCM
656
Perritt Capital Management
Illinois
$3.22M -$11.6K -265 -0.4%
FA
657
FC Advisory
Pennsylvania
$3.22M +$356K +8,125 +12%
LWM
658
Lyell Wealth Management
California
$3.21M +$1.25M +28,525 +64%
NL
659
NEPC LLC
Massachusetts
$3.18M – – –
TA
660
TruWealth Advisors
Louisiana
$3.18M -$106K -2,415 -3%
EWA
661
EP Wealth Advisors
California
$3.17M +$176K +4,020 +6%
UBG
662
United Bank (Georgia)
Georgia
$3.17M +$160K +3,655 +5%
BFS
663
Bard Financial Services
Connecticut
$3.16M – – –
BIA
664
Bigelow Investment Advisors
Maine
$3.16M +$270K +6,155 +9%
MYIA
665
Mount Yale Investment Advisors
Colorado
$3.16M +$161K +3,675 +5%
CCM
666
Crew Capital Management
Ohio
$3.13M -$8.33K -190 -0.3%
NMG
667
New Millennium Group
Utah
$3.11M -$152K -3,460 -5%
SAM
668
Stone Asset Management
Texas
$3.1M +$640K +14,600 +26%
FSG
669
Financial Strategies Group
Michigan
$3.09M -$872K -19,885 -22%
PA
670
PFG Advisors
Arizona
$3.09M +$3.09M +70,400 New
GSB
671
Greenfield Savings Bank
Massachusetts
$3.08M -$23.7K -540 -0.8%
MWP
672
Moller Wealth Partners
$3.08M – – –
CL
673
COWA LLC
Oklahoma
$3.07M -$648K -14,675 -17%
IGWM
674
ICA Group Wealth Management
Colorado
$3.02M -$110K -2,500 -3%
CBT
675
Central Bank & Trust
Kentucky
$3.01M -$40.6K -925 -1%
25 26
27
28 29