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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 %
AIMC
676
Alley Investment Management Company
Illinois
$3.77M -$75K -1,550 -2%
PAM
677
Private Asset Management
California
$3.76M -$85.9K -1,775 -2%
T
678
TCWP
Ohio
$3.72M -$322K -6,650 -8%
IWM
679
IHT Wealth Management
Illinois
$3.72M -$489K -10,105 -12%
CB
680
Centennial Bank
Arkansas
$3.69M +$3.69M +76,375 New
PA
681
PFG Advisors
Arizona
$3.68M +$276K +5,705 +8%
FWA
682
FSM Wealth Advisors
Ohio
$3.68M +$505K +10,440 +16%
WF
683
Welch & Forbes
Massachusetts
$3.68M +$50.1K +1,035 +1%
UL
684
Unionview LLC
Washington
$3.67M +$91.7K +1,895 +3%
MOS
685
MGO One Seven
Ohio
$3.66M -$44.3K -915 -1%
WT
686
Washington Trust
Rhode Island
$3.64M +$1.88M +38,780 +106%
GA
687
Goldstein Advisors
Wisconsin
$3.63M +$3.63M +75,120 New
FA
688
FC Advisory
Pennsylvania
$3.61M +$63.4K +1,310 +2%
RWA
689
River Wealth Advisors
Pennsylvania
$3.59M -$54.7K -1,130 -1%
FPW
690
Flagship Private Wealth
Massachusetts
$3.58M +$13.3K +275 +0.4%
SS
691
Sound Stewardship
Kansas
$3.58M +$3.58M +73,920 New
WHG
692
Westwood Holdings Group
Texas
$3.58M -$97K -2,005 -3%
SFG
693
Sather Financial Group
Texas
$3.57M – – –
PCM
694
Perritt Capital Management
Illinois
$3.57M +$18.4K +380 +0.5%
EW
695
Element Wealth
Mississippi
$3.56M -$147K -3,045 -4%
TA
696
TruWealth Advisors
Louisiana
$3.54M +$39.4K +815 +1%
WJA
697
Willis Johnson & Associates
Texas
$3.54M -$51K -1,055 -1%
CCM
698
Crew Capital Management
Ohio
$3.52M +$73.3K +1,515 +2%
NL
699
NEPC LLC
Massachusetts
$3.51M – – –
WPC
700
Wedmont Private Capital
Pennsylvania
$3.51M +$2.1M +42,335 +149%
26 27
28
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