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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 %
UBG
701
United Bank (Georgia)
Georgia
$3.49M -$1.45K -30 -0%
BFS
702
Bard Financial Services
Connecticut
$3.49M – – –
RWP
703
Revolve Wealth Partners
New Jersey
$3.46M -$722K -14,920 -17%
PWAG
704
Polaris Wealth Advisory Group
California
$3.46M +$75.5K +1,490 +2%
MSWM
705
McGlone Suttner Wealth Management
Wisconsin
$3.44M +$3.44M +71,185 New
GSB
706
Greenfield Savings Bank
Massachusetts
$3.42M +$24.2K +500 +0.7%
SFS
707
Sowell Financial Services
Arkansas
$3.4M +$3.4M +70,280 New
CI
708
CX Institutional
Indiana
$3.38M +$1.37M +28,230 +68%
FCB
709
First County Bank
Connecticut
$3.37M +$3.37M +69,760 New
FG
710
Fiduciary Group
Georgia
$3.37M +$976K +20,165 +41%
MWP
711
Moller Wealth Partners
$3.37M -$24.2K -500 -0.7%
MC
712
Middleton & Co
Massachusetts
$3.36M -$197K -4,075 -6%
CI
713
Cavalier Investments
Georgia
$3.35M +$1.07M +22,170 +47%
HCM
714
Hengehold Capital Management
Ohio
$3.35M +$202K +4,170 +6%
CBT
715
Central Bank & Trust
Kentucky
$3.34M +$21.8K +450 +0.7%
AFP
716
Alpha Financial Partners
Kentucky
$3.33M +$3.33M +68,910 New
TCA
717
Trifecta Capital Advisors
Illinois
$3.32M +$3.32M +68,665 New
NMG
718
New Millennium Group
Utah
$3.31M -$122K -2,520 -4%
HCC
719
Hirtle Callaghan & Co
Pennsylvania
$3.31M -$749K -15,480 -18%
MYIA
720
Mount Yale Investment Advisors
Colorado
$3.29M -$194K -4,000 -6%
Lido Advisors
721
Lido Advisors
California
$3.29M +$128K +2,640 +4%
FSG
722
Financial Strategies Group
Michigan
$3.27M -$138K -2,855 -4%
WWA
723
WC Walker & Associates
California
$3.27M +$1.42M +27,360 +77%
NEAM
724
New England Asset Management
Connecticut
$3.27M – – –
CWA
725
Clarus Wealth Advisors
Arizona
$3.27M +$3.27M +65,195 New
27 28
29
30 31