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

1,788 hedge funds and large institutions have $40.5B invested in iShares Core S&P Mid-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 772 increasing their positions, 660 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,788
Holders Change
-45
Holders Change %
-2.45%
% of All Funds
30.23%
Holding in Top 10
308
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-2.22%
% of All Funds
5.21%
New
92
Increased
772
Reduced
660
Closed
113
Calls
$14.7M
Puts
$7.33M
Net Calls
+$7.37M
Net Calls Change
-$26.5M

Top Buyers

1
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$226M
2
Baird Financial Group
Baird Financial Group
Wisconsin
+$185M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$143M
4
WANY
Wealthspire Advisors (New York)
New York
+$111M
5
MRC
Millburn Ridgefield Corp
New York
+$75.5M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$883M
2
USAA
United Services Automobile Association
Texas
-$277M
3
TA
Tiedemann Advisors
New York
-$257M
4
HNB
Huntington National Bank
Ohio
-$143M
5
Wells Fargo
Wells Fargo
California
-$50.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
726
IHT Wealth Management
Illinois
$2.69M -$67.9K -1,500 -2%
CW
727
CreativeOne Wealth
Kansas
$2.69M -$263K -5,810 -9%
SWM
728
Scissortail Wealth Management
Oklahoma
$2.66M +$2.66M +46,970 New
AWM
729
Axxcess Wealth Management
California
$2.64M -$308K -6,815 -10%
FIM
730
Fernwood Investment Management
Massachusetts
$2.61M – – –
AIA
731
Armor Investment Advisors
North Carolina
$2.6M +$495K +10,935 +23%
RWRC
732
R.W. Roge & Company
New York
$2.58M -$441K -9,740 -15%
ST
733
Sabal Trust
Florida
$2.56M +$204K +4,510 +9%
VFA
734
Valeo Financial Advisors
Indiana
$2.54M -$222K -4,910 -8%
CBN
735
Cadence Bank NA
Texas
$2.54M -$58.4K -1,290 -2%
HCM
736
Hengehold Capital Management
Ohio
$2.54M +$758K +16,745 +43%
SF
737
Summit Financial
New Jersey
$2.54M -$114K -2,525 -4%
HPC
738
HM Payson & Co
Maine
$2.54M +$11.3K +250 +0.4%
SAM
739
Stone Asset Management
Texas
$2.54M +$186K +4,100 +8%
HNWAG
740
High Net Worth Advisory Group
Florida
$2.52M -$605K -13,380 -19%
BFO
741
Boston Family Office
Massachusetts
$2.5M -$388K -8,565 -13%
TVAMP
742
Tennessee Valley Asset Management Partners
Tennessee
$2.49M +$99.3K +2,195 +4%
OWA
743
One Wealth Advisors
California
$2.49M -$2.71M -59,930 -52%
AWA
744
Arete Wealth Advisors
Illinois
$2.48M -$394K -8,700 -14%
PCA
745
Providence Capital Advisors
North Carolina
$2.47M +$819K +18,095 +50%
CRC
746
Curi RMB Capital
Illinois
$2.46M -$25.8K -570 -1%
ATWA
747
Arbor Trust Wealth Advisors
Michigan
$2.45M +$198K +4,375 +9%
KCM
748
Karp Capital Management
California
$2.44M -$1.04M -23,020 -30%
PG
749
Patten Group
Tennessee
$2.44M -$56K -1,205 -2%
CFD
750
Creative Financial Designs
Indiana
$2.41M +$137K +3,025 +6%
28 29
30
31 32