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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 %
RT
776
Rockland Trust
Massachusetts
$2.73M +$548K +11,325 +25%
AWMG
777
Alliance Wealth Management Group
New Jersey
$2.72M +$14.5K +300 +0.5%
MWM
778
MY Wealth Management
Maryland
$2.7M +$491K +10,140 +22%
KIG
779
Kowal Investment Group
Wisconsin
$2.69M +$159K +3,295 +6%
CAM
780
Cozad Asset Management
Illinois
$2.65M +$81K +1,675 +3%
BAM
781
Belpointe Asset Management
Nevada
$2.65M +$162K +3,355 +7%
VFA
782
Valeo Financial Advisors
Indiana
$2.64M -$79.1K -1,635 -3%
FIM
783
Fernwood Investment Management
Massachusetts
$2.64M -$150K -3,100 -5%
UF
784
Univest Financial
Pennsylvania
$2.63M -$267K -5,525 -9%
HPC
785
HM Payson & Co
Maine
$2.63M -$86.1K -1,780 -3%
IGWM
786
ICA Group Wealth Management
Colorado
$2.62M -$716K -14,790 -21%
PRWA
787
Platte River Wealth Advisors
Colorado
$2.62M +$181K +3,740 +7%
GFP
788
Gryphon Financial Partners
Ohio
$2.59M -$968 -20 -0%
LL
789
LWMG LLC
Minnesota
$2.59M +$2.59M +53,450 New
PPC
790
Park Place Capital
Alabama
$2.58M +$2.58M +53,240 New
QCIG
791
Quad-Cities Investment Group
Iowa
$2.55M +$211K +4,365 +9%
CT
792
Colonial Trust
South Carolina
$2.54M -$726 -15 -0%
SFG
793
SevenBridge Financial Group
Pennsylvania
$2.54M +$395K +8,165 +18%
BRM
794
Boston Research & Management
Massachusetts
$2.51M +$194K +4,005 +8%
GHA
795
GW Henssler & Associates
Georgia
$2.5M +$346K +7,155 +16%
LWMNY
796
Landmark Wealth Management (New York)
New York
$2.49M -$63.9K -1,320 -2%
AF
797
Apexium Financial
Texas
$2.49M -$71.1K -1,470 -3%
BFG
798
Beacon Financial Group
Texas
$2.48M -$39.2K -805 -2%
MWM
799
Meridian Wealth Management
Kentucky
$2.45M +$70.6K +1,460 +3%
TAM
800
Townsend Asset Management
North Carolina
$2.44M +$34.8K +720 +1%
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