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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 %
LA
801
Legacy Advisors
Pennsylvania
$2.43M +$1.8M +37,180 +285%
ATWA
802
Arbor Trust Wealth Advisors
Michigan
$2.43M -$18.1K -375 -0.7%
DFA
803
Delta Financial Advisors
Louisiana
$2.42M +$242 +5 +0%
PG
804
Patten Group
Tennessee
$2.42M -$50.8K -1,050 -2%
CAG
805
Crestwood Advisors Group
Massachusetts
$2.41M -$77.6K -1,605 -3%
MWAM
806
Manhattan West Asset Management
California
$2.4M +$191K +3,940 +9%
GLA
807
Good Life Advisors
Pennsylvania
$2.4M +$118K +2,435 +5%
BFO
808
Boston Family Office
Massachusetts
$2.39M +$78.1K +1,615 +3%
CNB
809
Camden National Bank
Maine
$2.37M -$78.1K -1,615 -3%
MSAM
810
Moloney Securities Asset Management
Missouri
$2.37M -$45.7K -945 -2%
NEPWA
811
New England Private Wealth Advisors
Massachusetts
$2.36M +$10.2K +210 +0.4%
AFG
812
Affinia Financial Group
Massachusetts
$2.36M +$2.36M +47,035 New
MA
813
Mutual Advisors
Nebraska
$2.34M +$569K +11,765 +32%
SIAS
814
Summit Investment Advisory Services
Minnesota
$2.33M +$2.33M +48,125 New
SL
815
Systelligence LLC
Minnesota
$2.31M +$2.31M +47,775 New
TC
816
TownSquare Capital
Utah
$2.31M +$406K +8,390 +21%
HAS
817
HBW Advisory Services
California
$2.31M +$6.05K +125 +0.3%
SAS
818
Stelac Advisory Services
New York
$2.3M -$185K -3,820 -7%
RRC
819
Relaxing Retirement Coach
Massachusetts
$2.29M +$128K +2,650 +6%
OWM
820
Opes Wealth Management
California
$2.27M -$990K -20,470 -30%
9WM
821
9258 Wealth Management
Ohio
$2.27M +$60.7K +1,255 +3%
SI
822
Stephens Inc
Arkansas
$2.26M -$2.12M -43,805 -48%
AAM
823
Autus Asset Management
Arizona
$2.24M +$1.21M +25,015 +118%
TI
824
Truepoint Inc
Ohio
$2.24M -$108K -2,225 -5%
IC
825
IEQ Capital
California
$2.24M +$117K +2,415 +6%
31 32
33
34 35