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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.

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
1
Arete Wealth Advisors
Illinois
$5.58B
2
CSA
2
Cottage Street Advisors
Massachusetts
$912M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$3.61B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.04B
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$2.11B

Top Sellers

1
Citigroup
1
Citigroup
New York
$19M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$115M
3
HNB
3
Huntington National Bank
Ohio
$149M
4
TD Asset Management
4
TD Asset Management
Ontario, Canada
$53.8M
5
BlackRock
5
BlackRock
New York
$1.21B
Name Market Value Shares Shares
Change 		Shares
Change %
SOMRS
76
State of Michigan Retirement System
Michigan
$84.8M 1,753,810 +101,500 +6%
FT
77
Fiduciary Trust
Massachusetts
$82.4M 1,702,955 +67,895 +4%
CAPTRUST Financial Advisors
78
CAPTRUST Financial Advisors
North Carolina
$81M 1,700,425 -111,530 -6%
LWMT
79
Legacy Wealth Management (Tennessee)
Tennessee
$79.6M 1,645,285 +58,035 +4%
UCFA
80
United Capital Financial Advisors
Texas
$78.3M 1,617,870 -57,225 -3%
AIM
81
Acropolis Investment Management
Missouri
$74.4M 1,538,845 +8,260 +0.5%
State Street
82
State Street
Massachusetts
$72.4M 1,496,505 -15,175 -1%
BFPW
83
BOK Financial Private Wealth
Colorado
$71.9M 1,485,995 -421,060 -22%
MIA
84
MainStreet Investment Advisors
Illinois
$71.3M 1,474,140 -109,845 -7%
CWM
85
Cahaba Wealth Management
Georgia
$70.6M 1,460,310 +84,345 +6%
Corient Private Wealth
86
Corient Private Wealth
Florida
$70.3M 1,452,535 +1,452,535 New
FHB
87
First Hawaiian Bank
Hawaii
$70.2M 1,451,935 +57,195 +4%
CWM
88
Connecticut Wealth Management
Connecticut
$69.9M 1,445,390 +81,600 +6%
Bessemer Group
89
Bessemer Group
New Jersey
$69.7M 1,441,370 -1,510 -0.1%
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$69.5M 1,436,380 +8,645 +0.6%
BPWM
91
Badgley Phelps Wealth Managers
Washington
$68.7M 1,420,755 +10,930 +0.8%
MPWT
92
MassMutual Private Wealth & Trust
Connecticut
$67.8M 1,402,080 -21,955 -2%
VC
93
Vicus Capital
Pennsylvania
$63.8M 1,319,125 +8,670 +0.7%
Comerica Bank
94
Comerica Bank
Texas
$63.6M 1,240,085 -6,010 -0.5%
CAN
95
Cetera Advisor Networks
California
$62.6M 1,294,290 +427,610 +49%
KAS
96
Kestra Advisory Services
Texas
$62.3M 1,287,845 +11,390 +0.9%
LFS
97
Lutz Financial Services
Nebraska
$62.1M 1,283,440 +35,225 +3%
PFM
98
Phillips Financial Management
Indiana
$61.5M 1,271,935 +28,025 +2%
LF
99
Lee Financial
Texas
$60.6M 1,252,185 +24,720 +2%
AFG
100
Arkansas Financial Group
Arkansas
$60.4M 1,248,590 -24,810 -2%
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