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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 %
CFG
976
Cooper Financial Group
California
$1.48M -$535K -11,050 -26%
RRA
977
Round Rock Advisors
Connecticut
$1.48M – – –
RWA
978
Ropes Wealth Advisors
Massachusetts
$1.48M -$178K -3,675 -11%
FPCG
979
Fort Pitt Capital Group
Pennsylvania
$1.47M +$804K +16,625 +120%
BAAM
980
Baker Avenue Asset Management
California
$1.47M -$954K -19,720 -39%
TIA
981
Tiemann Investment Advisors
California
$1.47M +$3.39K +70 +0.2%
BBA
982
BLB&B Advisors
Pennsylvania
$1.47M +$18.1K +375 +1%
PCMC
983
Private Capital Management (Colorado)
Colorado
$1.47M -$17.7K -365 -1%
BB
984
Berkshire Bank
Massachusetts
$1.47M -$178K -3,685 -11%
TFF
985
The Family Firm
Maryland
$1.46M +$12.3K +255 +0.9%
EB
986
Eastern Bank
Massachusetts
$1.44M -$47.2K -975 -3%
RMCM
987
Reynders McVeigh Capital Management
Massachusetts
$1.44M – – –
CPP
988
Capasso Planning Partners
South Carolina
$1.44M +$54.4K +1,125 +4%
CBFP
989
Cedar Brook Financial Partners
Ohio
$1.43M +$636K +13,140 +80%
MW
990
Marcum Wealth
Ohio
$1.43M -$225K -4,655 -14%
CPA
991
Capital Planning Advisors
California
$1.43M +$1.16M +24,035 +431%
APP
992
Avantax Planning Partners
Iowa
$1.43M -$1.21K -25 -0.1%
IAS
993
Investment Advisory Services
Texas
$1.43M -$21.3K -440 -1%
AWA
994
Amplius Wealth Advisors
Pennsylvania
$1.43M -$16.9M -348,685 -92%
FWP
995
FAS Wealth Partners
Kansas
$1.43M +$40.2K +830 +3%
AFC
996
AFT Forsyth & Company
Florida
$1.41M – – –
ONST
997
Old North State Trust
North Carolina
$1.41M -$13.8K -285 -1%
CCM
998
Condor Capital Management
New Jersey
$1.4M +$17.4K +360 +1%
CS
999
Credit Suisse
Switzerland
$1.39M -$931K -19,240 -40%
WTB
1000
Washington Trust Bank
Washington
$1.39M -$57.6K -1,190 -4%
38 39
40
41 42