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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 %
B
1001
Bridgeworth
Alabama
$1.39M -$122K -2,525 -8%
GWP
1002
Gateway Wealth Partners
Wisconsin
$1.39M +$1.39M +28,670 New
SWM
1003
Shakespeare Wealth Management
Wisconsin
$1.38M -$28.5K -590 -2%
XF
1004
XML Financial
Maryland
$1.38M +$5.81K +120 +0.4%
FLA
1005
Financial Life Advisors
Texas
$1.38M -$2.21M -45,690 -62%
MWA
1006
Motive Wealth Advisors
Michigan
$1.37M -$2.42K -50 -0.2%
WP
1007
WealthPLAN Partners
Nebraska
$1.37M +$1.37M +25,655 New
WIM
1008
WealthPlan Investment Management
Nebraska
$1.37M -$495K -9,300 -27%
SC
1009
Savant Capital
Illinois
$1.36M +$151K +3,335 +13%
OC
1010
Oarsman Capital
Wisconsin
$1.34M +$82.5K +1,705 +7%
MI
1011
Moneywise Inc
Virginia
$1.33M -$197K -4,075 -13%
ESB
1012
Essex Savings Bank
Connecticut
$1.33M +$151K +3,120 +13%
CCA
1013
Clearwater Capital Advisors
Illinois
$1.33M +$70.4K +1,455 +6%
PFA
1014
Pinnacle Family Advisors
Missouri
$1.33M +$1.33M +27,410 New
BFG
1015
Baron Financial Group
New Jersey
$1.32M -$30.2K -625 -2%
CCM
1016
Colorado Capital Management
Colorado
$1.32M -$15.9K -330 -1%
LFA
1017
Legacy Financial Advisors
Kentucky
$1.32M +$324K +6,700 +33%
PVAMC
1018
PPS&V Asset Management Consultants
Michigan
$1.31M +$1.31M +27,060 New
ECM
1019
Evergreen Capital Management
Washington
$1.31M – – –
WEG
1020
World Equity Group
Illinois
$1.31M -$78.6K -1,625 -6%
ANB
1021
Amarillo National Bank
Texas
$1.3M +$29.3K +605 +2%
DSC
1022
Duncker Streett & Co
Missouri
$1.3M +$242 +5 +0%
OFG
1023
Oxford Financial Group
Indiana
$1.29M +$537K +11,090 +71%
MAWCM
1024
Mine & Arao Wealth Creation & Management
California
$1.29M -$9.68K -200 -0.7%
WCM
1025
Wealthcare Capital Management
Virginia
$1.29M +$69.4K +1,435 +6%
39 40
41
42 43