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iShares Core S&P Mid-Cap ETF
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Overview Fund Activity

1,788 hedge funds and large institutions have $40.5B invested in iShares Core S&P Mid-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 772 increasing their positions, 660 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,788
Holders Change
-45
Holders Change %
-2.45%
% of All Funds
30.23%
Holding in Top 10
308
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-2.22%
% of All Funds
5.21%
New
92
Increased
772
Reduced
660
Closed
113
Calls
$14.7M
Puts
$7.33M
Net Calls
+$7.37M
Net Calls Change
-$26.5M

Top Buyers

1
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$226M
2
Baird Financial Group
Baird Financial Group
Wisconsin
+$185M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$143M
4
WANY
Wealthspire Advisors (New York)
New York
+$111M
5
MRC
Millburn Ridgefield Corp
New York
+$75.5M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$883M
2
USAA
United Services Automobile Association
Texas
-$277M
3
TA
Tiedemann Advisors
New York
-$257M
4
HNB
Huntington National Bank
Ohio
-$143M
5
Wells Fargo
Wells Fargo
California
-$50.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
1026
ACG Wealth
Georgia
$1.02M -$141K -3,105 -12%
EWA
1027
ERTS Wealth Advisors
Michigan
$1.02M +$18.1K +400 +2%
CHA
1028
Carmichael Hill & Associates
Maryland
$1.02M +$2.94K +65 +0.3%
CAN
1029
Claraphi Advisory Network
United States
$1.01M +$1.36K +30 +0.1%
SWM
1030
Stockman Wealth Management
Montana
$1.01M -$4.3K -95 -0.4%
PCA
1031
Personal Capital Advisors
California
$1.01M -$75.5K -1,670 -7%
PK
1032
Pflug Koory
Nebraska
$1.01M – – –
ZF
1033
Zhang Financial
Michigan
$1M -$18.1K -400 -2%
WMP
1034
Wealth Management Partners
Arizona
$1M – – –
CFA
1035
CWS Financial Advisors
Michigan
$1M +$201K +4,450 +25%
COCM
1036
Charter Oak Capital Management
New Hampshire
$998K +$67.4K +1,490 +7%
LNB
1037
Ledyard National Bank
$995K -$57.3K -1,265 -5%
KCPG
1038
Kavar Capital Partners Group
Kansas
$995K – – –
MC
1039
Moors & Cabot
Massachusetts
$993K +$679 +15 +0.1%
SCA
1040
St. Clair Advisors
Ohio
$986K +$56.8K +1,255 +6%
EGWAG
1041
Elwood & Goetz Wealth Advisory Group
Georgia
$983K +$301K +6,650 +44%
AC
1042
Abbrea Capital
California
$981K +$14.7K +325 +2%
SWPG
1043
Strategic Wealth Partners Group
Illinois
$981K +$58.1K +1,285 +6%
AIM
1044
Anchor Investment Management
South Carolina
$972K +$2.04K +45 +0.2%
SI
1045
Saxon Interests
Texas
$972K -$438K -9,685 -31%
WP
1046
WealthShield Partners
North Carolina
$968K +$905 +20 +0.1%
CF
1047
Centaurus Financial
California
$961K -$79.9K -1,765 -8%
ACK
1048
Andrew C. Karlinski
$960K – – –
LA
1049
Latitude Advisors
Florida
$959K -$1.6M -35,385 -63%
SEEDPG
1050
S.E.E.D. Planning Group
New York
$955K -$3.84K -85 -0.4%
40 41
42
43 44