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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 %
SFG
1026
Sovereign Financial Group
Connecticut
$1.28M -$260K -5,370 -17%
WA
1027
WP Advisors
California
$1.28M +$12.6K +260 +1%
VWA
1028
V Wealth Advisors
Kansas
$1.28M +$142K +2,930 +12%
CCA
1029
Cora Capital Advisors
New Jersey
$1.27M +$1.27M +26,315 New
BC
1030
Bowman & Company
Wisconsin
$1.27M +$679K +14,040 +115%
RA
1031
RFG Advisory
Alabama
$1.27M +$14K +260 +1%
MAS
1032
Madden Advisory Services
Florida
$1.27M -$29K -600 -2%
EGWAG
1033
Elwood & Goetz Wealth Advisory Group
Georgia
$1.26M +$239K +4,940 +23%
WP
1034
WealthShield Partners
North Carolina
$1.26M +$217K +4,490 +21%
SB
1035
Strategic Blueprint
Georgia
$1.26M +$517K +10,690 +70%
VCA
1036
Verdence Capital Advisors
Maryland
$1.25M +$19.4K +400 +2%
PWG
1037
Private Wealth Group
Florida
$1.25M – – –
WCFA
1038
Walkner Condon Financial Advisors
Wisconsin
$1.24M +$162K +3,350 +15%
CD
1039
Chapin Davis
Maryland
$1.24M +$1.24M +25,575 New
DI
1040
Disciplined Investments
Oklahoma
$1.24M -$1.94K -40 -0.2%
PFG
1041
Pinnacle Financial Group
Illinois
$1.23M – – –
TI
1042
Tidal Investments
Wisconsin
$1.23M +$1.23M +25,450 New
TP
1043
Tranquility Partners
Tennessee
$1.23M -$23K -475 -2%
OPA
1044
Old Port Advisors
Maine
$1.23M -$58.1K -1,200 -5%
AWP
1045
Ascent Wealth Partners
New York
$1.23M -$9.67K -200 -0.8%
SIC
1046
Salem Investment Counselors
North Carolina
$1.23M +$36.8K +760 +3%
NWM
1047
NEIRG Wealth Management
Massachusetts
$1.21M +$1.21M +25,105 New
OWA
1048
Octavia Wealth Advisors
Ohio
$1.21M -$28.8K -595 -2%
AIP
1049
Almanack Investment Partners
Pennsylvania
$1.21M -$1.47M -30,385 -55%
BAM
1050
Berkshire Asset Management
Pennsylvania
$1.2M +$24.2K +500 +2%
40 41
42
43 44