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

1,761 hedge funds and large institutions have $40.7B invested in iShares Core S&P Mid-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 734 increasing their positions, 645 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,761
Holders Change
-27
Holders Change %
-1.51%
% of All Funds
30.45%
Holding in Top 10
304
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.3%
% of All Funds
5.26%
New
77
Increased
734
Reduced
645
Closed
76
Calls
$34.7M
Puts
$27M
Net Calls
+$7.69M
Net Calls Change
+$319K

Top Buyers

1
Citigroup
Citigroup
New York
+$328M
2
TA
Tiedemann Advisors
New York
+$217M
3
LPL Financial
LPL Financial
California
+$217M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$149M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$93.1M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$127M
2
BlackRock
BlackRock
New York
-$52.1M
3
Macquarie Group
Macquarie Group
Australia
-$49M
4
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$45.4M
5
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
-$34.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
EBSAM
1051
Eubel Brady & Suttman Asset Management
Ohio
$912K +$5.48K +125 +0.6%
SEEDPG
1052
S.E.E.D. Planning Group
New York
$908K -$17.5K -400 -2%
EIA
1053
Eldridge Investment Advisors
New Hampshire
$907K +$219 +5 +0%
LFA
1054
Legacy Financial Advisors
Kentucky
$899K +$140K +3,180 +18%
CWS
1055
Confluence Wealth Services
Pennsylvania
$894K -$5.26K -120 -0.6%
TCM
1056
Tufton Capital Management
Maryland
$893K +$49.9K +1,140 +6%
COCM
1057
Charter Oak Capital Management
New Hampshire
$888K -$79.2K -1,805 -8%
Invesco
1058
Invesco
Georgia
$881K -$144K -3,275 -14%
TFA
1059
Tranquilli Financial Advisor
New Jersey
$876K +$253K +5,770 +41%
AWM
1060
Accurate Wealth Management
Florida
$869K +$520K +11,420 +149%
MJRIC
1061
Mogy Joel R Investment Counsel
California
$863K – – –
CG
1062
Caprock Group
Idaho
$862K -$11.4K -260 -1%
BWM
1063
Birchcreek Wealth Management
Ohio
$859K +$57.9K +1,320 +7%
TNBTD
1064
Trustmark National Bank Trust Department
Mississippi
$858K -$50.5K -1,150 -6%
ACK
1065
Andrew C. Karlinski
$857K -$73K -1,665 -8%
GDP
1066
Great Diamond Partners
Maine
$843K -$3.29K -75 -0.4%
LWANC
1067
Laurel Wealth Advisors (North Carolina)
North Carolina
$839K +$84.8K +1,935 +11%
BCM
1068
Brookmont Capital Management
Texas
$834K -$4.38K -100 -0.5%
DIA
1069
Dana Investment Advisors
Wisconsin
$833K +$94K +2,145 +13%
SFA
1070
Source Financial Advisors
New York
$832K +$280K +6,385 +51%
TCOT
1071
Trust Company of Toledo
Ohio
$831K – – –
MBTD
1072
Mechanics Bank - Trust Department
California
$831K +$30.7K +700 +4%
LA
1073
Latitude Advisors
Florida
$829K -$100K -2,280 -11%
HIC
1074
Hartline Investment Corp
Illinois
$829K +$829K +18,910 New
WCAMG
1075
Woodard & Company Asset Management Group
North Carolina
$826K -$57.2K -1,305 -6%
41 42
43
44 45