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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 %
TFA
1076
Triad Financial Advisors
North Carolina
$1.13M +$23.5K +485 +2%
WA
1077
Wealthstream Advisors
New York
$1.13M – – –
EWA
1078
ERTS Wealth Advisors
Michigan
$1.12M -$12.3K -255 -1%
AWA
1079
Archvest Wealth Advisors
California
$1.12M -$1.69K -35 -0.2%
ACG
1080
Allen Capital Group
Nebraska
$1.12M +$52K +1,075 +5%
MIM
1081
Marco Investment Management
Georgia
$1.12M – – –
PCM
1082
Presidio Capital Management
California
$1.11M +$1.11M +23,000 New
ZF
1083
Zhang Financial
Michigan
$1.11M +$23.2K +480 +2%
BMWM
1084
Brown Miller Wealth Management
Virginia
$1.1M +$92.7K +1,915 +9%
PK
1085
Pflug Koory
Nebraska
$1.1M +$23K +475 +2%
TFS
1086
Thoroughbred Financial Services
Tennessee
$1.1M +$13.5K +280 +1%
DWM
1087
Dakota Wealth Management
Florida
$1.1M +$209K +4,315 +24%
VAFP
1088
Vahanian & Associates Financial Planning
New York
$1.09M -$16.7K -345 -2%
GSIAS
1089
Garden State Investment Advisory Services
New Jersey
$1.09M +$1.09M +22,505 New
SWPG
1090
Strategic Wealth Partners Group
Illinois
$1.09M +$38.4K +795 +4%
P
1091
Pitcairn
Pennsylvania
$1.09M – – –
CIS
1092
Continental Investors Services
Washington
$1.09M -$11.4K -235 -1%
AC
1093
Abbrea Capital
California
$1.08M +$25.4K +525 +2%
Invesco
1094
Invesco
Georgia
$1.08M +$106K +2,200 +11%
MA
1095
MBA Advisors
Pennsylvania
$1.08M -$167K -3,460 -13%
BLC
1096
Brown, Lisle/Cummings
Rhode Island
$1.07M -$130K -2,680 -11%
KHC
1097
Koesten Hirschmann & Crabtree
Kansas
$1.07M +$1.07M +22,060 New
KCPG
1098
Kavar Capital Partners Group
Kansas
$1.06M – – –
TMWM
1099
Taylor & Morgan Wealth Management
Michigan
$1.06M +$242 +5 +0%
FNWM
1100
Financial Network Wealth Management
Utah
$1.05M +$185K +3,825 +21%
42 43
44
45 46