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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 %
Betterment LLC
1101
Betterment LLC
New York
$798K +$242K +5,345 +43%
WCFA
1102
Walkner Condon Financial Advisors
Wisconsin
$797K +$51.8K +1,145 +7%
RPGK
1103
Retirement Planning Group (Kansas)
Kansas
$795K -$11.1K -245 -1%
SHJ
1104
Sharkey, Howes & Javer
Colorado
$794K -$295K -6,520 -27%
BWM
1105
Baystate Wealth Management
Massachusetts
$790K -$279K -6,175 -26%
AWA
1106
Amplius Wealth Advisors
Pennsylvania
$790K -$215K -4,750 -21%
WJWM
1107
Williams Jones Wealth Management
New York
$785K +$8.38K +185 +1%
LFA
1108
Legacy Financial Advisors
Kentucky
$783K -$126K -2,775 -14%
ACM
1109
AlphaStar Capital Management
North Carolina
$781K -$169K -3,740 -18%
CBFP
1110
Cedar Brook Financial Partners
Ohio
$779K +$16.3K +360 +2%
LWANC
1111
Laurel Wealth Advisors (North Carolina)
North Carolina
$778K +$678 +15 +0.1%
OAM
1112
Occidental Asset Management
California
$775K -$7.24K -160 -0.9%
IAG
1113
Investment Advisory Group
Massachusetts
$775K +$21.1K +465 +3%
TW
1114
Towerpoint Wealth
California
$774K +$774K +17,100 New
DSA
1115
Droms Strauss Advisors
Missouri
$773K -$57.2K -1,265 -7%
BS
1116
Boenning & Scattergood
Pennsylvania
$772K +$93.7K +2,070 +14%
JAFL
1117
Jay A. Fishman Ltd
Michigan
$771K – – –
PWP
1118
Principle Wealth Partners
Connecticut
$767K -$32.6K -720 -4%
ZIMP
1119
Zimmermann Investment Management & Planning
Pennsylvania
$765K +$179K +3,965 +31%
GA
1120
Greenspring Advisors
Maryland
$764K -$14K -310 -2%
DIA
1121
Dana Investment Advisors
Wisconsin
$763K +$3.85K +85 +0.5%
EWA
1122
EverSource Wealth Advisors
Alabama
$762K -$7.46K -165 -1%
MFT
1123
Moisand Fitzgerald Tamayo
Florida
$760K +$114K +2,520 +18%
TA
1124
TFG Advisers
Michigan
$757K -$3.17K -70 -0.4%
DACG
1125
Donor Advised Charitable Giving
California
$756K -$76K -1,680 -9%
43 44
45
46 47