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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 %
PIA
1126
Panoramic Investment Advisors
Colorado
$988K +$988K +20,425 New
JWBC
1127
John W. Brooker & Co
California
$988K +$83.9K +1,735 +9%
DFG
1128
Demars Financial Group
Washington
$987K -$109K -2,245 -10%
WCAMG
1129
Woodard & Company Asset Management Group
North Carolina
$986K +$75K +1,550 +8%
CWS
1130
Confluence Wealth Services
Pennsylvania
$983K -$4.6K -95 -0.5%
WMP
1131
Wealth Management Partners
Arizona
$980K – – –
Betterment LLC
1132
Betterment LLC
New York
$979K +$126K +2,595 +15%
TCM
1133
Tufton Capital Management
Maryland
$979K -$7.26K -150 -0.7%
SFP
1134
Shepherd Financial Partners
Massachusetts
$964K -$65.6K -1,355 -6%
EWA
1135
EverSource Wealth Advisors
Alabama
$958K +$97.7K +2,020 +11%
CG
1136
Caprock Group
Idaho
$952K +$242 +5 +0%
IAG
1137
Investment Advisory Group
Massachusetts
$948K +$106K +2,200 +13%
SMWM
1138
Silvia McColl Wealth Management
California
$948K +$948K +19,590 New
TNBTD
1139
Trustmark National Bank Trust Department
Mississippi
$946K – – –
1WM
1140
1900 Wealth Management
Texas
$943K -$82.7K -1,710 -8%
T
1141
TNF
Montana
$942K -$33.6K -630 -3%
FI
1142
Financial Insights
Washington
$942K +$302K +6,235 +47%
AWA
1143
Aaron Wealth Advisors
Illinois
$941K +$272K +5,625 +41%
RA
1144
Rise Advisors
New York
$938K -$240K -4,955 -20%
SFA
1145
Source Financial Advisors
New York
$936K +$18.6K +385 +2%
LWANC
1146
Laurel Wealth Advisors (North Carolina)
North Carolina
$933K +$7.01K +145 +0.8%
PTB
1147
Pioneer Trust Bank
Oregon
$931K +$931K +19,250 New
CAG
1148
Csenge Advisory Group
Florida
$930K +$87.8K +1,815 +10%
MAM
1149
MMA Asset Management
Pennsylvania
$927K +$22.7K +470 +3%
MBTD
1150
Mechanics Bank - Trust Department
California
$916K – – –
44 45
46
47 48