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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 %
MCM
1151
Maple Capital Management
Vermont
$916K +$558K +11,535 +156%
GWA
1152
Gibson Wealth Advisors
Texas
$913K +$899K +18,600 +6,200%
WH
1153
Willner & Heller
California
$905K +$2.66K +55 +0.3%
IPW
1154
Invictus Private Wealth
Colorado
$904K +$904K +18,685 New
CL
1155
Choreo LLC
Illinois
$901K -$5.56K -115 -0.6%
LC
1156
Lincoln Capital
Nebraska
$901K +$33.1K +685 +4%
MJRIC
1157
Mogy Joel R Investment Counsel
California
$897K -$54.4K -1,125 -6%
GWM
1158
GSB Wealth Management
Connecticut
$895K +$7.26K +150 +0.8%
DIA
1159
Dana Investment Advisors
Wisconsin
$892K -$27.6K -570 -3%
ES
1160
Eagle Strategies
New York
$891K +$79.8K +1,650 +10%
PMFA
1161
Plante Moran Financial Advisors
Michigan
$890K -$4.35K -90 -0.5%
SWM
1162
Selective Wealth Management
Virginia
$886K -$18.3K -360 -2%
COCM
1163
Charter Oak Capital Management
New Hampshire
$885K -$94.3K -1,950 -10%
AAS
1164
Asset Allocation Strategies
Michigan
$885K +$885K +18,290 New
BCM
1165
Brookmont Capital Management
Texas
$884K -$36.5K -755 -4%
BWA
1166
Beam Wealth Advisors
Louisiana
$876K -$11.6K -240 -1%
AIM
1167
Anchor Investment Management
South Carolina
$872K – – –
Kovitz Investment Group Partners
1168
Kovitz Investment Group Partners
Illinois
$872K -$14.5K -300 -2%
CAWM
1169
Capital Advisors Wealth Management
Washington
$866K -$11.6K -240 -1%
PWP
1170
Principle Wealth Partners
Connecticut
$864K +$11.6K +240 +1%
OAM
1171
Occidental Asset Management
California
$856K -$28.5K -590 -3%
CA
1172
Calton & Associates
Florida
$855K +$431K +8,910 +102%
CM
1173
Columbus Macro
Pennsylvania
$854K +$854K +17,645 New
MWA
1174
MFA Wealth Advisors
Pennsylvania
$843K +$843K +17,420 New
GJIC
1175
Gamble Jones Investment Counsel
California
$833K – – –
45 46
47
48 49