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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 %
PCA
1176
Prosperity Capital Advisors
Ohio
$832K +$832K +17,200 New
EWM
1177
Empirical Wealth Management
Washington
$832K -$2.42K -50 -0.3%
HCMT
1178
Highland Capital Management (Tennessee)
Tennessee
$823K -$3.63K -75 -0.4%
TA
1179
TFG Advisers
Michigan
$821K +$2.66K +55 +0.3%
JAFL
1180
Jay A. Fishman Ltd
Michigan
$818K -$3.15K -65 -0.4%
DACG
1181
Donor Advised Charitable Giving
California
$817K +$27.3K +565 +3%
HA
1182
HFG Advisors
Ohio
$813K +$92.4K +1,910 +13%
SHFA
1183
SC&H Financial Advisors
Maryland
$811K +$87.6K +1,810 +12%
FFA
1184
Farther Finance Advisors
California
$809K +$809K +16,725 New
MFT
1185
Moisand Fitzgerald Tamayo
Florida
$809K -$5.08K -105 -0.6%
BS
1186
Boenning & Scattergood
Pennsylvania
$804K -$112K -2,095 -12%
AP
1187
Appleton Partners
Massachusetts
$803K -$2.66K -55 -0.3%
HNW
1188
High Note Wealth
Minnesota
$802K – – –
PCM
1189
Pointe Capital Management
Michigan
$799K +$13.8K +285 +2%
CCA
1190
Cobblestone Capital Advisors
New York
$796K – – –
HBWM
1191
Hollow Brook Wealth Management
New York
$796K +$5.81K +120 +0.7%
FA
1192
Fiducient Advisors
Illinois
$795K +$65.1K +1,345 +9%
CFA
1193
CWS Financial Advisors
Michigan
$793K -$359K -6,900 -31%
TIA
1194
Traphagen Investment Advisors
New Jersey
$792K +$12.1K +250 +2%
SIA
1195
SeaBridge Investment Advisors
New Jersey
$791K +$24.2K +500 +3%
RIA
1196
Realta Investment Advisors
Delaware
$789K -$3.39K -70 -0.4%
WJWM
1197
Williams Jones Wealth Management
New York
$785K – – –
CRI
1198
Colonial River Investments
Virginia
$783K -$11.4K -235 -1%
KSWA
1199
Kathleen S. Wright Associates
Pennsylvania
$783K +$2.9K +60 +0.4%
SG Americas Securities
1200
SG Americas Securities
New York
$783K +$11.1K +230 +1%
46 47
48
49 50