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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 %
ERWM
1201
Elk River Wealth Management
Colorado
$603K -$2.94K -65 -0.5%
FC
1202
Financial Consulate
Maryland
$602K -$46.1K -1,020 -7%
FFN
1203
Focus Financial Network
Minnesota
$602K +$94.6K +2,090 +19%
AF
1204
Alerus Financial
North Dakota
$601K – – –
SC
1205
Sepio Capital
Utah
$597K – – –
ATC
1206
Adirondack Trust Company
New York
$595K +$129K +2,860 +28%
CWM
1207
Collaborative Wealth Management
Florida
$594K +$594K +13,135 New
NFC
1208
Northeast Financial Consultants
Connecticut
$593K -$132K -2,925 -18%
TCB
1209
Texas Capital Bancshares
Texas
$592K – – –
LA
1210
LexAurum Advisors
Kansas
$591K -$65.4K -1,445 -10%
WCWM
1211
Willow Creek Wealth Management
California
$591K -$58.2K -1,285 -9%
ZIG
1212
Zullo Investment Group
Pennsylvania
$590K -$36.4K -805 -6%
LA
1213
Legacy Advisors
Pennsylvania
$590K – – –
DWM
1214
Doyle Wealth Management
Florida
$584K +$284K +6,280 +95%
APW
1215
Austin Private Wealth
Texas
$578K +$12.7K +280 +2%
CGPCS
1216
Capital Group Private Client Services
California
$577K -$41.4K -915 -7%
PPW
1217
Parcion Private Wealth
Washington
$577K +$577K +12,070 New
JIC
1218
Joel Isaacson & Co
New York
$575K -$10.2K -225 -2%
FSA
1219
Fort Sheridan Advisors
Illinois
$573K – – –
WWA
1220
WC Walker & Associates
California
$571K +$379K +8,240 +197%
SWM
1221
SeaCrest Wealth Management
New York
$570K -$54.5K -1,205 -9%
SFA
1222
Source Financial Advisors
New York
$569K -$13.8K -305 -2%
WDG
1223
Wealth Dimensions Group
Ohio
$568K -$77.4K -1,710 -12%
ST
1224
Somerset Trust
Pennsylvania
$568K – – –
RG
1225
Retirement Group
California
$567K +$30.6K +675 +6%
47 48
49
50 51