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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 %
TNB
1201
Thomasville National Bank
Georgia
$779K -$106K -2,195 -12%
EAM
1202
Evanson Asset Management
California
$778K +$242 +5 +0%
ICG
1203
InterOcean Capital Group
Tennessee
$777K -$37.3K -770 -5%
GCA
1204
Greenwood Capital Associates
South Carolina
$777K +$440K +9,105 +131%
IAA
1205
Independent Advisor Alliance
North Carolina
$777K -$59.3K -1,225 -7%
LA
1206
Latitude Advisors
Florida
$773K -$142K -2,935 -16%
CI
1207
Cambiar Investors
Colorado
$768K -$1.1M -22,760 -59%
TWM
1208
Thrive Wealth Management
Pennsylvania
$765K -$1.45K -30 -0.2%
Simplex Trading
1209
Simplex Trading
Illinois
$761K -$379K -7,850 -33%
VAS
1210
Vestmark Advisory Solutions
Massachusetts
$760K -$2.42K -50 -0.3%
GWM
1211
GDS Wealth Management
Texas
$759K -$12.3K -255 -2%
WSWA
1212
Warren Street Wealth Advisors
California
$758K +$81.1K +1,675 +12%
NSIM
1213
North Star Investment Management
Illinois
$758K – – –
WWM
1214
Wolff Wiese Magana
California
$754K -$152K -3,145 -17%
KF
1215
Krilogy Financial
Missouri
$754K +$25.9K +535 +4%
RPGK
1216
Retirement Planning Group (Kansas)
Kansas
$752K -$98.7K -2,040 -12%
GA
1217
Greenspring Advisors
Maryland
$750K -$66.5K -1,375 -8%
KBC Group
1218
KBC Group
Belgium
$750K -$24.2K -500 -3%
Legal & General Group
1219
Legal & General Group
United Kingdom
$750K -$1.21M -24,950 -62%
HWA
1220
Hilltop Wealth Advisors
North Carolina
$746K – – –
GPA
1221
Garrison Point Advisors
California
$741K +$52.5K +1,085 +8%
WW
1222
Westshore Wealth
California
$738K +$738K +15,265 New
TPW
1223
TL Private Wealth
Texas
$731K +$1.24K +25 +0.2%
SCA
1224
Sandy Cove Advisors
Massachusetts
$729K +$229K +4,730 +46%
CWM
1225
Calamos Wealth Management
Illinois
$726K +$98K +2,025 +16%
47 48
49
50 51