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iShares Core S&P Mid-Cap ETF
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Overview Fund Activity

1,833 hedge funds and large institutions have $47.8B invested in iShares Core S&P Mid-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 836 increasing their positions, 621 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,833
Holders Change
-24
Holders Change %
-1.29%
% of All Funds
29.01%
Holding in Top 10
315
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.64%
% of All Funds
4.98%
New
102
Increased
836
Reduced
621
Closed
102
Calls
$67.8M
Puts
$33.9M
Net Calls
+$33.9M
Net Calls Change
-$5.8M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$202M
2
CW
Connectus Wealth
Ohio
+$71.6M
3
Bank of America
Bank of America
North Carolina
+$60.7M
4
LPL Financial
LPL Financial
California
+$55.4M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$51.2M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$348M
2
HNB
Huntington National Bank
Ohio
-$144M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$136M
4
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$56.5M
5
JSW
Journey Strategic Wealth
New Jersey
-$56.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
EIA
1226
Edgemoor Investment Advisors
Maryland
$695K – – –
ZIMP
1227
Zimmermann Investment Management & Planning
Pennsylvania
$695K +$695K +12,950 New
SFA
1228
Source Financial Advisors
New York
$692K -$282K -5,245 -29%
FSA
1229
Fort Sheridan Advisors
Illinois
$680K -$2.68K -50 -0.4%
LDB
1230
Lee, Danner & Bass
Tennessee
$680K +$109K +2,040 +19%
JIC
1231
Joel Isaacson & Co
New York
$677K +$11.8K +225 +2%
HT
1232
HighTower Trust
Texas
$675K +$1.34K +25 +0.2%
NCM
1233
NCM Capital Management
New Jersey
$674K +$164K +3,060 +32%
ST
1234
Somerset Trust
Pennsylvania
$673K +$49.6K +925 +8%
APW
1235
Austin Private Wealth
Texas
$670K – – –
BWP
1236
Baldwin Wealth Partners
Massachusetts
$670K +$148K +2,760 +28%
GPC
1237
Garrison Point Capital
California
$666K +$2.15K +40 +0.3%
Schroder Investment Management Group
1238
Schroder Investment Management Group
United Kingdom
$664K +$664K +12,375 New
FFA
1239
First Foundation Advisors
California
$663K -$23.1K -430 -3%
Betterment LLC
1240
Betterment LLC
New York
$660K +$357K +6,645 +118%
BRWM
1241
B. Riley Wealth Management
Tennessee
$658K +$15.3K +285 +2%
OAM
1242
Oak Asset Management
California
$655K -$10.7K -200 -2%
BOPW
1243
Brandywine Oak Private Wealth
Pennsylvania
$652K +$5.63K +105 +0.9%
CIA
1244
Choate Investment Advisors
Massachusetts
$651K +$37.3K +695 +6%
RFN
1245
RDA Financial Network
Iowa
$648K -$20.9K -390 -3%
FC
1246
Fulcrum Capital
Washington
$648K – – –
TIM
1247
Tortoise Investment Management
New York
$647K – – –
BFA
1248
Bragg Financial Advisors
North Carolina
$644K +$80.5K +1,500 +14%
SCA
1249
Sage Capital Advisors
South Dakota
$639K +$2.09K +40 +0.3%
CCA
1250
Conservest Capital Advisors
Pennsylvania
$639K +$3.22K +60 +0.5%
48 49
50
51 52