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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 %
GWM
1226
Greenwich Wealth Management
Connecticut
$724K +$273K +5,655 +61%
WCG
1227
Weaver Consulting Group
California
$720K – – –
OCM
1228
One Capital Management
California
$719K -$15.7K -325 -2%
RDWM
1229
Red Door Wealth Management
Tennessee
$717K +$717K +14,815 New
SAM
1230
Seelaus Asset Management
New Jersey
$715K -$10.4K -215 -1%
PSF
1231
Pacific Sun Financial
California
$715K -$2.42K -50 -0.3%
SHJ
1232
Sharkey, Howes & Javer
Colorado
$714K -$143K -2,950 -17%
TTWM
1233
TCV Trust & Wealth Management
Virginia
$710K +$272K +5,620 +62%
SNB
1234
Security National Bank
Nebraska
$710K +$204K +4,220 +40%
GWSA
1235
Global Wealth Strategies & Associates
Colorado
$710K +$710K +14,680 New
HCM
1236
Howland Capital Management
Massachusetts
$709K -$5.32K -110 -0.7%
BCA
1237
Bay Colony Advisors
Massachusetts
$709K +$140K +2,900 +25%
SC
1238
Sepio Capital
Utah
$705K +$66.3K +1,370 +10%
MLL
1239
Moody Lynn & Lieberson
Massachusetts
$705K – – –
ICP
1240
Interchange Capital Partners
Pennsylvania
$705K -$4.84K -100 -0.7%
DSA
1241
Droms Strauss Advisors
Missouri
$701K -$18.1K -375 -3%
CMP
1242
Courage Miller Partners
Virginia
$701K -$13.3K -275 -2%
Barclays
1243
Barclays
United Kingdom
$694K -$7.39M -152,690 -91%
YWS
1244
Yarger Wealth Strategies
Ohio
$693K +$3.14K +65 +0.5%
FFN
1245
Focus Financial Network
Minnesota
$687K -$3.39K -70 -0.5%
WFA
1246
Wells Financial Advisors
Massachusetts
$686K +$305K +6,300 +80%
NRI
1247
NFP Retirement Inc
California
$670K +$290K +5,985 +76%
CWC
1248
Carolinas Wealth Consulting
North Carolina
$663K +$148K +3,050 +29%
TW
1249
Towerpoint Wealth
California
$662K -$59.3K -1,225 -8%
ACP
1250
Aveo Capital Partners
Colorado
$661K +$255K +5,280 +63%
48 49
50
51 52