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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 %
FA
1251
FDx Advisors
Illinois
$659K -$59.5K -1,230 -8%
NLP
1252
Next Level Private
New York
$659K +$25.1K +505 +4%
MPW
1253
Melone Private Wealth
Michigan
$656K -$54.4K -1,125 -8%
SWM
1254
Shelton Wealth Management
Texas
$654K -$6.53K -135 -1%
RSS
1255
Rosenblum Silverman Sutton
California
$654K +$9.68K +200 +2%
HT
1256
HighTower Trust
Texas
$654K +$23.6K +495 +4%
EIA
1257
Edgemoor Investment Advisors
Maryland
$651K – – –
HWMA
1258
Heritage Wealth Management (Arizona)
Arizona
$651K +$316K +6,540 +95%
BWAM
1259
Boyd Watterson Asset Management
Ohio
$645K -$71.6K -1,480 -10%
PIP
1260
Peachtree Investment Partners
Florida
$645K -$39.7K -820 -6%
ACA
1261
Aptus Capital Advisors
Alabama
$641K -$60K -1,240 -9%
IPW
1262
Intergy Private Wealth
Colorado
$640K -$39.4K -815 -6%
BWM
1263
Baystate Wealth Management
Massachusetts
$640K +$27.1K +560 +4%
ATC
1264
Adirondack Trust Company
New York
$639K – – –
STA
1265
Summit Trail Advisors
New York
$637K +$338K +6,990 +113%
NFC
1266
Northeast Financial Consultants
Connecticut
$635K +$242 +5 +0%
GP
1267
Girard Partners
Pennsylvania
$632K -$32.2K -665 -5%
WCWM
1268
Willow Creek Wealth Management
California
$632K -$484 -10 -0.1%
WLPWM
1269
Walled Lake Planning & Wealth Management
Illinois
$629K +$629K +13,010 New
MA
1270
MONECO Advisors
Connecticut
$623K -$69.9K -1,445 -10%
AWA
1271
Arkadios Wealth Advisors
Georgia
$622K +$184K +3,810 +42%
CGPCS
1272
Capital Group Private Client Services
California
$622K +$4.6K +95 +0.7%
GFG
1273
Greystone Financial Group
Michigan
$619K -$189K -3,900 -23%
SWA
1274
Strategies Wealth Advisors
Michigan
$619K +$619K +12,800 New
WDG
1275
Wealth Dimensions Group
Ohio
$617K -$4.11K -85 -0.7%
49 50
51
52 53