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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 %
FDCDDQ
1276
Federation des caisses Desjardins du Quebec
Quebec, Canada
$616K – – –
HC
1277
Hamilton Capital
Ohio
$611K -$416K -8,600 -41%
MSFS
1278
Main Street Financial Solutions
Pennsylvania
$609K +$50.8K +1,050 +9%
S
1279
SignatureFD
Georgia
$608K +$160K +3,300 +36%
FPWM
1280
FSB Premier Wealth Management
Iowa
$608K -$26.6K -550 -4%
ST
1281
Somerset Trust
Pennsylvania
$607K – – –
KWILP
1282
Kiwi Wealth Investments Limited Partnership
New Zealand
$606K +$606K +12,520 New
APW
1283
Austin Private Wealth
Texas
$604K – – –
BI
1284
Ballast Inc
Kentucky
$602K -$78.4K -1,620 -12%
IC
1285
Innealta Capital
Texas
$602K +$20.3K +420 +3%
LAM
1286
L2 Asset Management
Massachusetts
$600K +$600K +12,395 New
ZIG
1287
Zullo Investment Group
Pennsylvania
$599K – – –
AF
1288
Alerus Financial
North Dakota
$597K -$45.2K -935 -7%
TIM
1289
Tortoise Investment Management
New York
$594K – – –
PFGIA
1290
Patriot Financial Group Insurance Agency
Massachusetts
$591K -$114K -2,360 -16%
HWM
1291
Horizons Wealth Management
North Carolina
$590K +$194K +4,015 +49%
BWP
1292
Baldwin Wealth Partners
Massachusetts
$589K -$19.4K -400 -3%
DBT
1293
Dubuque Bank & Trust
Iowa
$589K -$94.3K -1,950 -14%
PL
1294
Plancorp LLC
Missouri
$589K – – –
WAM
1295
Weatherly Asset Management
California
$584K -$185K -3,825 -24%
RZH
1296
Relyea Zuckerberg Hanson
Connecticut
$583K +$583K +12,050 New
SWM
1297
SeaCrest Wealth Management
New York
$579K -$28.1K -580 -5%
HFA
1298
High Falls Advisors
New York
$578K -$89.5K -1,850 -13%
BFA
1299
Bragg Financial Advisors
North Carolina
$577K -$3.63K -75 -0.6%
LDB
1300
Lee, Danner & Bass
Tennessee
$577K – – –
50 51
52
53 54