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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 %
BOPW
1301
Brandywine Oak Private Wealth
Pennsylvania
$575K +$242 +5 +0%
FC
1302
Financial Consulate
Maryland
$575K -$14.8K -305 -3%
ClearBridge Investments
1303
ClearBridge Investments
New York
$575K +$2.42K +50 +0.4%
SHA
1304
Seneca House Advisors
Virginia
$574K -$22.7K -470 -4%
TVAMP
1305
Tennessee Valley Asset Management Partners
Tennessee
$574K -$1.47M -30,300 -72%
RB
1306
Renasant Bank
Mississippi
$574K -$168K -3,470 -23%
NFG
1307
Nadler Financial Group
Illinois
$572K – – –
CPSC
1308
Carl P. Sherr & Co
Massachusetts
$571K -$63.1K -1,305 -10%
PWA
1309
Peterson Wealth Advisors
Utah
$570K +$27.6K +570 +5%
ECM
1310
EagleClaw Capital Management
Massachusetts
$570K – – –
AFO
1311
Allie Family Office
Florida
$570K – – –
HFS
1312
Howard Financial Services
Texas
$570K -$11.9K -245 -2%
SS
1313
Sunbelt Securities
Texas
$569K +$967 +20 +0.2%
SCA
1314
Sage Capital Advisors
South Dakota
$569K +$5.56K +115 +1%
BP
1315
BCK Partners
New York
$567K -$661K -13,660 -54%
PIA
1316
Perennial Investment Advisors
California
$565K – – –
RG
1317
Retirement Group
California
$563K +$415K +8,575 +280%
PPW
1318
Presilium Private Wealth
Pennsylvania
$560K +$560K +11,570 New
OPWM
1319
Oakwell Private Wealth Management
Texas
$558K – – –
SAM
1320
Summit Asset Management
Tennessee
$555K +$150K +3,100 +37%
RI
1321
Ridgewood Investments
New Jersey
$554K – – –
ERWM
1322
Elk River Wealth Management
Colorado
$554K -$39.7K -820 -7%
CFO
1323
Collective Family Office
Pennsylvania
$552K -$320K -6,620 -37%
ACM
1324
AlphaStar Capital Management
North Carolina
$552K -$73.5K -1,520 -12%
CANC
1325
Culbertson A N & Co
Virginia
$552K +$48.4K +1,000 +10%
51 52
53
54 55