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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 %
OPWM
1326
Oxinas Partners Wealth Management
Indiana
$551K -$18.6K -385 -3%
IRAG
1327
Investment Research & Advisory Group
Georgia
$551K – – –
CCA
1328
Conservest Capital Advisors
Pennsylvania
$549K +$549K +11,360 New
KA
1329
Kooman & Associates
Pennsylvania
$548K +$548K +11,320 New
HWA
1330
HHM Wealth Advisors
Tennessee
$545K -$3.87K -80 -0.7%
GIA
1331
Guyasuta Investment Advisors
Pennsylvania
$542K – – –
OAM
1332
Oak Asset Management
California
$540K -$7.98K -165 -1%
CCP
1333
Clarkston Capital Partners
Michigan
$538K – – –
NCM
1334
NCM Capital Management
New Jersey
$538K -$8.7K -180 -2%
WPC
1335
Waters Parkerson & Co
Louisiana
$537K – – –
TCA
1336
Transcend Capital Advisors
New Jersey
$535K +$3.87K +80 +0.7%
LA
1337
LexAurum Advisors
Kansas
$535K -$46.7K -965 -8%
AMM
1338
American Money Management
California
$535K +$967 +20 +0.2%
EP
1339
Eudaimonia Partners
Tennessee
$530K +$530K +10,960 New
OCG
1340
Opus Capital Group
Ohio
$530K -$4.84K -100 -0.9%
SWM
1341
SFG Wealth Management
Maryland
$530K -$42.6K -880 -7%
HWM
1342
Howard Wealth Management
Connecticut
$530K -$6.05K -125 -1%
PP
1343
Patten & Patten
Tennessee
$528K -$5.56K -115 -1%
LPIC
1344
LeJeune Puetz Investment Counsel
Michigan
$527K – – –
HWM
1345
Hohimer Wealth Management
Washington
$526K +$7.98K +165 +2%
RBC
1346
Romano Brothers & Co
Illinois
$525K +$38.7K +800 +8%
JWCA
1347
J.W. Coons Advisors
Ohio
$523K -$209K -4,320 -29%
JLBC
1348
J.L. Bainbridge & Co
Florida
$522K +$32.2K +665 +7%
SAM
1349
SP Asset Management
California
$522K +$51.8K +1,070 +11%
MWM
1350
Merriman Wealth Management
Washington
$522K -$26.6K -550 -5%
52 53
54
55 56