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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 %
FHC
1351
First Heartland Consultants
Missouri
$520K -$108K -2,225 -17%
AFP
1352
Ausdal Financial Partners
Iowa
$520K -$1.5M -31,030 -74%
BMM
1353
Buffington Mohr McNeal
Idaho
$519K +$519K +10,730 New
FFW
1354
Fusion Family Wealth
New York
$518K -$826K -17,065 -61%
PS
1355
Planned Solutions
California
$518K +$3.63K +75 +0.7%
GAM
1356
Gemmer Asset Management
California
$515K -$255K -5,265 -33%
BG
1357
Benedetti & Gucer
Georgia
$512K +$12.6K +260 +3%
MCM
1358
McRae Capital Management
New Jersey
$511K +$1.21K +25 +0.2%
BIAS
1359
Beacon Investment Advisory Services
New Jersey
$511K +$18.4K +380 +4%
EHC
1360
Everett Harris & Co
California
$509K -$24.2K -500 -5%
CWM
1361
Collaborative Wealth Management
Florida
$509K -$13.1K -270 -3%
LSPW
1362
Lake Street Private Wealth
Illinois
$507K -$67.5K -1,395 -12%
KWS
1363
Keystone Wealth Services
California
$507K +$12.3K +255 +2%
PWP
1364
Perfromance Wealth Partners
Illinois
$507K -$16.4K -340 -3%
PAM
1365
Peak Asset Management
Colorado
$506K -$29K -600 -5%
SC
1366
Stephens Consulting
Michigan
$506K -$58.3K -1,205 -10%
NCM
1367
Narwhal Capital Management
Georgia
$506K – – –
MWM
1368
Maripau Wealth Management
Indiana
$505K -$41.1K -820 -8%
RAM
1369
Riggs Asset Management
Pennsylvania
$502K +$444K +9,170 +764%
DTC
1370
Davidson Trust Company
Washington
$502K -$15.2K -315 -3%
PPW
1371
Parcion Private Wealth
Washington
$501K – – –
ACP
1372
Aviance Capital Partners
Florida
$500K +$500K +10,335 New
IA
1373
Insight Advisors
Pennsylvania
$499K -$10.8K -225 -2%
TB
1374
Terril Brothers
Missouri
$496K -$11.9K -245 -2%
ACM
1375
Arlington Capital Management
Illinois
$495K +$495K +10,235 New
53 54
55
56 57