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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 %
TSWM
1401
Tyler-Stone Wealth Management
Ohio
$460K +$25.7K +530 +6%
PWS
1402
Peterson Wealth Services
Utah
$457K +$50.1K +1,035 +12%
DP
1403
Dearborn Partners
Illinois
$456K +$242 +5 +0.1%
CWM
1404
Concentric Wealth Management
California
$456K – – –
AIC
1405
Archer Investment Corporation
Indiana
$455K +$169K +3,500 +59%
BST
1406
Bath Savings Trust
Maine
$453K -$18.2K -375 -4%
MCM
1407
Mitchell Capital Management
Kansas
$452K -$3.87K -80 -0.8%
AFC
1408
Adaptive Financial Consulting
Ohio
$451K +$17.2K +355 +4%
FF
1409
Financial Futures
New Jersey
$449K -$53.5K -1,105 -11%
PI
1410
Pachira Investments
California
$448K +$25.1K +520 +6%
CWA
1411
Consilium Wealth Advisory
Texas
$448K – – –
LG
1412
LAM Group
Oregon
$447K +$447K +9,250 New
MIC
1413
Meridian Investment Counsel
California
$447K +$10.6K +220 +2%
KFI
1414
Key Financial Inc
Pennsylvania
$445K – – –
D
1415
Dentgroup
Louisiana
$444K +$86.3K +1,785 +24%
CSB
1416
City State Bank
Iowa
$444K -$2.18K -45 -0.5%
BOSSRA
1417
B.O.S.S. Retirement Advisors
Utah
$443K +$443K +9,160 New
GWANC
1418
Guardian Wealth Advisors (North Carolina)
North Carolina
$443K -$45.7K -945 -9%
TFP
1419
Tilia Fiduciary Partners
North Carolina
$441K -$13.1K -270 -3%
GG
1420
Greenwood Gearhart
Arkansas
$440K -$191K -3,955 -30%
RPCA
1421
Running Point Capital Advisors
California
$440K – – –
Fisher Asset Management
1422
Fisher Asset Management
Washington
$438K +$181K +3,740 +70%
CAM
1423
Congress Asset Management
Massachusetts
$438K +$438K +9,050 New
SC
1424
SouthState Corp
Florida
$437K -$66.3K -1,370 -13%
CIC
1425
Cutler Investment Counsel
Oregon
$437K +$145K +3,005 +50%
55 56
57
58 59