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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 %
AAM
1426
Augustine Asset Management
Florida
$436K +$436K +9,010 New
EDRH
1427
Edmond de Rothschild Holding
Switzerland
$435K – – –
Renaissance Technologies
1428
Renaissance Technologies
New York
$435K +$435K +9,000 New
RWM
1429
Ritholtz Wealth Management
New York
$435K – – –
SEP
1430
Southland Equity Partners
Missouri
$434K -$8.71K -180 -2%
BC
1431
Burney Company
Virginia
$434K +$242 +5 +0.1%
RFA
1432
Resurgent Financial Advisors
Georgia
$434K -$17.2K -355 -4%
1WA
1433
180 Wealth Advisors
Washington
$431K -$3.64K -70 -0.8%
LSIA
1434
LaSalle St. Investment Advisors
Illinois
$430K +$430K +8,895 New
IAS
1435
IMA Advisory Services
Colorado
$427K – – –
SPWG
1436
Syntegra Private Wealth Group
Missouri
$427K +$427K +8,820 New
DL
1437
DOHJ LLC
Washington
$427K +$427K +8,825 New
CHAM
1438
Clear Harbor Asset Management
Connecticut
$426K +$160K +3,310 +60%
SLG
1439
Stanley-Laman Group
Pennsylvania
$425K +$2.42K +50 +0.6%
FA
1440
Fountainhead AM
New Jersey
$424K +$1.21K +25 +0.3%
SFP
1441
Strategic Financial Partners
Oregon
$423K – – –
EWM
1442
Executive Wealth Management
Michigan
$423K +$334K +6,900 +376%
CAM
1443
Carret Asset Management
New York
$420K – – –
CSWM
1444
Cassady Schiller Wealth Management
Ohio
$419K +$2.42K +50 +0.6%
CPA
1445
Cardiff Park Advisors
California
$418K -$94.6K -1,955 -18%
WCP
1446
Wick Capital Partners
Pennsylvania
$416K – – –
GSAM
1447
Grant Street Asset Management
Pennsylvania
$415K +$4.11K +85 +1%
MAC
1448
Mason & Associates (California)
California
$415K -$1.69K -35 -0.4%
LWCFA
1449
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$412K -$4.6K -95 -1%
WAM
1450
WNY Asset Management
New York
$412K +$412K +8,520 New
56 57
58
59 60