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iShares Core S&P Mid-Cap ETF
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Overview Fund Activity

1,833 hedge funds and large institutions have $47.8B invested in iShares Core S&P Mid-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 836 increasing their positions, 621 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,833
Holders Change
-24
Holders Change %
-1.29%
% of All Funds
29.01%
Holding in Top 10
315
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.64%
% of All Funds
4.98%
New
102
Increased
836
Reduced
621
Closed
102
Calls
$67.8M
Puts
$33.9M
Net Calls
+$33.9M
Net Calls Change
-$5.8M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$202M
2
CW
Connectus Wealth
Ohio
+$71.6M
3
Bank of America
Bank of America
North Carolina
+$60.7M
4
LPL Financial
LPL Financial
California
+$55.4M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$51.2M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$348M
2
HNB
Huntington National Bank
Ohio
-$144M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$136M
4
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$56.5M
5
JSW
Journey Strategic Wealth
New Jersey
-$56.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
1451
ARS Investment Partners
New York
$376K – – –
LWP
1452
Legacy Wealth Planning
Nevada
$376K +$104K +1,930 +38%
FWP
1453
Falcon Wealth Planning
California
$371K -$14K -260 -4%
CAMG
1454
CWA Asset Management Group
Florida
$371K -$11.8K -220 -3%
CA
1455
CapWealth Advisors
Tennessee
$371K +$31.2K +580 +9%
TW
1456
TrinityPoint Wealth
Connecticut
$370K -$50.9K -950 -12%
AWA
1457
Arkadios Wealth Advisors
Georgia
$370K -$24.7K -460 -6%
RFA
1458
Resurgent Financial Advisors
Georgia
$370K +$63.7K +1,190 +21%
AWM
1459
Abound Wealth Management
Tennessee
$370K -$2.42K -45 -0.6%
GCA
1460
Greenwood Capital Associates
South Carolina
$368K -$657K -12,250 -64%
PIA
1461
Pinion Investment Advisors
Kansas
$368K +$56.1K +1,045 +18%
PWS
1462
Peterson Wealth Services
Utah
$367K +$54.2K +1,010 +17%
WWM
1463
Wagner Wealth Management
South Carolina
$366K +$186K +3,460 +103%
VCAM
1464
Van Cleef Asset Management
Ohio
$364K – – –
OIA
1465
Optimum Investment Advisors
Illinois
$363K +$537 +10 +0.1%
FGG
1466
Financial Guidance Group
Florida
$362K +$362K +6,740 New
GWM
1467
Greenhouse Wealth Management
Connecticut
$361K +$1.07K +20 +0.3%
MTC
1468
McDaniel Terry & Co
Texas
$356K -$175K -3,260 -33%
DWM
1469
Doyle Wealth Management
Florida
$356K +$2.41K +45 +0.7%
KFI
1470
Key Financial Inc
Pennsylvania
$355K +$68.7K +1,280 +24%
FA
1471
Faithward Advisors
Pennsylvania
$354K – – –
AWM
1472
Avaii Wealth Management
Wisconsin
$353K – – –
BWP
1473
Bernardo Wealth Planning
Pennsylvania
$352K – – –
PCM
1474
Palisade Capital Management
New Jersey
$352K +$11.8K +220 +3%
RJTCONH
1475
Raymond James Trust Company of New Hampshire
New Hampshire
$351K +$351K +6,545 New
57 58
59
60 61