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

1,788 hedge funds and large institutions have $40.5B invested in iShares Core S&P Mid-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 772 increasing their positions, 660 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,788
Holders Change
-45
Holders Change %
-2.45%
% of All Funds
30.23%
Holding in Top 10
308
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-2.22%
% of All Funds
5.21%
New
92
Increased
772
Reduced
660
Closed
113
Calls
$14.7M
Puts
$7.33M
Net Calls
+$7.37M
Net Calls Change
-$26.5M

Top Buyers

1
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$226M
2
Baird Financial Group
Baird Financial Group
Wisconsin
+$185M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$143M
4
WANY
Wealthspire Advisors (New York)
New York
+$111M
5
MRC
Millburn Ridgefield Corp
New York
+$75.5M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$883M
2
USAA
United Services Automobile Association
Texas
-$277M
3
TA
Tiedemann Advisors
New York
-$257M
4
HNB
Huntington National Bank
Ohio
-$143M
5
Wells Fargo
Wells Fargo
California
-$50.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
NEWAS
1451
N.E.W. Advisory Services
Wisconsin
$316K -$501K -11,090 -61%
GCA
1452
Greenwood Capital Associates
South Carolina
$315K +$4.97K +110 +2%
FWP
1453
Falcon Wealth Planning
California
$314K +$1.36K +30 +0.4%
HWA
1454
Heartwood Wealth Advisors
Virginia
$314K +$314K +6,950 New
AWM
1455
Abound Wealth Management
Tennessee
$314K +$2.04K +45 +0.7%
AUB
1456
Atlantic Union Bankshares
Virginia
$313K -$314K -6,940 -50%
CA
1457
CapWealth Advisors
Tennessee
$312K – – –
PIA
1458
Pinion Investment Advisors
Kansas
$310K – – –
HIIFS
1459
Harel Insurance Investments & Financial Services
Israel
$308K -$231K -5,075 -43%
PCA
1460
Pallas Capital Advisors
Massachusetts
$308K +$956 +20 +0.3%
VCAM
1461
Van Cleef Asset Management
Ohio
$307K – – –
OIA
1462
Optimum Investment Advisors
Illinois
$306K – – –
GWM
1463
Greenhouse Wealth Management
Connecticut
$305K +$904 +20 +0.3%
PCG
1464
Private Capital Group
Connecticut
$304K -$2.16M -47,840 -88%
FA
1465
Faithward Advisors
Pennsylvania
$303K +$6.09K +135 +2%
TW
1466
TrinityPoint Wealth
Connecticut
$302K -$9.95K -220 -3%
ACI
1467
Alpha Cubed Investments
California
$301K -$29.2K -645 -9%
TL
1468
Tradewinds LLC
North Carolina
$301K +$301K +6,655 New
MTC
1469
McDaniel Terry & Co
Texas
$300K – – –
MFP
1470
Meridian Financial Partners
Virginia
$299K +$299K +6,125 New
SWM
1471
Sugarloaf Wealth Management
Georgia
$296K +$453 +10 +0.2%
PCM
1472
Palisade Capital Management
New Jersey
$295K -$1.36K -30 -0.5%
IDA
1473
Intelligence Driven Advisers
California
$295K – – –
NCM
1474
Northwest Capital Management
Oregon
$295K +$94.9K +2,100 +47%
HWMA
1475
Heritage Wealth Management (Arizona)
Arizona
$295K -$70.6K -1,560 -19%
57 58
59
60 61