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

1,761 hedge funds and large institutions have $40.7B invested in iShares Core S&P Mid-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 734 increasing their positions, 645 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,761
Holders Change
-27
Holders Change %
-1.51%
% of All Funds
30.45%
Holding in Top 10
304
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.3%
% of All Funds
5.26%
New
77
Increased
734
Reduced
645
Closed
76
Calls
$34.7M
Puts
$27M
Net Calls
+$7.69M
Net Calls Change
+$319K

Top Buyers

1
Citigroup
Citigroup
New York
+$328M
2
TA
Tiedemann Advisors
New York
+$217M
3
LPL Financial
LPL Financial
California
+$217M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$149M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$93.1M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$127M
2
BlackRock
BlackRock
New York
-$52.1M
3
Macquarie Group
Macquarie Group
Australia
-$49M
4
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$45.4M
5
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
-$34.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMIA
1476
J.P. Marvel Investment Advisors
Massachusetts
$276K – – –
LIA
1477
LS Investment Advisors
Michigan
$276K – – –
AL
1478
ADE LLC
Maryland
$275K -$71.4K -1,630 -21%
PFBT
1479
Parkside Financial Bank & Trust
Missouri
$275K – – –
FPCP
1480
Fort Point Capital Partners
California
$275K – – –
LOPW
1481
Live Oak Private Wealth
North Carolina
$274K -$11.2K -255 -4%
AIA
1482
Avalon Investment & Advisory
Texas
$274K – – –
AWM
1483
Affinity Wealth Management
Delaware
$273K – – –
KC
1484
Kingfisher Capital
North Carolina
$273K +$1.53K +35 +0.6%
MAM
1485
Mystic Asset Management
Rhode Island
$272K – – –
MWM
1486
Madison Wealth Management
Ohio
$272K +$23.5K +535 +9%
STA
1487
Summit Trail Advisors
New York
$271K -$77.7K -1,770 -22%
IDA
1488
Intelligence Driven Advisers
California
$271K -$30.4K -655 -10%
PFG
1489
PAX Financial Group
Texas
$271K +$34.3K +780 +14%
BO
1490
Bank OZK
Arkansas
$270K -$40.9K -935 -13%
FVWA
1491
Foster Victor Wealth Advisors
South Carolina
$269K +$62.1K +1,340 +30%
CIC
1492
Cutler Investment Counsel
Oregon
$264K – – –
PGAM
1493
Princeton Global Asset Management
New Jersey
$263K – – –
SAM
1494
Strategy Asset Managers
California
$263K +$263K +6,000 New
CF
1495
Convergence Financial
Missouri
$262K – – –
PIA
1496
Powell Investment Advisors
Florida
$261K -$52.6K -1,200 -17%
Toronto Dominion Bank
1497
Toronto Dominion Bank
Ontario, Canada
$261K – – –
AIC
1498
Archer Investment Corporation
Indiana
$259K – – –
JC
1499
Jentner Corp
Ohio
$259K -$878 -20 -0.3%
PWM
1500
Paulson Wealth Management
Illinois
$259K +$259K +5,915 New
58 59
60
61 62