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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 %
HFS
1476
Haverford Financial Services
Pennsylvania
$387K +$109K +2,250 +39%
HT
1477
Heritage Trust
Oklahoma
$386K – – –
MCA
1478
Martin Capital Advisors
Texas
$386K – – –
SFG
1479
Sunburst Financial Group
Alabama
$385K +$385K +7,955 New
PCG
1480
Prosperity Consulting Group
Maryland
$384K +$3.39K +70 +0.9%
ERIM
1481
Eagle Ridge Investment Management
Connecticut
$383K +$61.7K +1,275 +19%
IIC
1482
Ironwood Investment Counsel
Arizona
$382K +$382K +7,890 New
SRC
1483
Shufro Rose & Co
New York
$381K – – –
RFWA
1484
RPg Family Wealth Advisory
Massachusetts
$381K -$4.6K -95 -1%
WMA
1485
Wealth Management Associates
New Jersey
$381K -$9.19K -190 -2%
GSIS
1486
Global Strategic Investment Solutions
Arizona
$381K – – –
KFP
1487
KMG Fiduciary Partners
Ohio
$379K +$145K +2,995 +62%
PCM
1488
Palisade Capital Management
New Jersey
$379K +$23.7K +490 +7%
BO
1489
Bank OZK
Arkansas
$378K +$79.8K +1,650 +27%
BWM
1490
BCGM Wealth Management
Indiana
$377K +$968 +20 +0.3%
DP
1491
DDD Partners
Washington
$376K +$242 +5 +0.1%
LAIC
1492
Lederer & Associates Investment Counsel
California
$375K – – –
FSA
1493
Fort Sheridan Advisors
Illinois
$374K -$234K -4,840 -38%
ICM
1494
IMS Capital Management
Oregon
$374K – – –
TT
1495
TI-Trust
Illinois
$374K -$39.9K -825 -10%
KAH
1496
Kathryn A. Hall
$373K – – –
PCS
1497
Personal CFO Solutions
New Jersey
$371K -$89K -1,840 -19%
SFMG
1498
Sage Financial Management Group
Virginia
$368K +$368K +7,600 New
BFA
1499
Buttonwood Financial Advisors
Maryland
$368K +$368K +7,600 New
RBFC
1500
Roman Butler Fullerton & Co
Missouri
$367K +$139K +2,700 +61%
58 59
60
61 62