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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 %
MIAS
1501
Mason Investment Advisory Services
Virginia
$366K – – –
FGG
1502
Financial Guidance Group
Florida
$366K +$40.4K +835 +12%
FPB
1503
First PREMIER Bank
South Dakota
$365K – – –
SCP
1504
Stevens Capital Partners
Nebraska
$365K +$365K +7,545 New
SAM
1505
Selway Asset Management
$363K – – –
IWA
1506
Intercontinental Wealth Advisors
Texas
$362K – – –
VFPI
1507
Vantage Financial Partners (Illinois)
Illinois
$360K +$14K +290 +4%
BTI
1508
Blue Trust Inc
Georgia
$360K -$60.8K -1,385 -14%
TW
1509
TrinityPoint Wealth
Connecticut
$360K +$36.8K +760 +11%
KTA
1510
Keeley-Teton Advisors
Illinois
$359K +$359K +7,430 New
FWM
1511
Focused Wealth Management
New York
$359K +$105K +2,160 +41%
DWM
1512
Defined Wealth Management
Oregon
$358K +$358K +7,395 New
WG
1513
Welch Group
Alabama
$357K +$357K +7,370 New
AWA
1514
Alta Wealth Advisors
Massachusetts
$356K -$107K -2,215 -23%
VWM
1515
Venturi Wealth Management
Texas
$355K – – –
FWI
1516
Facet Wealth Inc
Maryland
$354K -$60K -1,140 -14%
HPM
1517
Hoxton Planning & Management
West Virginia
$353K +$353K +7,290 New
MFWP
1518
Mosaic Family Wealth Partners
Missouri
$351K +$351K +7,250 New
FCP
1519
Fidelis Capital Partners
Florida
$350K +$350K +7,050 New
ZCM
1520
Ziegler Capital Management
Illinois
$350K – – –
CA
1521
CapWealth Advisors
Tennessee
$349K +$15.2K +315 +5%
PIA
1522
Powell Investment Advisors
Florida
$349K +$60.9K +1,260 +21%
SB
1523
Sunflower Bank
Texas
$349K -$96.5K -1,995 -22%
EP
1524
Edgestream Partners
New Jersey
$349K +$349K +7,205 New
JFG
1525
JMG Financial Group
Illinois
$348K – – –
59 60
61
62 63