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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 %
FA
1526
Fermata Advisors
California
$311K +$23.1K +430 +8%
AC
1527
Anson Capital
Georgia
$310K +$3.22K +60 +1%
HFS
1528
Haverford Financial Services
Pennsylvania
$309K +$65.8K +1,225 +27%
BSA
1529
Bull Street Advisors
Georgia
$308K – – –
AWM
1530
Aberdeen Wealth Management
Illinois
$307K – – –
AIC
1531
Archer Investment Corporation
Indiana
$307K +$4.15K +80 +1%
SW
1532
SkyOak Wealth
Michigan
$305K – – –
Luther King Capital Management (LKCM)
1533
Luther King Capital Management (LKCM)
Texas
$304K -$406K – –
MWM
1534
Madison Wealth Management
Ohio
$304K +$10.7K +200 +4%
NCM
1535
Noesis Capital Mangement
Florida
$303K -$197K -3,665 -39%
SW
1536
SlateStone Wealth
Florida
$303K – – –
AWA
1537
Aletheian Wealth Advisors
Washington
$302K -$361K -6,745 -54%
MPW
1538
Monterey Private Wealth
California
$302K -$35.7K -655 -11%
ADBIC
1539
A.D. Beadell Investment Counsel
Wisconsin
$302K – – –
MWM
1540
McNaughton Wealth Management
California
$301K -$22.8K -425 -7%
CPA
1541
Capital Planning Advisors
California
$301K – – –
PD
1542
Planning Directions
Pennsylvania
$299K +$1.07K +20 +0.4%
SLF
1543
Sun Life Financial
Ontario, Canada
$298K – – –
BBW
1544
Blue Barn Wealth
Utah
$297K +$5.9K +110 +2%
CHAM
1545
Clear Harbor Asset Management
Connecticut
$295K – – –
BTW
1546
Boston Trust Walden
Massachusetts
$295K – – –
DHFB
1547
Dixon Hubard Feinour & Brown
Virginia
$294K -$26.8K -500 -8%
RC
1548
Roundview Capital
New Jersey
$293K +$293K +5,465 New
NSAM
1549
North Star Asset Management
Wisconsin
$292K – – –
KFP
1550
KMG Fiduciary Partners
Ohio
$291K -$15K -280 -5%
60 61
62
63 64