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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 %
SFO
1526
Stokes Family Office
Louisiana
$346K -$114K -2,350 -25%
CFO
1527
Custos Family Office
Texas
$346K +$484 +10 +0.1%
RRCM
1528
Rappaport Reiches Capital Management
Illinois
$344K – – –
FWP
1529
Falcon Wealth Planning
California
$344K +$9.92K +205 +3%
CCT
1530
Capital City Trust
Florida
$343K – – –
SBIA
1531
Sheaff Brock Investment Advisors
Indiana
$343K – – –
FIM
1532
Freedom Investment Management
Connecticut
$342K +$342K +7,060 New
AIP
1533
ARS Investment Partners
New York
$339K – – –
BCM
1534
Basso Capital Management
Connecticut
$339K +$339K +7,000 New
FA
1535
Faithward Advisors
Pennsylvania
$338K +$10.6K +220 +3%
IWP
1536
IAG Wealth Partners
Wisconsin
$337K +$203K +4,190 +151%
MCCA
1537
Mill Creek Capital Advisors
Pennsylvania
$332K +$332K +6,870 New
PIA
1538
Pinion Investment Advisors
Kansas
$331K – – –
TPW
1539
Tiller Private Wealth
Pennsylvania
$330K +$330K +6,825 New
GWM
1540
Greenhouse Wealth Management
Connecticut
$329K +$3.14K +65 +1%
BCM
1541
BTC Capital Management
Iowa
$329K +$92.2K +1,905 +39%
EC
1542
Estate Counselors
Wisconsin
$329K +$46K +950 +16%
SAM
1543
Sawgrass Asset Management
Florida
$329K +$329K +6,800 New
AIP
1544
Ahrens Investment Partners
Louisiana
$329K -$85.9K -1,775 -21%
VCAM
1545
Van Cleef Asset Management
Ohio
$328K – – –
LMKC
1546
L.M. Kohn & Company
Ohio
$328K +$242 +5 +0.1%
OIA
1547
Optimum Investment Advisors
Illinois
$327K – – –
PCA
1548
Pallas Capital Advisors
Massachusetts
$327K – – –
NP
1549
NorthRock Partners
Minnesota
$326K +$60.2K +1,245 +23%
SPI
1550
Sutton Place Investors
New York
$323K -$44.5K -920 -12%
60 61
62
63 64