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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 %
HIIFS
1551
Harel Insurance Investments & Financial Services
Israel
$323K – – –
CWM
1552
Concentrum Wealth Management
California
$323K +$323K +6,670 New
FPCP
1553
Fort Point Capital Partners
California
$321K +$18.1K +375 +6%
FB
1554
Fulton Bank
Pennsylvania
$319K +$319K +6,595 New
SWM
1555
Sugarloaf Wealth Management
Georgia
$317K +$726 +15 +0.2%
MFG
1556
Mendota Financial Group
Wisconsin
$316K +$316K +6,540 New
HWM
1557
Hemington Wealth Management
Virginia
$316K -$224K -4,635 -41%
NCM
1558
Northwest Capital Management
Oregon
$316K – – –
WAL
1559
W Advisors LLC
Tennessee
$316K -$8.71K -180 -3%
OBWG
1560
Onyx Bridge Wealth Group
New York
$315K -$42.4K -855 -12%
RJTCONH
1561
Raymond James Trust Company of New Hampshire
New Hampshire
$314K +$1.7K +35 +0.5%
FBC
1562
Fairfield, Bush & Co
Connecticut
$313K -$37.7K -780 -11%
STC
1563
Sarah T. Connolly
$313K – – –
SIA
1564
SkyView Investment Advisors
New Jersey
$313K +$5.09K +105 +2%
FCAG
1565
First Capital Advisors Group
New Jersey
$313K +$5.08K +105 +2%
AWM
1566
Avaii Wealth Management
Wisconsin
$312K -$5.56K -115 -2%
MTC
1567
McDaniel Terry & Co
Texas
$312K -$9.21K -190 -3%
BCP
1568
Berkeley Capital Partners
Georgia
$311K +$3.63K +75 +1%
PD
1569
Planning Directions
Pennsylvania
$310K -$1.45K -30 -0.5%
BWP
1570
Bernardo Wealth Planning
Pennsylvania
$309K – – –
SVCP
1571
Silicon Valley Capital Partners
California
$307K -$6.53K -135 -2%
LOPW
1572
Live Oak Private Wealth
North Carolina
$307K +$4.84K +100 +2%
MCM
1573
Mattern Capital Management
Colorado
$306K -$6.29K -130 -2%
BFG
1574
Berger Financial Group
Minnesota
$305K +$305K +6,310 New
JPMIA
1575
J.P. Marvel Investment Advisors
Massachusetts
$305K – – –
61 62
63
64 65