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iShares Core S&P Mid-Cap ETF
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Overview Fund Activity

1,788 hedge funds and large institutions have $40.5B invested in iShares Core S&P Mid-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 772 increasing their positions, 660 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,788
Holders Change
-45
Holders Change %
-2.45%
% of All Funds
30.23%
Holding in Top 10
308
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-2.22%
% of All Funds
5.21%
New
92
Increased
772
Reduced
660
Closed
113
Calls
$14.7M
Puts
$7.33M
Net Calls
+$7.37M
Net Calls Change
-$26.5M

Top Buyers

1
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$226M
2
Baird Financial Group
Baird Financial Group
Wisconsin
+$185M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$143M
4
WANY
Wealthspire Advisors (New York)
New York
+$111M
5
MRC
Millburn Ridgefield Corp
New York
+$75.5M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$883M
2
USAA
United Services Automobile Association
Texas
-$277M
3
TA
Tiedemann Advisors
New York
-$257M
4
HNB
Huntington National Bank
Ohio
-$143M
5
Wells Fargo
Wells Fargo
California
-$50.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSIWM
1601
Paradigm Strategies in Wealth Management
Minnesota
$217K +$217K +4,805 New
AA
1602
Aire Advisors
California
$215K -$174K -3,855 -45%
TYCC
1603
Texas Yale Capital Corp
Florida
$215K – – –
BMC
1604
Beaton Management Company
Massachusetts
$215K – – –
EWA
1605
Evolution Wealth Advisors
Florida
$215K +$12.9K +285 +6%
ZIG
1606
Zuckerman Investment Group
Illinois
$214K – – –
4FG
1607
4Thought Financial Group
New York
$214K +$214K +4,735 New
TWM
1608
Tradition Wealth Management
Minnesota
$213K +$226 +5 +0.1%
ORC
1609
O'Rourke & Company
Massachusetts
$213K +$226 +5 +0.1%
FWM
1610
Focused Wealth Management
New York
$212K +$10.9K +240 +5%
NB
1611
Nicolet Bankshares
Wisconsin
$210K – – –
AMC
1612
Asset Management Corp
Illinois
$209K – – –
CFO
1613
Custos Family Office
Texas
$209K +$209K +4,630 New
CA
1614
Carson Advisory
Georgia
$208K -$5.42K -120 -3%
SPWM
1615
Schrum Private Wealth Management
Florida
$208K +$452 +10 +0.2%
PIFP
1616
Partners in Financial Planning
Virginia
$208K +$500 +10 +0.2%
CCA
1617
Column Capital Advisors
Indiana
$207K +$226 +5 +0.1%
NAMM
1618
NorthStar Asset Management (Massachusetts)
Massachusetts
$206K – – –
FAG
1619
Fortitude Advisory Group
Washington
$206K -$209K -4,620 -50%
GIP
1620
Granite Investment Partners
California
$206K – – –
MAP
1621
Moody Aldrich Partners
Massachusetts
$205K – – –
PWM
1622
PBMares Wealth Management
Virginia
$205K +$4.97K +110 +2%
ZCM
1623
Ziegler Capital Management
Illinois
$205K +$7.02K +155 +4%
RBFC
1624
Roman Butler Fullerton & Co
Missouri
$204K +$204K +4,435 New
SAM
1625
Strategic Asset Management
Minnesota
$203K -$2.94K -65 -1%
63 64
65
66 67