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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 %
CC
1601
Cypress Capital
Tennessee
$286K +$5.32K +110 +2%
JC
1602
Jentner Corp
Ohio
$285K – – –
PCM
1603
Princeton Capital Management
New Jersey
$285K – – –
GWM
1604
Gray Wealth Management
Maine
$283K -$30.7K -635 -10%
JC
1605
JB Capital
Connecticut
$283K +$15.5K +320 +6%
DWA
1606
Delap Wealth Advisory
Oregon
$282K +$282K +5,830 New
WIP
1607
WealthCare Investment Partners
Rhode Island
$282K -$78.8K -1,630 -22%
RWM
1608
Rockwood Wealth Management
Pennsylvania
$282K +$3.63K +75 +1%
DWP
1609
Daymark Wealth Partners
Ohio
$281K +$281K +5,815 New
PFG
1610
PAX Financial Group
Texas
$281K -$17.7K -365 -6%
BSA
1611
Bull Street Advisors
Georgia
$278K – – –
Luther King Capital Management (LKCM)
1612
Luther King Capital Management (LKCM)
Texas
$278K -$252K – –
NAS
1613
Nicolet Advisory Services
Wisconsin
$278K -$47.2K -930 -15%
ADL
1614
Asset Dedication LLC
California
$277K +$219K +4,525 +377%
FCFC
1615
First Commonwealth Financial Corp
Pennsylvania
$277K -$173K -3,585 -39%
AWM
1616
Aberdeen Wealth Management
Illinois
$277K – – –
GCA
1617
Gradient Capital Advisors
California
$276K – – –
BL
1618
Balentine LLC
Georgia
$276K +$267K +5,510 +2,755%
ACM
1619
Advance Capital Management
Michigan
$275K -$31.7K -655 -10%
NCM
1620
Noesis Capital Mangement
Florida
$273K – – –
FAM
1621
Family Asset Management
South Carolina
$273K +$273K +5,640 New
HBW
1622
Hazlett, Burt & Watson
West Virginia
$272K +$9.44K +195 +4%
TCWM
1623
Total Clarity Wealth Management
Illinois
$271K +$48.4K +1,000 +22%
MWM
1624
McNaughton Wealth Management
California
$271K – – –
CF
1625
Convergence Financial
Missouri
$270K -$18.9K -390 -7%
63 64
65
66 67