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

1,761 hedge funds and large institutions have $40.7B invested in iShares Core S&P Mid-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 734 increasing their positions, 645 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,761
Holders Change
-27
Holders Change %
-1.51%
% of All Funds
30.45%
Holding in Top 10
304
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.3%
% of All Funds
5.26%
New
77
Increased
734
Reduced
645
Closed
76
Calls
$34.7M
Puts
$27M
Net Calls
+$7.69M
Net Calls Change
+$319K

Top Buyers

1
Citigroup
Citigroup
New York
+$328M
2
TA
Tiedemann Advisors
New York
+$217M
3
LPL Financial
LPL Financial
California
+$217M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$149M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$93.1M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$127M
2
BlackRock
BlackRock
New York
-$52.1M
3
Macquarie Group
Macquarie Group
Australia
-$49M
4
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$45.4M
5
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
-$34.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWA
1626
Icon Wealth Advisors
Texas
$136K +$136K +3,095 New
DCM
1627
Disciplina Capital Management
Tennessee
$136K – – –
VWM
1628
Valley Wealth Managers
New Jersey
$135K -$1.02M -23,270 -88%
RG
1629
Retirement Group
California
$134K -$414K -9,465 -76%
HDIM
1630
Hanson & Doremus Investment Management
Vermont
$133K – – –
SWA
1631
Sutton Wealth Advisors
Florida
$130K +$96K +2,190 +279%
RWA
1632
RGT Wealth Advisors
Texas
$130K -$1.98K -45 -1%
WBC
1633
West Branch Capital
Massachusetts
$130K +$40K +910 +44%
ST
1634
Sageworth Trust
Pennsylvania
$130K +$105K +2,400 +421%
SFCL
1635
Strengthening Families & Communities LLC
Massachusetts
$129K -$27.5K -630 -18%
IAIM
1636
Industrial Alliance Investment Management
Quebec, Canada
$126K – – –
SC
1637
Steph & Co
Wisconsin
$123K -$3.93K -90 -3%
CT
1638
Clearstead Trust
Maine
$123K +$123K +2,795 New
WWM
1639
Wagner Wealth Management
South Carolina
$121K -$29K -660 -19%
IWP
1640
IAG Wealth Partners
Wisconsin
$121K +$6.33K +145 +6%
BC
1641
Barrett & Company
Rhode Island
$115K +$115K +2,385 New
FM
1642
Family Management
New York
$112K – – –
SA
1643
SRH Advisors
Kansas
$106K – – –
SMG
1644
Spectrum Management Group
Indiana
$103K -$13.4K -305 -12%
RBC
1645
Roble Belko & Company
Pennsylvania
$95K – – –
BA
1646
Ballast Advisors
Minnesota
$94K – – –
EAM
1647
Eukles Asset Management
Ohio
$94K +$4.17K +95 +5%
PAIM
1648
Punch & Associates Investment Management
Minnesota
$94K +$87.6K +2,000 +1,379%
WB
1649
Webster Bank
Connecticut
$92K – – –
SFC
1650
SYM Financial Corp
Indiana
$91K -$10.5K -240 -10%
64 65
66
67 68