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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 %
SLF
1626
Sun Life Financial
Ontario, Canada
$268K – – –
SCP
1627
Sandhill Capital Partners
New York
$267K +$267K +5,525 New
F
1628
F3Logic
Minnesota
$267K -$183K -3,780 -41%
GBS
1629
Gallagher Benefit Services
Illinois
$267K +$267K +5,525 New
SBL
1630
Sargent Bickham Lagudis
Colorado
$267K +$5.08K +105 +2%
BTW
1631
Boston Trust Walden
Massachusetts
$266K – – –
MM
1632
Meridian Management
Arkansas
$264K – – –
GA
1633
Geller Advisors
New York
$261K – – –
LWAC
1634
Laurel Wealth Advisors (California)
California
$261K – – –
ACA
1635
Affinity Capital Advisors
California
$260K +$10.2K +210 +4%
FP
1636
Financial Perspectives
Minnesota
$260K +$1.69K +35 +0.7%
MWA
1637
Monograph Wealth Advisors
California
$259K – – –
SWM
1638
Segment Wealth Management
Texas
$258K – – –
DCM
1639
Donaldson Capital Management
Indiana
$258K -$4.11K -85 -2%
ME
1640
McIlrath & Eck
Washington
$257K -$21K -435 -8%
BFA
1641
Bluestem Financial Advisors
Illinois
$257K – – –
AWAG
1642
ARS Wealth Advisors Group
Florida
$257K -$97.5K -2,015 -28%
FWA
1643
FSC Wealth Advisors
New York
$256K -$1.69K -35 -0.7%
BAM
1644
BOS Asset Management
Illinois
$256K +$256K +5,290 New
SWRP
1645
Summit Wealth & Retirement Planning
California
$255K – – –
CDH
1646
Charles D. Hyman
$254K – – –
B
1647
Bellecapital
Switzerland
$254K – – –
TW
1648
Transform Wealth
Colorado
$254K +$254K +5,245 New
GKWIM
1649
Gerber Kawasaki Wealth & Investment Management
California
$253K -$53.5K -1,105 -17%
VWA
1650
Visionary Wealth Advisors
Illinois
$253K +$253K +5,230 New
64 65
66
67 68