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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 %
VBWMG
1651
Von Berge Wealth Management Group
California
$252K – – –
WAG
1652
Wallace Advisory Group
California
$252K +$252K +5,210 New
SL
1653
Sentinus LLC
Illinois
$252K +$252K +5,200 New
FIA
1654
Foundations Investment Advisors
Arizona
$251K +$5.32K +110 +2%
AC
1655
Anson Capital
Georgia
$250K +$4.83K +100 +2%
ZCA
1656
Zeke Capital Advisors
Pennsylvania
$250K -$210K -4,340 -46%
CAM
1657
Crestone Asset Management
Colorado
$249K – – –
PNC
1658
Park National Corp
Ohio
$248K +$248K +5,135 New
MSCM
1659
McElhenny Sheffield Capital Management
Texas
$247K +$12.8K +265 +5%
WPC
1660
White Pine Capital
Minnesota
$244K +$244K +5,050 New
AA
1661
Aufman Associates
Pennsylvania
$244K – – –
WTA
1662
Washington Trust Advisors
Massachusetts
$244K – – –
Victory Capital Management
1663
Victory Capital Management
Texas
$243K -$368K -7,615 -60%
NAMP
1664
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$243K – – –
APW
1665
Aurora Private Wealth
New Jersey
$243K -$41.7K -860 -15%
DFG
1666
Delta Financial Group
New Jersey
$243K +$243K +5,025 New
SF
1667
SBK Financial
Virginia
$243K +$726 +15 +0.3%
MPW
1668
Monterey Private Wealth
California
$243K -$24.4K -505 -9%
BAM
1669
Bosun Asset Management
Illinois
$242K – – –
RWA
1670
Redmont Wealth Advisors
Illinois
$242K – – –
MCM
1671
Morton Capital Management
California
$241K +$241K +4,985 New
BFG
1672
Barber Financial Group
Kansas
$241K -$7.98K -165 -3%
UW
1673
Unique Wealth
Florida
$240K +$240K +4,970 New
WP
1674
WMS Partners
Maryland
$240K +$242 +5 +0.1%
DBIA
1675
Dumont & Blake Investment Advisors
New Jersey
$239K – – –
65 66
67
68 69