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

1,833 hedge funds and large institutions have $47.8B invested in iShares Core S&P Mid-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 836 increasing their positions, 621 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,833
Holders Change
-24
Holders Change %
-1.29%
% of All Funds
29.01%
Holding in Top 10
315
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.64%
% of All Funds
4.98%
New
102
Increased
836
Reduced
621
Closed
102
Calls
$67.8M
Puts
$33.9M
Net Calls
+$33.9M
Net Calls Change
-$5.8M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$202M
2
CW
Connectus Wealth
Ohio
+$71.6M
3
Bank of America
Bank of America
North Carolina
+$60.7M
4
LPL Financial
LPL Financial
California
+$55.4M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$51.2M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$348M
2
HNB
Huntington National Bank
Ohio
-$144M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$136M
4
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$56.5M
5
JSW
Journey Strategic Wealth
New Jersey
-$56.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
1701
SRH Advisors
Kansas
$129K – – –
DC
1702
DeDora Capital
California
$128K +$128K +2,385 New
IWP
1703
IAG Wealth Partners
Wisconsin
$126K – – –
SMA
1704
Sage Mountain Advisors
Georgia
$125K – – –
IRC
1705
Investors Research Corp
Georgia
$123K +$87.3K +1,625 +244%
RCA
1706
Riverview Capital Advisers
Massachusetts
$119K – – –
KFS
1707
Kelly Financial Services
Massachusetts
$116K -$16.4K -305 -12%
BA
1708
Ballast Advisors
Minnesota
$115K – – –
WBC
1709
West Branch Capital
Massachusetts
$112K -$9.65K -180 -8%
SFC
1710
SYM Financial Corp
Indiana
$112K – – –
PWMG
1711
Prestige Wealth Management Group
New Jersey
$111K – – –
AWM
1712
Aspire Wealth Management
Massachusetts
$111K – – –
MFA
1713
McClarren Financial Advisors
Pennsylvania
$110K -$265 -5 -0.2%
AWM
1714
Angeles Wealth Management
California
$108K +$108K +2,005 New
KFP
1715
KB Financial Partners
New Jersey
$107K – – –
BCM
1716
Bourgeon Capital Management
Connecticut
$107K – – –
LB
1717
Legacy Bridge
Iowa
$107K – – –
MFA
1718
Morling Financial Advisors
California
$107K +$534 +10 +0.5%
SC
1719
Siena Capital
Ohio
$107K +$107K +2,000 New
RMC
1720
Resources Management Corp
Connecticut
$106K -$33K -615 -24%
CMBA
1721
C.M. Bidwell & Associates
Hawaii
$106K – – –
HWM
1722
Holloway Wealth Management
Florida
$105K -$113K – –
EAM
1723
Eukles Asset Management
Ohio
$104K +$6.68K +125 +7%
VCM
1724
Vigilant Capital Management
Maine
$102K -$99.6K -1,850 -49%
HH
1725
HWG Holdings
Texas
$100K -$5.21M -96,710 -98%
67 68
69
70 71