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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 %
CFGSD
1701
Compass Financial Group (South Dakota)
South Dakota
$228K +$228K +4,705 New
CWS
1702
Cypress Wealth Services
California
$227K – – –
MFS
1703
Madrona Financial Services
Washington
$227K +$227K +4,700 New
KA
1704
Kovack Advisors
Florida
$227K -$41.1K -850 -15%
LA
1705
LVW Advisors
New York
$225K -$13.8K -285 -6%
EWA
1706
Evolution Wealth Advisors
Florida
$224K +$224K +4,630 New
NWMG
1707
National Wealth Management Group
Ohio
$223K +$223K +4,615 New
CWP
1708
Cyndeo Wealth Partners
Florida
$223K +$223K +4,615 New
AMC
1709
Asset Management Corp
Illinois
$223K – – –
CCA
1710
Column Capital Advisors
Indiana
$222K +$242 +5 +0.1%
KC
1711
Kenfarb & Co
Kentucky
$221K -$6.05K -125 -3%
GIP
1712
Granite Investment Partners
California
$220K – – –
SWM
1713
Seed Wealth Management
Illinois
$220K +$220K +4,550 New
PWM
1714
PBMares Wealth Management
Virginia
$220K +$220K +4,540 New
WIC
1715
Woodmont Investment Counsel
Tennessee
$219K -$16.9K -350 -7%
MAP
1716
Moody Aldrich Partners
Massachusetts
$219K +$219K +4,525 New
MHWM
1717
Montz Harcus Wealth Management
Louisiana
$217K +$217K +4,495 New
ACM
1718
Ardent Capital Management
Ohio
$217K +$217K +4,490 New
W
1719
WorthPointe
California
$217K +$217K +4,490 New
FAG
1720
Fortitude Advisory Group
Washington
$217K +$217K +4,475 New
Schroder Investment Management Group
1721
Schroder Investment Management Group
United Kingdom
$216K – – –
ST
1722
Sageworth Trust
Pennsylvania
$216K +$72.6K +1,505 +51%
TSS
1723
Two Sigma Securities
New York
$215K -$242K -5,005 -53%
AP
1724
Adero Partners
California
$215K -$40.6K -840 -16%
WFA
1725
WestHill Financial Advisors
California
$214K +$484 +10 +0.2%
67 68
69
70 71