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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
$2.95B
2
CW
Connectus Wealth
Ohio
$71.6M
3
Bank of America
Bank of America
North Carolina
$3.19B
4
LPL Financial
LPL Financial
California
$1.71B
5
Bank of New York Mellon
Bank of New York Mellon
New York
$1.97B

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$0
2
HNB
Huntington National Bank
Ohio
$143M
3
Financial Engines Advisors
Financial Engines Advisors
California
$546M
4
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
$401M
5
JSW
Journey Strategic Wealth
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Lazard Asset Management
151
Lazard Asset Management
New York
$40.6M -$807K -15,030 -2%
SAS
152
Sanford Advisory Services
Michigan
$39.9M – – –
AA
153
ALPS Advisors
Colorado
$39.6M -$5.85M -108,975 -13%
RWM
154
RKL Wealth Management
Pennsylvania
$39.5M +$1.91M +35,635 +5%
W
155
Wealthquest
Ohio
$39.2M – – –
HFS
156
HBC Financial Services
Washington
$39.1M +$384K +7,640 +1%
Fiera Capital (Canada)
157
Fiera Capital (Canada)
Quebec, Canada
$38.8M +$441K +8,215 +1%
GBT
158
Grove Bank & Trust
Florida
$38.5M +$1.07M +19,945 +3%
RIS
159
Retirement Income Solutions
Michigan
$37.9M +$723K +13,470 +2%
MWM
160
Modera Wealth Management
New Jersey
$37.9M -$10.4M -193,990 -22%
JWA
161
JFS Wealth Advisors
Pennsylvania
$37.7M +$498K +9,280 +1%
RC
162
RegentAtlantic Capital
New Jersey
$37.5M +$4.26M +79,330 +13%
EWM
163
Evermay Wealth Management
Virginia
$37.3M +$960K +17,885 +3%
BPA
164
Beacon Pointe Advisors
California
$37.2M +$18.8M +351,175 +103%
SPP
165
Single Point Partners
Massachusetts
$37M +$1.88M +35,005 +5%
BWA
166
BDO Wealth Advisors
Florida
$37M +$1.99M +37,135 +6%
WPA
167
West Paces Advisors
Georgia
$36.8M +$1.3M +24,130 +4%
CIA
168
Capital Investment Advisors
Georgia
$36.5M -$718K -13,385 -2%
FSC
169
Full Sail Capital
Oklahoma
$35.4M -$4.5M -83,865 -11%
T
170
TrueFG
Texas
$35M +$896K +16,690 +3%
WTC
171
WhitTier Trust Company
Nevada
$34.6M +$2.73M +50,880 +9%
AWE
172
Avidian Wealth Enterprises
Texas
$34.6M +$2.01M +37,460 +6%
Mercer Global Advisors
173
Mercer Global Advisors
Colorado
$34.5M +$22.4M +416,885 +184%
WAS
174
Wealth Advisory Solutions
Indiana
$34.3M +$34.3M +639,590 New
TF
175
TimeScale Financial
Massachusetts
$34M +$96.3K +1,795 +0.3%
5 6
7
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