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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
1
Arete Wealth Advisors
Illinois
$5.58B
2
CSA
2
Cottage Street Advisors
Massachusetts
$912M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$3.61B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.04B
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$2.11B

Top Sellers

1
Citigroup
1
Citigroup
New York
$19M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$115M
3
HNB
3
Huntington National Bank
Ohio
$149M
4
TD Asset Management
4
TD Asset Management
Ontario, Canada
$53.8M
5
BlackRock
5
BlackRock
New York
$1.21B
Name Holding Trade Value Shares
Change 		Shares
Change %
FCAS
151
First Command Advisory Services
Texas
$38.4M -$358K -7,405 -0.9%
OIA
152
OneDigital Investment Advisors
Kansas
$37.9M -$391K -8,085 -1%
WPA
153
West Paces Advisors
Georgia
$37.9M +$1.53M +31,645 +4%
EH
154
Equitable Holdings
New York
$37.7M +$4.06M +83,980 +12%
HFS
155
HBC Financial Services
Washington
$37.5M -$378K -7,740 -1%
CFG
156
CKW Financial Group
Hawaii
$37.4M -$209K -4,315 -0.6%
Rockefeller Capital Management
157
Rockefeller Capital Management
New York
$36.4M +$3.06M +63,285 +9%
FBFS
158
First Business Financial Services
Wisconsin
$36.1M -$602K -12,445 -2%
CAI
159
Capital Advisors Inc
Oklahoma
$35.9M -$738K -15,255 -2%
SPP
160
Single Point Partners
Massachusetts
$35.7M +$1.76M +36,445 +5%
GW
161
GW & Wade
Massachusetts
$35.1M +$8.36M +172,755 +31%
EWM
162
Evermay Wealth Management
Virginia
$34.8M -$798K -16,500 -2%
RWB
163
RMR Wealth Builders
New Jersey
$34.7M +$1.31M +27,065 +4%
WAP
164
Wealthcare Advisory Partners
Pennsylvania
$34.5M +$357K +7,380 +1%
Lazard Asset Management
165
Lazard Asset Management
New York
$34.3M -$122K -2,525 -0.4%
JWA
166
JFS Wealth Advisors
Pennsylvania
$34.2M +$209K +4,330 +0.6%
AWE
167
Avidian Wealth Enterprises
Texas
$33.4M -$1.89M -39,030 -5%
T
168
TrueFG
Texas
$33.4M +$517K +10,685 +2%
CPO
169
Cerity Partners OCIO
New York
$33.4M -$357K -7,375 -1%
CG
170
Colony Group
Massachusetts
$33.4M +$3.42M +70,735 +11%
BWA
171
BDO Wealth Advisors
Florida
$33.3M -$614K -12,685 -2%
SAS
172
Sanford Advisory Services
Michigan
$33M -$1.69M -35,035 -5%
AA
173
ALPS Advisors
Colorado
$32.7M -$394K -8,150 -1%
Manulife (Manufacturers Life Insurance)
174
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$32.6M -$43.4M -896,775 -57%
PP
175
PDS Planning
Ohio
$32.2M +$1.52M +31,465 +5%
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