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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 %
RPG
1751
Resource Planning Group
Georgia
$204K +$204K +4,210 New
CA
1752
Carson Advisory
Georgia
$203K +$203K +4,205 New
HWA
1753
Heartwood Wealth Advisors
Virginia
$203K +$203K +4,195 New
FCA
1754
Fortis Capital Advisors
Kansas
$201K +$201K +4,160 New
PWM
1755
Praetorian Wealth Management
California
$201K +$201K +4,155 New
AWM
1756
Angeles Wealth Management
California
$200K +$103K +2,135 +106%
CAM
1757
Covenant Asset Management
New Jersey
$200K +$200K +4,140 New
SCA
1758
Stonebridge Capital Advisors
Minnesota
$200K +$148K +3,055 +284%
GIA
1759
Goodwin Investment Advisory
Georgia
$198K – – –
MGIA
1760
Matthew Goff Investment Advisor
Texas
$195K +$195K +4,030 New
FRA
1761
Front Row Advisors
California
$194K +$6.04K +125 +3%
AA
1762
Addison Advisors
Vermont
$193K +$5.08K +105 +3%
CDIA
1763
Capital Directions Investment Advisors
Georgia
$193K +$193K +3,990 New
FMTCOCP
1764
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$193K – – –
CPG
1765
Cornerstone Planning Group
New Jersey
$183K +$183K +3,640 New
RFA
1766
Register Financial Advisors
Georgia
$176K +$176K +3,630 New
JWM
1767
Janiczek Wealth Management
Colorado
$173K – – –
PCTC
1768
Perkins Coie Trust Company
Washington
$167K – – –
SSC
1769
Syverson Strege & Co
Iowa
$167K -$95.3K -1,970 -36%
MIM
1770
MTM Investment Management
South Carolina
$164K -$7.5K -155 -4%
MBFW
1771
Morton Brown Family Wealth
Pennsylvania
$161K – – –
AW
1772
Avion Wealth
Texas
$161K – – –
NRC
1773
New Republic Capital
North Carolina
$161K +$161K +3,320 New
PSB
1774
Piscataqua Savings Bank
New Hampshire
$157K – – –
MHR
1775
Matthew Hamilton Rosenberg
$155K – – –
69 70
71
72 73