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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 %
MCM
1776
MV Capital Management
Maryland
$155K +$4.84K +100 +3%
TCM
1777
TD Capital Management
Tennessee
$152K +$484 +10 +0.3%
NFSG
1778
Newbridge Financial Services Group
Florida
$151K -$8.47K -175 -5%
VWM
1779
Valley Wealth Managers
New Jersey
$149K – – –
HDIM
1780
Hanson & Doremus Investment Management
Vermont
$146K – – –
FWA
1781
Freedom Wealth Alliance
Wisconsin
$143K +$143K +2,950 New
SA
1782
SRH Advisors
Kansas
$141K +$24.2K +500 +21%
DZ Bank
1783
DZ Bank
Germany
$133K +$133K +2,755 New
WWM
1784
Wagner Wealth Management
South Carolina
$133K +$242 +5 +0.2%
SC
1785
Steph & Co
Wisconsin
$133K -$3.64K -75 -3%
CWP
1786
Concord Wealth Partners
Virginia
$132K +$132K +2,740 New
DCM
1787
Disciplina Capital Management
Tennessee
$130K -$19.8K -410 -13%
OA
1788
Operose Advisors
Wisconsin
$127K +$127K +2,625 New
BCM
1789
Bourgeon Capital Management
Connecticut
$122K +$25.2K +520 +26%
BC
1790
Barrett & Company
Rhode Island
$115K – – –
EAM
1791
Eukles Asset Management
Ohio
$108K +$4.36K +90 +4%
RBC
1792
Roble Belko & Company
Pennsylvania
$106K +$485 +10 +0.5%
Qube Research & Technologies (QRT)
1793
Qube Research & Technologies (QRT)
United Kingdom
$106K -$160K -3,315 -60%
SWA
1794
Sutton Wealth Advisors
Florida
$105K -$39.2K -810 -27%
4FG
1795
4Thought Financial Group
New York
$104K -$116K -2,385 -53%
PAIM
1796
Punch & Associates Investment Management
Minnesota
$104K – – –
BA
1797
Ballast Advisors
Minnesota
$104K – – –
WB
1798
Webster Bank
Connecticut
$102K – – –
AWM
1799
Aspire Wealth Management
Massachusetts
$100K – – –
SFCL
1800
Strengthening Families & Communities LLC
Massachusetts
$100K -$43K -890 -30%
70 71
72
73 74