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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 %
WBC
1801
West Branch Capital
Massachusetts
$99.8K -$43.3K -895 -30%
AIM
1802
Axiom Investment Management
New York
$98.2K -$82K -1,695 -46%
OIS
1803
Okabena Investment Services
Minnesota
$97.7K +$97K +2,005 +13,367%
KFP
1804
KB Financial Partners
New Jersey
$97K – – –
MFA
1805
Morling Financial Advisors
California
$97K – – –
LB
1806
Legacy Bridge
Iowa
$96.8K – – –
PWMG
1807
Prestige Wealth Management Group
New Jersey
$96.5K -$3.63K -75 -4%
RMC
1808
Resources Management Corp
Connecticut
$96K – – –
CMBA
1809
C.M. Bidwell & Associates
Hawaii
$95.8K – – –
AC
1810
Asio Capital
Kentucky
$91.2K +$30.7K +635 +51%
DCM
1811
Dupont Capital Management
Delaware
$90.7K +$39.2K +810 +76%
MRCM
1812
M&R Capital Management
New Jersey
$90.7K – – –
KFS
1813
Kelly Financial Services
Massachusetts
$86K -$6.3K -130 -7%
SN
1814
Sittner & Nelson
Oregon
$85.4K – – –
AWM
1815
AllSquare Wealth Management
New York
$83.7K – – –
AP
1816
Atwood & Palmer
Missouri
$77.4K – – –
BCMLT
1817
Beacon Capital Management LLC (Tennessee)
Tennessee
$77.4K +$3.15K +65 +4%
ACB
1818
Aristotle Capital Boston
Massachusetts
$74.5K +$30K +620 +67%
LOIP
1819
Live Oak Investment Partners
Texas
$73.3K – – –
IAIM
1820
Industrial Alliance Investment Management
Quebec, Canada
$72K -$67.2K -1,390 -48%
HWA
1821
Heritage Wealth Advisors
Virginia
$71.1K -$18.6K -385 -21%
LWP
1822
Lumature Wealth Partners
Georgia
$69.7K – – –
FFA
1823
Fairfield Financial Advisors
Massachusetts
$69K – – –
LFA
1824
Level Financial Advisors
New York
$68K – – –
EBA
1825
Eagle Bay Advisors
New York
$67.5K – – –
71 72
73
74 75