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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 %
AssetMark Inc
1826
AssetMark Inc
California
$67.2K -$285K -5,895 -81%
LFG
1827
Larson Financial Group
Missouri
$66.2K -$5.8K -120 -8%
MWA
1828
Moser Wealth Advisors
Washington
$61.7K – – –
TFM
1829
TFC Financial Management
Massachusetts
$61.1K +$483 +10 +0.8%
WOC
1830
West Oak Capital
California
$56K – – –
IBOK
1831
Independence Bank of Kentucky
Kentucky
$56K +$19.5K +400 +53%
RFS
1832
Retirement Financial Solutions
Tennessee
$54.4K +$54.4K +1,125 New
CWA
1833
Clearview Wealth Advisors
Oregon
$53.1K – – –
BCV
1834
Banque Cantonale Vaudoise
Switzerland
$53K – – –
BCM
1835
Blume Capital Management
California
$51.5K – – –
CBT
1836
CoreFirst Bank & Trust
Kansas
$49.6K – – –
RWPA
1837
Richard W. Paul & Associates
Michigan
$49.3K +$49.3K +1,020 New
PP
1838
PrairieView Partners
Minnesota
$47K – – –
ACA
1839
Atlas Capital Advisors
Wyoming
$45.2K – – –
SMA
1840
Sage Mountain Advisors
Georgia
$44.8K +$7.74K +160 +21%
LFA
1841
Legend Financial Advisors
Pennsylvania
$42.6K – – –
ACM
1842
Antonetti Capital Management
Florida
$42.3K – – –
BSWA
1843
Bromfield Sneider Wealth Advisors
Massachusetts
$38.6K +$483 +10 +1%
TCWA
1844
Ten Capital Wealth Advisors
Washington
$38.2K +$11.1K +230 +41%
MFA
1845
McClarren Financial Advisors
Pennsylvania
$38K -$8.84K -185 -19%
CWM
1846
Compass Wealth Management
Connecticut
$38K +$38K +785 New
BAM
1847
Bellevue Asset Management
Washington
$36.1K – – –
DWA
1848
Dougherty Wealth Advisers
Minnesota
$35.3K – – –
POIA
1849
Pin Oak Investment Advisors
Texas
$33K +$33K +690 New
IRC
1850
Investors Research Corp
Georgia
$32.2K – – –
72 73
74
75 76