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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 %
RCM
1851
Rain Capital Management
Oregon
$31.1K +$483 +10 +2%
TWD
1852
True Wealth Design
Ohio
$30.2K +$30.2K +625 New
CCM
1853
Copeland Capital Management
Pennsylvania
$30K +$30K +610 New
TFA
1854
Toth Financial Advisory
Virginia
$29.3K – – –
JAWM
1855
J. Arnold Wealth Management
Ohio
$28.1K +$28.1K +580 New
WAG
1856
Windsor Advisory Group
Ohio
$27.4K +$27.4K +565 New
KFO
1857
Kopp Family Office
Minnesota
$27K -$2.15K -45 -7%
EA
1858
Evolution Advisers
Virginia
$27K – – –
BAM
1859
Byrne Asset Management
New Jersey
$26.4K – – –
GWM
1860
Grand Wealth Management
Michigan
$24.7K – – –
EE
1861
EWG Elevate
California
$24.4K +$24.4K +505 New
HCP
1862
Hexagon Capital Partners
Arkansas
$24.2K +$23K +475 +1,900%
GCM
1863
Gables Capital Management
Florida
$24.2K – – –
FCT
1864
First Community Trust
Iowa
$24K – – –
TWA
1865
TCI Wealth Advisors
Arizona
$23K +$15.7K +325 +217%
DAM
1866
Delta Asset Management
Tennessee
$22K +$22K +455 New
MAWA
1867
Moss Adams Wealth Advisors
Washington
$22K +$22K +455 New
AWM
1868
Accel Wealth Management
Iowa
$21.5K – – –
AAP
1869
Arax Advisory Partners
Colorado
$20.8K +$16.2K +335 +353%
DF
1870
DecisionPoint Financial
Arizona
$20.3K +$20.3K +420 New
SL
1871
Savior LLC
Massachusetts
$20.1K +$11.6K +240 +137%
CAM
1872
Costello Asset Management
Pennsylvania
$19.4K – – –
MSFP
1873
Mark Sheptoff Financial Planning
Connecticut
$19.4K – – –
VCM
1874
Versant Capital Management
Arizona
$19.4K +$10.6K +220 +122%
HFS
1875
Hantz Financial Services
Michigan
$19K – – –
73 74
75
76 77