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iShares Core S&P Mid-Cap ETF
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Overview Fund Activity

1,833 hedge funds and large institutions have $47.8B invested in iShares Core S&P Mid-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 836 increasing their positions, 621 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,833
Holders Change
-24
Holders Change %
-1.29%
% of All Funds
29.01%
Holding in Top 10
315
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.64%
% of All Funds
4.98%
New
102
Increased
836
Reduced
621
Closed
102
Calls
$67.8M
Puts
$33.9M
Net Calls
+$33.9M
Net Calls Change
-$5.8M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$2.95B
2
CW
Connectus Wealth
Ohio
$71.6M
3
Bank of America
Bank of America
North Carolina
$3.19B
4
LPL Financial
LPL Financial
California
$1.71B
5
Bank of New York Mellon
Bank of New York Mellon
New York
$1.97B

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$0
2
HNB
Huntington National Bank
Ohio
$143M
3
Financial Engines Advisors
Financial Engines Advisors
California
$546M
4
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
$401M
5
JSW
Journey Strategic Wealth
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MFP
1876
Meridian Financial Partners
Virginia
– -$333K -6,215 Closed
CST
1877
Charles Schwab Trust
Nevada
– -$342K -6,045 Closed
HNW
1878
High Note Wealth
Minnesota
– -$334K -5,915 Closed
LC
1879
Lavaca Capital
Texas
– -$287K -5,075 Closed
ODFS
1880
O'Donnell Financial Services
California
– -$255K -4,955 Closed
APWA
1881
Atlas Private Wealth Advisors
New Jersey
– -$257K -4,540 Closed
RBFC
1882
Roman Butler Fullerton & Co
Missouri
– -$247K -4,495 Closed
PAM
1883
Premier Asset Management
Illinois
– -$249K -4,400 Closed
GC
1884
Gibson Capital
Pennsylvania
– -$247K -4,380 Closed
COF
1885
Capital One Financial
Virginia
– -$244K -4,310 Closed
MWA
1886
MFA Wealth Advisors
Pennsylvania
– -$241K -4,245 Closed
HIP
1887
HUB Investment Partners
Texas
– -$236K -4,170 Closed
SWMG
1888
Signature Wealth Management Group
Georgia
– -$231K -4,070 Closed
TCMP
1889
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$223K -3,940 Closed
Select Equity Group
1890
Select Equity Group
New York
– -$219K -3,875 Closed
CCFM
1891
Clear Creek Financial Management
Washington
– -$216K -3,810 Closed
SIMG
1892
Sonora Investment Management Group
Arizona
– -$214K -3,775 Closed
MHWM
1893
Montz Harcus Wealth Management
Louisiana
– -$212K -3,740 Closed
FNBTCON
1894
First National Bank & Trust Co of Newtown
Pennsylvania
– -$211K -3,725 Closed
APIM
1895
Agate Pass Investment Management
Washington
– -$211K -3,720 Closed
RA
1896
Riverstone Advisors
Texas
– -$210K -3,705 Closed
TAM
1897
Taurus Asset Management
New York
– -$209K -3,700 Closed
MCM
1898
Mengis Capital Management
Oregon
– -$208K -3,680 Closed
MCM
1899
Morton Capital Management
California
– -$206K -3,645 Closed
CBTWT
1900
Community Bank & Trust (Waco, Texas)
Texas
– -$206K -3,630 Closed
74 75
76
77 78