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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 %
QT
1901
Quantbot Technologies
New York
$4.84K -$1.2M -24,900 -100%
MPCL
1902
My Personal CFO LLC
Washington
$4.84K +$4.84K +100 New
LS
1903
Leelyn Smith
Illinois
$4.35K -$3.39K -70 -44%
BEI
1904
Benjamin Edwards Inc
Missouri
$4K – – –
LWA
1905
Lowe Wealth Advisors
Maryland
$3.39K – – –
TVWM
1906
Tower View Wealth Management
Wisconsin
$3K – – –
DJSG
1907
D.J. St. Germain
Massachusetts
$2.9K +$2.9K +60 New
FFL
1908
Financial Freedom LLC
Ohio
$2.72K +$2.72K +55 New
SIS
1909
Sound Income Strategies
Florida
$2.18K – – –
KA
1910
Kozak & Associates
Colorado
$2K +$2K +45 New
C
1911
Covestor
United Kingdom
$2K +$2K +50 New
SIC
1912
SJS Investment Consulting
Ohio
$1.69K -$58K -1,200 -97%
MWM
1913
MinichMacGregor Wealth Management
New York
$1.45K +$1.45K +30 New
GA
1914
GoalVest Advisory
New York
$1.21K – – –
SJIA
1915
St. James Investment Advisors
New York
$1.21K – – –
CCM
1916
Cribstone Capital Management
Maine
$968 – – –
TCOT
1917
Trust Company of Toledo
Ohio
$917 – – –
WA
1918
Win Advisors
Florida
$726 +$726 +15 New
KIA
1919
Kraematon Investment Advisors
Massachusetts
$605 +$605 +15 New
SFC
1920
SYM Financial Corp
Indiana
$242 -$101K -2,080 -100%
CMP
1921
Coston McIsaac & Partners
Maine
$204 +$195 +4,040 +2,072%
WIM
1922
Westside Investment Management
California
$115 – – –
CIAS
1923
CFS Investment Advisory Services
New Jersey
– -$799K -17,869,685 Closed
I
1924
INVST
Indiana
– -$25.6M -568,300 Closed
Millennium Management
1925
Millennium Management
New York
– -$17.7M -404,355 Closed
75 76
77
78 79