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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
1
Arete Wealth Advisors
Illinois
$5.58B
2
CSA
2
Cottage Street Advisors
Massachusetts
$912M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$3.61B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.04B
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$2.11B

Top Sellers

1
Citigroup
1
Citigroup
New York
$19M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$115M
3
HNB
3
Huntington National Bank
Ohio
$149M
4
TD Asset Management
4
TD Asset Management
Ontario, Canada
$53.8M
5
BlackRock
5
BlackRock
New York
$1.21B
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
201
Modera Wealth Management
New Jersey
$27.1M -$1.18M -24,310 -4%
PGA
202
Portland Global Advisors
Maine
$27.1M +$1.32M +27,205 +5%
WAS
203
Wealth Advisory Solutions
Indiana
$26.7M -$686K -14,170 -3%
COPPSERS
204
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$26.5M -$24.3M -501,710 -48%
BPA
205
Beacon Pointe Advisors
California
$26.5M +$3.12M +64,480 +13%
IWC
206
Integrated Wealth Concepts
Massachusetts
$26.4M -$1.74M -36,065 -6%
RCA
207
Resonant Capital Advisors
Wisconsin
$26.3M +$763K +15,775 +3%
ETS
208
ESL Trust Services
New York
$26.3M +$101K +2,080 +0.4%
FBB
209
Fulton Breakefield Broenniman
Maryland
$26.2M +$922K +19,050 +4%
PI
210
PFS Investments
Georgia
$26M +$791K +16,345 +3%
NA
211
Nottingham Advisors
New York
$25.8M +$4.59M +94,895 +22%
BFM
212
Boston Financial Management
Massachusetts
$25.5M +$1.13M +23,275 +5%
CA
213
Clearstead Advisors
Ohio
$25.4M +$2.54M +52,605 +11%
FAG
214
Financial Advisory Group
Texas
$25.1M -$318K -6,570 -1%
HI
215
Hudock Inc
Pennsylvania
$25M -$261K -5,405 -1%
SPC
216
Sigma Planning Corp
Michigan
$24.6M +$313K +6,480 +1%
CTA
217
Chesley Taft & Associates
Illinois
$24.6M -$45.2K -935 -0.2%
AWM
218
AE Wealth Management
Kansas
$24.5M +$355K +7,340 +1%
SWA
219
Sax Wealth Advisors
New Jersey
$24.4M +$1.3M +26,830 +6%
AAS
220
Avantax Advisory Services
Texas
$24.3M +$3.02M +62,420 +14%
OSNBOA
221
Old Second National Bank of Aurora
Illinois
$23.9M -$2.35M -48,530 -9%
DADC
222
D.A. Davidson & Co
Montana
$23.8M -$4.29M -88,640 -15%
Thrivent Financial for Lutherans
223
Thrivent Financial for Lutherans
Minnesota
$23.5M -$1.47M -30,375 -6%
AFA
224
American Financial Advisors
Georgia
$23.5M -$195K -4,025 -0.8%
LP
225
LGL Partners
Pennsylvania
$23.3M -$1.53M -31,670 -6%
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