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

1,950 hedge funds and large institutions have $51.3B invested in iShares Core S&P Mid-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 814 increasing their positions, 725 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,950
Holders Change
+46
Holders Change %
+2.42%
% of All Funds
30.75%
Holding in Top 10
327
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-0.61%
% of All Funds
5.16%
New
114
Increased
814
Reduced
725
Closed
53
Calls
$35.9M
Puts
$8.21M
Net Calls
+$27.6M
Net Calls Change
+$20.9M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$215M
2
HighTower Advisors
HighTower Advisors
Illinois
+$111M
3
Cerity Partners
Cerity Partners
New York
+$68.5M
4
Barclays
Barclays
United Kingdom
+$59.5M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$58.1M

Top Sellers

1
US Bancorp
US Bancorp
Minnesota
-$430M
2
CL
COWA LLC
Oklahoma
-$397M
3
BlackRock
BlackRock
New York
-$166M
4
HNB
Huntington National Bank
Ohio
-$163M
5
Wells Fargo
Wells Fargo
California
-$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
251
StrategIQ Financial Group
Indiana
$21.9M +$301K +5,760 +1%
SMC
252
Smith, Moore & Co
Missouri
$21.9M +$65.1K +1,245 +0.3%
PWM
253
Perigon Wealth Management
California
$21.5M +$5.1M +97,525 +31%
KCM
254
Kanawha Capital Management
Virginia
$21.4M +$95.7K +1,830 +0.4%
WSFS
255
Wilmington Savings Fund Society
Delaware
$21.4M -$730K -13,965 -3%
CF
256
Cantor Fitzgerald
New York
$21.3M -$491K -9,380 -2%
ACM
257
Arcataur Capital Management
Wisconsin
$21M +$21M +401,580 New
RDFA
258
Ritter Daniher Financial Advisory
Ohio
$20.9M +$1.26M +24,000 +6%
SC
259
Savant Capital
Illinois
$20.6M +$18.5M +353,735 +865%
1832 Asset Management
260
1832 Asset Management
Ontario, Canada
$20.6M – – –
BWIA
261
Bryant Woods Investment Advisors
New York
$20.5M +$338K +6,455 +2%
HCA
262
Horan Capital Advisors
Ohio
$20.2M +$790K +15,110 +4%
CT
263
Coastline Trust
Rhode Island
$20.1M +$1.62M +30,975 +9%
CWM
264
Curi Wealth Management
North Carolina
$20.1M +$758K +14,490 +4%
BSSFA
265
Baron Silver Stevens Financial Advisors
Florida
$20M +$2.87M +54,975 +17%
SF
266
Symphony Financial
Texas
$20M +$1.94M +37,240 +11%
VCM
267
Verde Capital Management
Michigan
$20M +$525K +10,030 +3%
William Blair & Company
268
William Blair & Company
Illinois
$19.9M +$301K +5,765 +2%
IFPL
269
Investments & Financial Planning LLC
Kentucky
$19.8M +$66.7K +1,275 +0.3%
ODIJL
270
One Day In July LLC
Vermont
$19.8M +$710K +13,580 +4%
YIA
271
YHB Investment Advisors
Connecticut
$19.7M +$94.7K +1,810 +0.5%
Citigroup
272
Citigroup
New York
$19.6M +$180K +3,440 +0.9%
TCM
273
Twele Capital Management
Minnesota
$19.6M +$215K +4,110 +1%
HAS
274
Holland Advisory Services
Florida
$19.5M +$176K +3,375 +0.9%
ATC
275
Argent Trust Co
Tennessee
$19.5M +$4M +76,455 +26%
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