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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.

Holders
1,950
Holders Change
+46
Holders Change %
+2.42%
% of All Funds
30.76%
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
1
Northwestern Mutual Wealth Management
Wisconsin
$4.33B
2
HighTower Advisors
2
HighTower Advisors
Illinois
$334M
3
Cerity Partners
3
Cerity Partners
New York
$147M
4
Barclays
4
Barclays
United Kingdom
$73.2M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.05B

Top Sellers

1
US Bancorp
1
US Bancorp
Minnesota
$200M
2
CL
2
COWA LLC
Oklahoma
$2.85M
3
BlackRock
3
BlackRock
New York
$953M
4
HNB
4
Huntington National Bank
Ohio
$178M
5
Wells Fargo
5
Wells Fargo
California
$2.71B
Name Market Value Shares Shares
Change 		Shares
Change %
CAN
101
Cetera Advisor Networks
California
$60.8M 1,162,095 -124,065 -10%
OAM
102
Oppenheimer Asset Management
New York
$60.8M 1,161,670 -15,905 -1%
LRIA
103
Leonard Rickey Investment Advisors
Washington
$60.5M 1,157,550 +6,620 +0.6%
KA
104
Klingman & Associates
New York
$60.4M 1,155,435 +41,130 +4%
CCFCSB
105
Cape Cod Five Cents Savings Bank
Massachusetts
$60.3M 1,153,890 +27,150 +2%
KAS
106
Kestra Advisory Services
Texas
$59.4M 1,135,440 -148,545 -12%
TD Asset Management
107
TD Asset Management
Ontario, Canada
$58.5M 1,119,260 +3,500 +0.3%
TFO
108
Tarbox Family Office
California
$58.3M 1,115,410 +23,115 +2%
SAF
109
Smith Anglin Financial
Texas
$57.2M 1,093,810 +35,670 +3%
FSC
110
Full Sail Capital
Oklahoma
$56.9M 1,087,705 +51,365 +5%
MAM
111
Madison Asset Management
Wisconsin
$56.5M 1,081,085 -41,370 -4%
FIB
112
First Interstate Bank
Montana
$55.9M 1,068,695 -1,840 -0.2%
SFG
113
Sage Financial Group
Pennsylvania
$55.6M 1,063,160 +75,530 +8%
VA
114
Valmark Advisers
Ohio
$54.9M 1,049,080 -25,235 -2%
Bank of Nova Scotia
115
Bank of Nova Scotia
Ontario, Canada
$54.6M 1,043,865 -805 -0.1%
CAL
116
Capital Analysts LLC
Pennsylvania
$53.5M 1,023,800 +24,140 +2%
AWA
117
Alaska Wealth Advisors
Alaska
$53.4M 1,020,320 -16,415 -2%
SW
118
SVB Wealth
Massachusetts
$52.4M 1,002,005 -1,218,725 -55%
DWM
119
Destination Wealth Management
California
$52.4M 1,001,820 +11,665 +1%
JSW
120
Journey Strategic Wealth
New Jersey
$52.3M 1,000,035 -11,025 -1%
MA
121
MCF Advisors
Kentucky
$52.2M 997,830 +7,025 +0.7%
Mercer Global Advisors
122
Mercer Global Advisors
Colorado
$52.1M 996,950 -276,360 -22%
Thrivent Financial for Lutherans
123
Thrivent Financial for Lutherans
Minnesota
$52M 994,980 +524,590 +112%
AT
124
American Trust
Kentucky
$52M 994,220 +2,545 +0.3%
WTC
125
WhitTier Trust Company
Nevada
$51.5M 984,685 +66,245 +7%
3 4
5
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