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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
$4.33B
2
HighTower Advisors
HighTower Advisors
Illinois
$334M
3
Cerity Partners
Cerity Partners
New York
$147M
4
Barclays
Barclays
United Kingdom
$73.2M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.05B

Top Sellers

1
US Bancorp
US Bancorp
Minnesota
$200M
2
CL
COWA LLC
Oklahoma
$2.85M
3
BlackRock
BlackRock
New York
$953M
4
HNB
Huntington National Bank
Ohio
$178M
5
Wells Fargo
Wells Fargo
California
$2.71B
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
126
First Horizon Advisors
Tennessee
$51M -$303K -5,785 -0.6%
CCWA
127
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$50.4M +$23.5K +450 +0%
GIM
128
Goelzer Investment Management
Indiana
$49.9M +$643K +12,290 +1%
AF
129
Arrow Financial
New York
$49.4M +$1.07M +20,420 +2%
SWP
130
Stratos Wealth Partners
Ohio
$48.9M +$3.41M +65,185 +7%
WI
131
Wintrust Investments
Illinois
$48.3M +$264K +5,050 +0.5%
JFA
132
JNBA Financial Advisors
Minnesota
$48.2M +$1.84M +35,110 +4%
MWM
133
Modera Wealth Management
New Jersey
$47.5M +$18M +343,955 +61%
BP
134
Ballentine Partners
Massachusetts
$47.3M +$107K +2,050 +0.2%
BSB
135
Bangor Savings Bank
Maine
$47.2M +$132K +2,520 +0.3%
AI
136
Accredited Investors
Minnesota
$47.1M -$299K -5,720 -0.6%
IWC
137
Integrated Wealth Concepts
Massachusetts
$46.4M +$12.4M +237,765 +37%
PAG
138
Private Advisor Group
New Jersey
$46.1M +$107K +2,025 +0.2%
TAIM
139
TD Ameritrade Investment Management
Nebraska
$46.1M -$2.54M -48,510 -5%
CPIG
140
Chicago Partners Investment Group
Illinois
$45.8M +$2.82M +52,405 +7%
RWM
141
RKL Wealth Management
Pennsylvania
$45.6M +$1.67M +31,890 +4%
MGIA
142
Moneta Group Investment Advisors
Missouri
$44.3M +$5.01M +95,875 +13%
HSBC Holdings
143
HSBC Holdings
United Kingdom
$44.3M -$446K -8,530 -1%
AA
144
ALPS Advisors
Colorado
$44M +$143K +2,725 +0.3%
EH
145
Equitable Holdings
New York
$43.1M +$4.26M +81,420 +11%
BOS
146
Bank of Stockton
California
$43M -$2.34M -44,730 -5%
OIA
147
OneDigital Investment Advisors
Kansas
$43M -$259K -4,955 -0.6%
CA
148
Cetera Advisors
Colorado
$42.9M -$613K -11,715 -1%
HI
149
Horizon Investments
North Carolina
$42.5M -$41.7M -796,880 -49%
RWB
150
RMR Wealth Builders
New Jersey
$42.4M +$2.15M +41,175 +5%
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