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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 %
CA
176
Crewe Advisors
Utah
$34.6M +$1.21M +23,055 +4%
AWM
177
AE Wealth Management
Kansas
$34.5M +$2.79M +53,425 +9%
MFG
178
Magnus Financial Group
New York
$33.9M +$742K +14,190 +2%
GBT
179
Grove Bank & Trust
Florida
$33.6M +$1.04M +19,915 +3%
State of Wisconsin Investment Board
180
State of Wisconsin Investment Board
Wisconsin
$33.5M +$1.65M +31,600 +5%
VOYA Investment Management
181
VOYA Investment Management
Georgia
$33.4M +$5.39M +103,010 +19%
RIS
182
Retirement Income Solutions
Michigan
$33M +$768K +14,685 +2%
PGA
183
Portland Global Advisors
Maine
$32.9M +$1.45M +27,705 +5%
HG
184
Harbor Group
New Hampshire
$32.7M +$1.05M +20,025 +3%
TF
185
TimeScale Financial
Massachusetts
$32.3M +$53.3K +1,020 +0.2%
PI
186
PFS Investments
Georgia
$32.2M -$6.85M -131,035 -18%
NEPPG
187
New England Professional Planning Group
Rhode Island
$32M -$631K -12,060 -2%
SFS
188
Summit Financial Strategies
Ohio
$31.7M -$63K -1,205 -0.2%
Jane Street
189
Jane Street
New York
$31.6M +$31.6M +603,530 New
PWLP
190
Prio Wealth Limited Partnership
Massachusetts
$31.4M -$1.06M -20,250 -3%
CG
191
Colony Group
Massachusetts
$31.4M +$32.7K +625 +0.1%
CA
192
Clearstead Advisors
Ohio
$31.4M +$3.44M +65,780 +12%
NA
193
Nottingham Advisors
New York
$31.3M +$1.9M +36,410 +6%
JIC
194
Johnson Investment Counsel
Ohio
$31.1M +$45.2K +865 +0.1%
W
195
Wealthquest
Ohio
$31M -$1.1M -20,950 -3%
AWE
196
Avidian Wealth Enterprises
Texas
$30.9M -$1.69M -32,240 -5%
FNBT
197
FineMark National Bank & Trust
Florida
$30.6M +$2M +38,315 +7%
AF
198
Allworth Financial
California
$30.4M +$291K +5,570 +1%
FBB
199
Fulton Breakefield Broenniman
Maryland
$30.1M +$1.25M +23,955 +4%
SL
200
Salomon & Ludwin
Virginia
$29.8M -$200K -3,830 -0.7%
6 7
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