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iShares S&P Mid-Cap 400 Growth ETF
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Overview Fund Activity

725 hedge funds and large institutions have $5.23B invested in iShares S&P Mid-Cap 400 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 211 increasing their positions, 227 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
725
Holders Change
+9
Holders Change %
+1.26%
% of All Funds
11.43%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.36%
New
57
Increased
211
Reduced
227
Closed
42
Calls
$1.07M
Puts
$390K
Net Calls
+$683K
Net Calls Change
+$790K

Top Buyers

1
SAF
Smith Anglin Financial
Texas
+$37.3M
2
Cerity Partners
Cerity Partners
New York
+$28.9M
3
LPL Financial
LPL Financial
California
+$21.9M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$20.6M
5
MMEA
Main Management ETF Advisors
California
+$11.4M

Top Sellers

1
TWM
Tanglewood Wealth Management
Texas
-$34M
2
Wells Fargo
Wells Fargo
California
-$31.9M
3
Bank of America
Bank of America
North Carolina
-$27.7M
4
WSFS
Wilmington Savings Fund Society
Delaware
-$24.3M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$23.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG
226
Somerset Group
Minnesota
$1.2M +$26.7K +356 +2%
EIP
227
Ellis Investment Partners
Pennsylvania
$1.2M +$1.13K +15 +0.1%
MPWT
228
MassMutual Private Wealth & Trust
Connecticut
$1.19M -$147K -1,955 -11%
NFG
229
Nations Financial Group
Iowa
$1.19M -$3.98K -53 -0.3%
ANTB
230
AMG National Trust Bank
Colorado
$1.17M -$60K -800 -5%
MA
231
MONECO Advisors
Connecticut
$1.16M -$5.1K -68 -0.4%
TPCW
232
TD Private Client Wealth
New York
$1.16M -$75.9K -1,012 -6%
Citigroup
233
Citigroup
New York
$1.15M -$72.1K -961 -6%
VCA
234
Verdence Capital Advisors
Maryland
$1.14M +$75 +1 +0%
SI
235
Stephens Inc
Arkansas
$1.13M -$78.9K -1,052 -7%
TA
236
Tactive Advisors
Florida
$1.13M +$1.13M +15,012 New
AIP
237
Ameritas Investment Partners
Nebraska
$1.12M -$11.3K -150 -1%
JWCA
238
J.W. Cole Advisors
Florida
$1.12M -$32.6K -435 -3%
TFF
239
The Family Firm
Maryland
$1.11M -$21.5K -286 -2%
WP
240
WealthShield Partners
North Carolina
$1.11M +$6.98K +93 +0.6%
CW
241
CreativeOne Wealth
Kansas
$1.11M +$114K +1,523 +12%
CHA
242
Carmichael Hill & Associates
Maryland
$1.1M -$225 -3 -0%
PG
243
Patten Group
Tennessee
$1.1M +$121K +1,612 +12%
BCM
244
Brookstone Capital Management
Illinois
$1.1M +$561K +7,545 +105%
LIA
245
LBMC Investment Advisors
Tennessee
$1.09M +$675 +9 +0.1%
SCM
246
SOL Capital Management
Maryland
$1.08M +$39.8K +530 +4%
WT
247
Whittier Trust
California
$1.06M +$225 +3 +0%
APWM
248
Atlas Private Wealth Management
New York
$1.05M +$60.8K +811 +6%
RWA
249
River Wealth Advisors
Pennsylvania
$1.05M – – –
PAI
250
Pittenger & Anderson Inc
Nebraska
$1.04M – – –
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