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

730 hedge funds and large institutions have $5.09B invested in iShares S&P Mid-Cap 400 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 187 increasing their positions, 237 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
730
Holders Change
+5
Holders Change %
+0.69%
% of All Funds
11.64%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.38%
New
56
Increased
187
Reduced
237
Closed
39
Calls
$820K
Puts
$368K
Net Calls
+$452K
Net Calls Change
-$231K

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$16.4M
2
Comerica Bank
Comerica Bank
Texas
+$15.7M
3
Ameriprise
Ameriprise
Minnesota
+$13.9M
4
MMEA
Main Management ETF Advisors
California
+$9.45M
5
AWM
Apollon Wealth Management
South Carolina
+$9.43M

Top Sellers

1
WIA
World Investment Advisors
California
-$21.8M
2
LPL Financial
LPL Financial
California
-$15.2M
3
Lido Advisors
Lido Advisors
California
-$12.9M
4
JF
JSF Financial
California
-$12.5M
5
Wells Fargo
Wells Fargo
California
-$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAG
226
Crestwood Advisors Group
Massachusetts
$1.3M -$20.2K -280 -2%
WANY
227
Wealthspire Advisors (New York)
New York
$1.29M +$112K +1,552 +9%
GT
228
Glenmede Trust
Pennsylvania
$1.29M +$57.4K +795 +5%
UBV
229
United Bank (Virginia)
Virginia
$1.29M – – –
FFA
230
Farther Finance Advisors
California
$1.28M +$1.28M +17,655 +33,952%
JWCA
231
J.W. Cole Advisors
Florida
$1.27M +$188K +2,596 +17%
AFG
232
Allegheny Financial Group
Pennsylvania
$1.26M +$376K +5,198 +42%
IAIM
233
International Assets Investment Management
Florida
$1.25M +$53K +735 +4%
NAM
234
NTV Asset Management
West Virginia
$1.24M -$57.8K -800 -4%
IWM
235
IHT Wealth Management
Illinois
$1.23M +$289 +4 +0%
TCOV
236
Trust Company of Vermont
Vermont
$1.23M – – –
Thrivent Financial for Lutherans
237
Thrivent Financial for Lutherans
Minnesota
$1.22M +$1.22M +16,852 New
HCA
238
Heck Capital Advisors
Wisconsin
$1.21M +$405K +5,612 +50%
AHC
239
Anderson Hoagland & Co
Missouri
$1.2M – – –
GRP
240
Global Retirement Partners
California
$1.19M -$914K -12,932 -43%
MPWT
241
MassMutual Private Wealth & Trust
Connecticut
$1.17M +$25.9K +358 +2%
PTC
242
Private Trust Company
Ohio
$1.16M -$87.5K -1,211 -7%
SFG
243
StrategIQ Financial Group
Indiana
$1.15M -$47.7K -660 -4%
EIP
244
Ellis Investment Partners
Pennsylvania
$1.15M – – –
TC
245
TAGStone Capital
North Carolina
$1.15M -$42.1K -581 -4%
KA
246
Kozak & Associates
Colorado
$1.14M -$20.7K -290 -2%
NFG
247
Nations Financial Group
Iowa
$1.13M -$13.1K -182 -1%
ANTB
248
AMG National Trust Bank
Colorado
$1.13M – – –
Citigroup
249
Citigroup
New York
$1.13M +$22.8K +315 +2%
MA
250
MONECO Advisors
Connecticut
$1.12M +$3.4K +47 +0.3%
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