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

716 hedge funds and large institutions have $4.93B invested in iShares S&P Mid-Cap 400 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 211 increasing their positions, 228 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
716
Holders Change
+23
Holders Change %
+3.32%
% of All Funds
11.46%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.35%
New
77
Increased
211
Reduced
228
Closed
36
Calls
$136K
Puts
$243K
Net Calls
-$107K
Net Calls Change
-$285K

Top Buyers

1
MMEA
Main Management ETF Advisors
California
+$55.3M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$23.9M
3
WIA
World Investment Advisors
California
+$22.2M
4
SC
Savant Capital
Illinois
+$20.6M
5
IWC
Integrated Wealth Concepts
Massachusetts
+$11.6M

Top Sellers

1
TA
Tiedemann Advisors
New York
-$43.5M
2
HighTower Advisors
HighTower Advisors
Illinois
-$23.7M
3
Bank of America
Bank of America
North Carolina
-$21.4M
4
Wells Fargo
Wells Fargo
California
-$21M
5
CCWM
Cassaday & Co Wealth Management
Virginia
-$11.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
APWM
251
Atlas Private Wealth Management
New York
$946K -$76.4K -1,068 -7%
CW
252
CreativeOne Wealth
Kansas
$945K +$73K +1,020 +8%
IWM
253
IHT Wealth Management
Illinois
$944K -$10.6K -148 -1%
FB
254
Fulton Bank
Pennsylvania
$938K – – –
PG
255
Patten Group
Tennessee
$931K – – –
Cerity Partners
256
Cerity Partners
New York
$924K +$4.91K +69 +0.5%
CB
257
Cadence Bank
Mississippi
$913K – – –
MIA
258
MainStreet Investment Advisors
Illinois
$910K +$470K +6,566 +107%
FRA
259
Front Row Advisors
California
$900K -$25.5K -357 -3%
Kayne Anderson Rudnick Investment Management
260
Kayne Anderson Rudnick Investment Management
California
$897K -$186K -2,598 -17%
AWM
261
Apollon Wealth Management
South Carolina
$894K -$10.7K -150 -1%
RA
262
Ruggaard & Associates
Ohio
$888K +$888K +12,420 New
CG
263
Corundum Group
Colorado
$885K -$71.5K -1,000 -7%
BCI
264
Brinker Capital Investments
Pennsylvania
$884K +$884K +12,365 New
OPS
265
Orion Portfolio Solutions
Nebraska
$884K +$884K +12,365 New
DIA
266
Dana Investment Advisors
Wisconsin
$878K +$104K +1,461 +14%
MAM
267
MMA Asset Management
Pennsylvania
$873K +$335K +4,690 +62%
PWM
268
Perigon Wealth Management
California
$870K -$1.57K -22 -0.2%
Brown Advisory
269
Brown Advisory
Maryland
$866K +$12.9K +180 +2%
LWANC
270
Laurel Wealth Advisors (North Carolina)
North Carolina
$862K +$34.8K +487 +4%
DP
271
Dearborn Partners
Illinois
$856K -$14.2K -198 -2%
SF
272
Synovus Financial
Georgia
$850K -$72.1K -1,008 -8%
BSB
273
Bangor Savings Bank
Maine
$850K – – –
GL
274
Graypoint LLC
New York
$847K -$2.15K -30 -0.3%
KFS
275
Kurt F. Somerville
$831K – – –
9 10
11
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