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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 %
PIAS
251
PCA Investment Advisory Services
Ohio
$1.03M -$136K -1,815 -12%
NA
252
NewEdge Advisors
Louisiana
$1.03M -$68.4K -912 -6%
PCA
253
Pallas Capital Advisors
Massachusetts
$1.02M – – –
BFA
254
Bragg Financial Advisors
North Carolina
$1.02M -$6.98K -93 -0.7%
AllianceBernstein
255
AllianceBernstein
Tennessee
$1.02M +$588K +7,838 +136%
IAA
256
Independent Advisor Alliance
North Carolina
$1.02M +$262K +3,498 +35%
VC
257
Vicus Capital
Pennsylvania
$1.02M -$67.9K -906 -6%
WMWM
258
Whitaker-Myers Wealth Managers
Ohio
$999K -$4.95K -66 -0.5%
MAM
259
MMA Asset Management
Pennsylvania
$999K +$83K +1,106 +9%
RWM
260
RKL Wealth Management
Pennsylvania
$993K -$18.8K -251 -2%
FB
261
Fulton Bank
Pennsylvania
$983K – – –
HCC
262
Hirtle Callaghan & Co
Pennsylvania
$969K +$969K +12,920 New
CCB
263
Country Club Bank
Missouri
$955K -$484K -6,507 -34%
Kayne Anderson Rudnick Investment Management
264
Kayne Anderson Rudnick Investment Management
California
$941K – – –
AWM
265
Apollon Wealth Management
South Carolina
$938K +$75 +1 +0%
FRA
266
Front Row Advisors
California
$936K -$7.5K -100 -0.8%
RA
267
Ruggaard & Associates
Ohio
$932K – – –
AFG
268
Allegheny Financial Group
Pennsylvania
$922K -$362K -4,830 -28%
DIA
269
Dana Investment Advisors
Wisconsin
$915K -$6.15K -82 -0.7%
CWAG
270
Compton Wealth Advisory Group
Virginia
$910K -$89.3K -1,191 -9%
LWANC
271
Laurel Wealth Advisors (North Carolina)
North Carolina
$909K +$4.65K +62 +0.5%
Brown Advisory
272
Brown Advisory
Maryland
$908K +$75 +1 +0%
SF
273
Synovus Financial
Georgia
$907K +$15.1K +202 +2%
CG
274
Corundum Group
Colorado
$899K -$29.3K -391 -3%
CB
275
Cadence Bank
Mississippi
$896K -$61.2K -816 -6%
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