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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 %
SG
251
Somerset Group
Minnesota
$1.11M -$49K -678 -4%
VCA
252
Verdence Capital Advisors
Maryland
$1.1M – – –
CW
253
CreativeOne Wealth
Kansas
$1.1M +$30.4K +420 +3%
NA
254
NewEdge Advisors
Louisiana
$1.08M +$89.4K +1,238 +9%
MA
255
Mutual Advisors
Nebraska
$1.07M +$335K +4,639 +45%
WMWM
256
Whitaker-Myers Wealth Managers
Ohio
$1.07M +$103K +1,421 +11%
CHA
257
Carmichael Hill & Associates
Maryland
$1.06M – – –
TFF
258
The Family Firm
Maryland
$1.06M -$9.39K -130 -0.9%
SI
259
Stephens Inc
Arkansas
$1.05M -$38.4K -531 -4%
PG
260
Patten Group
Tennessee
$1.05M -$5.27K -73 -0.5%
STA
261
Summit Trail Advisors
New York
$1.04M -$380K -5,235 -27%
AIP
262
Ameritas Investment Partners
Nebraska
$1.04M -$41.9K -580 -4%
APWM
263
Atlas Private Wealth Management
New York
$1.02M +$6.43K +89 +0.6%
LIA
264
LBMC Investment Advisors
Tennessee
$1.02M +$986 +14 +0.1%
RWA
265
River Wealth Advisors
Pennsylvania
$1.02M +$7.95K +110 +0.8%
WP
266
WealthShield Partners
North Carolina
$1.02M -$52.9K -729 -5%
WT
267
Whittier Trust
California
$1.01M -$14.4K -200 -1%
IAA
268
Independent Advisor Alliance
North Carolina
$1.01M +$24.7K +342 +3%
VC
269
Vicus Capital
Pennsylvania
$998K +$18.9K +261 +2%
PAI
270
Pittenger & Anderson Inc
Nebraska
$997K – – –
OIA
271
OneDigital Investment Advisors
Kansas
$988K +$219K +3,037 +29%
CI
272
CX Institutional
Indiana
$982K +$336K +4,650 +52%
BFA
273
Bragg Financial Advisors
North Carolina
$976K -$7.51K -104 -0.8%
AllianceBernstein
274
AllianceBernstein
Tennessee
$961K -$23K -319 -2%
PIAS
275
PCA Investment Advisory Services
Ohio
$957K -$39.7K -550 -4%
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