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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 %
BSB
276
Bangor Savings Bank
Maine
$892K – – –
PWM
277
Perigon Wealth Management
California
$884K -$28.4K -379 -3%
DP
278
Dearborn Partners
Illinois
$883K -$15K -200 -2%
GL
279
Graypoint LLC
New York
$881K -$7.5K -100 -0.8%
KFS
280
Kurt F. Somerville
$872K – – –
NWMG
281
National Wealth Management Group
Ohio
$869K +$869K +11,347 New
KWM
282
Kingsview Wealth Management
Oregon
$865K +$4.2K +56 +0.5%
TRCT
283
Tower Research Capital (TRC)
New York
$865K +$638K +8,509 +282%
SFG
284
Sather Financial Group
Texas
$852K – – –
Carson Wealth (CWM LLC)
285
Carson Wealth (CWM LLC)
Nebraska
$851K +$84.7K +1,129 +11%
AWA
286
Arkadios Wealth Advisors
Georgia
$845K +$31.7K +422 +4%
MWM
287
Marietta Wealth Management
Georgia
$842K – – –
CAL
288
Capital Analysts LLC
Pennsylvania
$840K – – –
HCA
289
Heck Capital Advisors
Wisconsin
$836K -$425K -5,661 -34%
CG
290
Colony Group
Massachusetts
$833K -$13.3K -177 -2%
BOPW
291
Brandywine Oak Private Wealth
Pennsylvania
$823K – – –
Vanguard Group
292
Vanguard Group
Pennsylvania
$810K -$525 -7 -0.1%
BlackRock
293
BlackRock
New York
$809K -$311K -4,153 -28%
MIA
294
MainStreet Investment Advisors
Illinois
$808K -$147K -1,955 -15%
MIC
295
Meridian Investment Counsel
California
$798K – – –
OIA
296
OneDigital Investment Advisors
Kansas
$798K -$1.43K -19 -0.2%
PCIA
297
Prime Capital Investment Advisors
Kansas
$797K +$228K +3,036 +40%
AL
298
ACAS LLC
California
$779K -$15.8K -211 -2%
BWA
299
BDO Wealth Advisors
Florida
$773K +$225 +3 +0%
MA
300
Mutual Advisors
Nebraska
$765K -$2.72M -36,330 -78%
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