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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 %
HH
276
HWG Holdings
Texas
$949K +$928K +12,843 +4,398%
FB
277
Fulton Bank
Pennsylvania
$947K – – –
NWMG
278
National Wealth Management Group
Ohio
$943K +$123K +1,706 +15%
CCB
279
Country Club Bank
Missouri
$931K -$1.09K -15 -0.1%
KWM
280
Kingsview Wealth Management
Oregon
$923K +$89.4K +1,238 +11%
Kayne Anderson Rudnick Investment Management
281
Kayne Anderson Rudnick Investment Management
California
$906K – – –
PCA
282
Pallas Capital Advisors
Massachusetts
$904K – – –
DIA
283
Dana Investment Advisors
Wisconsin
$900K +$18.6K +257 +2%
AL
284
ACAS LLC
California
$897K +$147K +2,038 +20%
FRA
285
Front Row Advisors
California
$891K -$14.1K -195 -2%
RA
286
Ruggaard & Associates
Ohio
$887K -$10.7K -148 -1%
MIA
287
MainStreet Investment Advisors
Illinois
$884K +$106K +1,466 +14%
SCM
288
SOL Capital Management
Maryland
$883K -$153K -2,120 -15%
RWM
289
RKL Wealth Management
Pennsylvania
$876K -$80K -1,108 -8%
CWAG
290
Compton Wealth Advisory Group
Virginia
$876K – – –
LWANC
291
Laurel Wealth Advisors (North Carolina)
North Carolina
$875K – – –
Brown Advisory
292
Brown Advisory
Maryland
$861K -$13.9K -192 -2%
BSB
293
Bangor Savings Bank
Maine
$859K – – –
CB
294
Cadence Bank
Mississippi
$849K -$14.4K -200 -2%
GL
295
Graypoint LLC
New York
$849K – – –
KFS
296
Kurt F. Somerville
$839K – – –
CAG
297
Curtis Advisory Group
California
$838K +$260K +3,599 +45%
Carson Wealth (CWM LLC)
298
Carson Wealth (CWM LLC)
Nebraska
$838K +$18.6K +258 +2%
SF
299
Synovus Financial
Georgia
$831K -$42.9K -593 -5%
SFG
300
Sather Financial Group
Texas
$821K – – –
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