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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 %
CGA
301
Crescent Grove Advisors
Illinois
$716K – – –
BP
302
Ballentine Partners
Massachusetts
$713K – – –
SAG
303
SageView Advisory Group
California
$706K +$38.4K +537 +6%
TF
304
TIAA FSB
Florida
$705K +$99.2K +1,387 +16%
WF
305
Welch & Forbes
Massachusetts
$683K – – –
AC
306
AWM Capital
Arizona
$676K – – –
CHC
307
City Holding Co
West Virginia
$676K +$78.7K +1,100 +13%
AAS
308
Ameritas Advisory Services
Nebraska
$665K +$94.5K +1,321 +17%
MBT
309
Montecito Bank & Trust
California
$662K – – –
GAM
310
Griffin Asset Management
New York
$657K +$72.1K +1,008 +12%
PCMC
311
Private Capital Management (Colorado)
Colorado
$650K – – –
RDFA
312
Ritter Daniher Financial Advisory
Ohio
$646K -$54.9K -768 -8%
EWA
313
EP Wealth Advisors
California
$645K -$5.02M -48,851 -89%
FNBT
314
FineMark National Bank & Trust
Florida
$644K -$88.2K -1,233 -12%
PPW
315
Parcion Private Wealth
Washington
$642K – – –
VVP
316
Venture Visionary Partners
Ohio
$641K +$72 +1 +0%
AWM
317
Avior Wealth Management
Nebraska
$640K +$215 +3 +0%
TTWM
318
TCV Trust & Wealth Management
Virginia
$639K – – –
OWA
319
Outlook Wealth Advisors
Texas
$636K – – –
BPA
320
Beacon Pointe Advisors
California
$633K +$47.1K +659 +8%
LWA
321
LWS Wealth Advisors
New Jersey
$628K -$30.6K -428 -5%
TI
322
Truepoint Inc
Ohio
$625K +$572 +8 +0.1%
CI
323
CX Institutional
Indiana
$624K +$228K +3,181 +58%
HSWM
324
Hubbell Strickland Wealth Management
Louisiana
$618K -$4.65K -65 -0.7%
LFAS
325
Level Four Advisory Services
Texas
$613K +$50.1K +700 +9%
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