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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 %
HCA
301
Harbour Capital Advisors
Virginia
$765K – – –
HWA
302
Heartwood Wealth Advisors
Virginia
$758K – – –
FA
303
Fiduciary Alliance
South Carolina
$755K +$675 +9 +0.1%
BP
304
Ballentine Partners
Massachusetts
$748K – – –
HF
305
HRT Financial
New York
$738K +$738K +9,852 New
TF
306
TIAA FSB
Florida
$736K -$3.3K -44 -0.4%
AAS
307
Ameritas Advisory Services
Nebraska
$733K +$42.5K +572 +6%
Citadel Advisors
308
Citadel Advisors
Florida
$726K +$297K +3,956 +69%
AWM
309
Avior Wealth Management
Nebraska
$719K +$47.6K +635 +7%
SAG
310
SageView Advisory Group
California
$710K -$30.7K -410 -4%
CHC
311
City Holding Co
West Virginia
$709K – – –
FCBT
312
First Citizens Bank & Trust
North Carolina
$703K -$77.1K -1,028 -10%
CA
313
Cetera Advisors
Colorado
$701K -$129K -1,725 -16%
MBT
314
Montecito Bank & Trust
California
$690K -$3.75K -50 -0.5%
WF
315
Welch & Forbes
Massachusetts
$689K -$27.8K -370 -4%
PSF
316
Pacific Sun Financial
California
$687K +$687K +9,613 New
PCMC
317
Private Capital Management (Colorado)
Colorado
$682K – – –
FA
318
Financial Alternatives
California
$681K -$105K -1,400 -13%
RDFA
319
Ritter Daniher Financial Advisory
Ohio
$678K – – –
GAM
320
Griffin Asset Management
New York
$676K -$12.9K -172 -2%
LWA
321
LWS Wealth Advisors
New Jersey
$674K +$15.2K +203 +2%
PPW
322
Parcion Private Wealth
Washington
$674K – – –
TI
323
Truepoint Inc
Ohio
$674K +$18.1K +242 +3%
VVP
324
Venture Visionary Partners
Ohio
$672K – – –
CI
325
CX Institutional
Indiana
$671K +$18.4K +245 +3%
11 12
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