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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 %
CS
301
Credit Suisse
Switzerland
$812K +$812K +11,244 New
MWM
302
Marietta Wealth Management
Georgia
$811K – – –
CAL
303
Capital Analysts LLC
Pennsylvania
$809K – – –
FA
304
Fiduciary Alliance
South Carolina
$804K +$76.5K +1,059 +11%
PCIA
305
Prime Capital Investment Advisors
Kansas
$801K +$33.1K +458 +4%
PWM
306
Perigon Wealth Management
California
$800K -$51.7K -715 -6%
DP
307
Dearborn Partners
Illinois
$782K -$69K -955 -8%
Vanguard Group
308
Vanguard Group
Pennsylvania
$779K -$1.88K -26 -0.2%
MIC
309
Meridian Investment Counsel
California
$769K – – –
BlackRock
310
BlackRock
New York
$761K -$18K -249 -2%
CG
311
Colony Group
Massachusetts
$752K -$50.6K -700 -6%
AAS
312
Ameritas Advisory Services
Nebraska
$738K +$33.2K +464 +5%
HCA
313
Harbour Capital Advisors
Virginia
$735K – – –
HWA
314
Heartwood Wealth Advisors
Virginia
$730K – – –
BP
315
Ballentine Partners
Massachusetts
$721K – – –
CHC
316
City Holding Co
West Virginia
$719K +$36.1K +500 +5%
TIAA Trust, National Association
317
TIAA Trust, National Association
North Carolina
$708K +$708K +9,798 New
CA
318
Cetera Advisors
Colorado
$700K +$25.7K +356 +4%
CAM
319
Congress Asset Management
Massachusetts
$700K +$468K +6,473 +201%
BOPW
320
Brandywine Oak Private Wealth
Pennsylvania
$693K -$99.5K -1,378 -13%
SAG
321
SageView Advisory Group
California
$670K -$13.5K -187 -2%
AWM
322
Avior Wealth Management
Nebraska
$669K -$23.5K -325 -3%
PSF
323
Pacific Sun Financial
California
$668K -$26.4K -365 -4%
WF
324
Welch & Forbes
Massachusetts
$664K – – –
BPA
325
Beacon Pointe Advisors
California
$662K +$66.3K +918 +11%
11 12
13
14 15