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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 %
NF
326
Norwood Financial
Pennsylvania
$608K -$13.2K -185 -2%
BSW
327
Buckingham Strategic Wealth
Missouri
$603K – – –
KTC
328
Kistler-Tiffany Companies
Pennsylvania
$593K +$65.4K +915 +12%
GCM
329
Gables Capital Management
Florida
$573K – – –
PFP
330
Pinnacle Financial Partners
Tennessee
$572K -$392K -5,484 -41%
CAG
331
Curtis Advisory Group
California
$572K +$11.4K +160 +2%
LPIC
332
LeJeune Puetz Investment Counsel
Michigan
$572K – – –
KFI
333
Key Financial Inc
Pennsylvania
$571K +$28.7K +402 +5%
SW
334
SlateStone Wealth
Florida
$571K -$146K -2,045 -20%
OC
335
Oakworth Capital
Alabama
$567K – – –
MMHP
336
Murphy Middleton Hinkle & Parker
Georgia
$566K +$429 +6 +0.1%
AAG
337
Armstrong Advisory Group
Massachusetts
$561K +$2.15K +30 +0.4%
OWA
338
Octavia Wealth Advisors
Ohio
$558K +$72 +1 +0%
BAM
339
Belpointe Asset Management
Nevada
$556K -$73.9K -1,033 -12%
CPIG
340
Chicago Partners Investment Group
Illinois
$545K +$2.51K +35 +0.5%
PCIA
341
Prime Capital Investment Advisors
Kansas
$543K -$116K -1,624 -18%
AIM
342
Allen Investment Management
New York
$540K – – –
JIC
343
Johnson Investment Counsel
Ohio
$539K -$14.3K -200 -3%
Empower Advisory Group
344
Empower Advisory Group
Colorado
$539K +$539K +7,517 New
WTC
345
WhitTier Trust Company
Nevada
$539K -$34.1K -477 -6%
CWM
346
Cahaba Wealth Management
Georgia
$536K +$787 +11 +0.1%
NSB
347
Norway Savings Bank
Maine
$532K -$52K -727 -9%
OPWM
348
Oxinas Partners Wealth Management
Indiana
$531K +$531K +7,427 New
LPT
349
Legacy Private Trust
Wisconsin
$526K – – –
WG
350
Watchman Group
Texas
$526K +$84.7K +1,185 +19%
12 13
14
15 16