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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 %
TTWM
326
TCV Trust & Wealth Management
Virginia
$670K – – –
Renaissance Technologies
327
Renaissance Technologies
New York
$668K +$668K +8,900 New
OWA
328
Outlook Wealth Advisors
Texas
$667K – – –
FNBOSM
329
First National Bank of South Miami
Florida
$660K -$182K -2,430 -22%
FNBT
330
FineMark National Bank & Trust
Florida
$660K -$15.8K -210 -2%
KFP
331
KMG Fiduciary Partners
Ohio
$659K +$659K +8,789 New
HSWM
332
Hubbell Strickland Wealth Management
Louisiana
$649K +$825 +11 +0.1%
OWA
333
Octavia Wealth Advisors
Ohio
$643K +$57.5K +767 +10%
BSW
334
Buckingham Strategic Wealth
Missouri
$643K -$19.4K -258 -3%
KFI
335
Key Financial Inc
Pennsylvania
$639K +$40K +533 +7%
BCG
336
Breakwater Capital Group
New Jersey
$638K +$115K +1,527 +22%
NF
337
Norwood Financial
Pennsylvania
$625K -$12.8K -170 -2%
LFAS
338
Level Four Advisory Services
Texas
$624K -$18.7K -249 -3%
RWP
339
RWA Wealth Partners
Massachusetts
$624K +$624K +8,323 New
CGA
340
Crescent Grove Advisors
Illinois
$623K -$128K -1,701 -17%
BPA
341
Beacon Pointe Advisors
California
$618K -$45.1K -601 -7%
KTC
342
Kistler-Tiffany Companies
Pennsylvania
$614K -$7.8K -104 -1%
AC
343
AWM Capital
Arizona
$610K -$98.7K -1,316 -14%
GCM
344
Gables Capital Management
Florida
$601K – – –
CAG
345
Curtis Advisory Group
California
$600K -$75 -1 -0%
MMHP
346
Murphy Middleton Hinkle & Parker
Georgia
$594K +$375 +5 +0.1%
AAG
347
Armstrong Advisory Group
Massachusetts
$589K – – –
CPIG
348
Chicago Partners Investment Group
Illinois
$587K +$2.53K +33 +0.4%
IA
349
IFP Advisors
Florida
$582K -$198K -2,637 -25%
OC
350
Oakworth Capital
Alabama
$582K -$12.3K -164 -2%
12 13
14
15 16