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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 %
OWA
326
Octavia Wealth Advisors
Ohio
$660K +$38.1K +525 +6%
FA
327
Financial Alternatives
California
$656K – – –
MBT
328
Montecito Bank & Trust
California
$653K -$11.6K -160 -2%
TI
329
Truepoint Inc
Ohio
$649K +$722 +10 +0.1%
PPW
330
Parcion Private Wealth
Washington
$649K – – –
VVP
331
Venture Visionary Partners
Ohio
$648K – – –
TRCT
332
Tower Research Capital (TRC)
New York
$647K -$186K -2,570 -22%
TTWM
333
TCV Trust & Wealth Management
Virginia
$646K – – –
BCG
334
Breakwater Capital Group
New Jersey
$645K +$55.9K +807 +9%
OWA
335
Outlook Wealth Advisors
Texas
$642K – – –
HIM
336
Hanlon Investment Management
New Jersey
$640K +$640K +8,863 New
LWA
337
LWS Wealth Advisors
New Jersey
$638K -$11.3K -156 -2%
CG
338
Corundum Group
Colorado
$636K -$230K -3,180 -27%
UCB
339
United Community Bank
South Carolina
$636K +$636K +8,802 New
KFP
340
KMG Fiduciary Partners
Ohio
$635K – – –
SAM
341
Sawgrass Asset Management
Florida
$630K +$289K +4,000 +85%
GAM
342
Griffin Asset Management
New York
$629K -$21.4K -296 -3%
HSWM
343
Hubbell Strickland Wealth Management
Louisiana
$625K – – –
RDFA
344
Ritter Daniher Financial Advisory
Ohio
$624K -$28.6K -396 -4%
FCBT
345
First Citizens Bank & Trust
North Carolina
$612K -$65.2K -903 -10%
BSW
346
Buckingham Strategic Wealth
Missouri
$609K -$10.1K -140 -2%
CGA
347
Crescent Grove Advisors
Illinois
$602K – – –
NF
348
Norwood Financial
Pennsylvania
$602K – – –
RWP
349
RWA Wealth Partners
Massachusetts
$601K – – –
LFAS
350
Level Four Advisory Services
Texas
$598K -$3.18K -44 -0.5%
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