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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 %
MGIA
351
Matthew Goff Investment Advisor
Texas
$578K +$578K +2,886 New
AIM
352
Allen Investment Management
New York
$567K – – –
Empower Advisory Group
353
Empower Advisory Group
Colorado
$564K – – –
CWM
354
Cahaba Wealth Management
Georgia
$563K +$675 +9 +0.1%
CA
355
CoreCap Advisors
Michigan
$560K +$560K +7,472 New
PMG
356
Private Management Group
California
$553K +$6.08K +81 +1%
LPT
357
Legacy Private Trust
Wisconsin
$552K – – –
YIH
358
Y-Intercept (HK)
Hong Kong
$544K +$544K +7,252 New
JIC
359
Johnson Investment Counsel
Ohio
$543K -$22.9K -305 -4%
WTC
360
WhitTier Trust Company
Nevada
$543K -$22.5K -300 -4%
SC
361
SouthState Corp
Florida
$542K -$2.03K -27 -0.4%
HIS
362
Harvest Investment Services
Illinois
$537K +$537K +7,158 New
HP
363
Hyperion Partners
Pennsylvania
$535K +$825 +11 +0.2%
VC
364
Veracity Capital
Georgia
$531K – – –
WP
365
WMS Partners
Maryland
$530K – – –
OPWM
366
Oxinas Partners Wealth Management
Indiana
$529K -$28.1K -374 -5%
LWCFA
367
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$527K -$12.8K -170 -2%
FFN
368
Focus Financial Network
Minnesota
$526K -$1.43K -19 -0.3%
PP
369
Prosperity Planning
Missouri
$525K +$750 +10 +0.1%
PFP
370
Pinnacle Financial Partners
Tennessee
$522K -$78.7K -1,049 -13%
GEA
371
Glen Eagle Advisors
New Jersey
$519K -$10.4K -139 -2%
PWA
372
Peterson Wealth Advisors
Utah
$518K -$6.54K -87 -1%
CFG
373
Citizens Financial Group
Rhode Island
$517K +$825 +11 +0.2%
HIA
374
Harbor Investment Advisory
Maryland
$514K +$6.6K +88 +1%
SIC
375
Sigma Investment Counselors
Michigan
$510K +$300 +4 +0.1%
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15
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