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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 %
SC
376
SouthState Corp
Florida
$508K -$14.2K -197 -3%
Renaissance Technologies
377
Renaissance Technologies
New York
$506K -$137K -1,900 -21%
PP
378
Prosperity Planning
Missouri
$503K -$2.75K -38 -0.5%
JIC
379
Johnson Investment Counsel
Ohio
$503K -$20.2K -279 -4%
LNC
380
Lincoln National Corp
Pennsylvania
$500K +$125K +1,735 +33%
PWA
381
Peterson Wealth Advisors
Utah
$500K +$1.66K +23 +0.3%
CFG
382
Citizens Financial Group
Rhode Island
$500K – – –
GEA
383
Glen Eagle Advisors
New Jersey
$496K -$3.61K -50 -0.7%
HIA
384
Harbor Investment Advisory
Maryland
$496K +$795 +11 +0.2%
SIC
385
Sigma Investment Counselors
Michigan
$491K – – –
FNBT
386
FineMark National Bank & Trust
Florida
$491K -$144K -2,000 -23%
AF
387
Alerus Financial
North Dakota
$490K – – –
Prudential Financial
388
Prudential Financial
New Jersey
$488K +$24.2K +335 +5%
PAM
389
Palisade Asset Management
Minnesota
$472K – – –
WSTAM
390
Wilbanks Smith & Thomas Asset Management
Virginia
$471K – – –
MAWCM
391
Mine & Arao Wealth Creation & Management
California
$470K – – –
LWCFA
392
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$469K -$26.8K -380 -5%
FPAS
393
Focus Partners Advisor Solutions
Missouri
$468K – – –
JF
394
JSF Financial
California
$468K -$12.5M -173,003 -96%
NSB
395
Norway Savings Bank
Maine
$467K +$467K +6,466 New
CIA
396
Capital Investment Advisors
Georgia
$461K +$461K +6,386 New
GIA
397
Gladstone Institutional Advisory
Florida
$460K -$13.4K -185 -3%
SWMP
398
Signature Wealth Management Partners
New Jersey
$455K – – –
LA
399
LexAurum Advisors
Kansas
$454K +$939 +13 +0.2%
CT
400
Columbia Trust
Oregon
$452K +$29.2K +404 +7%
14 15
16
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