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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 %
DA
401
Doliver Advisors
Texas
$397K +$397K +5,547 New
Prudential Financial
402
Prudential Financial
New Jersey
$393K +$158K +2,458 +68%
SIM
403
Stratos Investment Management
Ohio
$391K +$787 +11 +0.2%
MCM
404
Mainstay Capital Management
Michigan
$390K – – –
MWM
405
Mission Wealth Management
California
$390K +$21.4K +299 +6%
IIC
406
Integrated Investment Consultants
Michigan
$388K -$15.9K -222 -4%
MCM
407
MV Capital Management
Maryland
$386K +$380K +5,315 +6,180%
6F
408
626 Financial
Michigan
$385K – – –
IA
409
Insight Advisors
Pennsylvania
$376K -$115K -1,611 -23%
EWM
410
Evercore Wealth Management
New York
$374K -$5.72K -80 -2%
HTC
411
Haverford Trust Company
Pennsylvania
$373K +$163K +2,282 +78%
BIM
412
Bridges Investment Management
Nebraska
$372K – – –
PCH
413
PGIM Custom Harvest
New Jersey
$372K – – –
MG
414
Mather Group
Illinois
$365K -$2.07K -29 -0.6%
CS
415
Comerica Securities
Michigan
$365K -$2.09M -29,277 -85%
NCM
416
NCM Capital Management
New Jersey
$364K – – –
HCMT
417
Highland Capital Management (Tennessee)
Tennessee
$362K +$89.4K +1,250 +33%
MFWP
418
Mosaic Family Wealth Partners
Missouri
$361K – – –
ECM
419
Evergreen Capital Management
Washington
$359K +$27.2K +380 +8%
PFA
420
Pure Financial Advisors
California
$359K -$215 -3 -0.1%
ATFA
421
All Terrain Financial Advisors
Minnesota
$358K -$858 -12 -0.2%
FW
422
FirstPurpose Wealth
Utah
$355K – – –
BFEC
423
Benjamin F. Edwards & Company
Missouri
$355K -$14K -196 -4%
MC
424
Moors & Cabot
Massachusetts
$355K +$87.1K +1,218 +33%
SFG
425
Summit Financial Group
West Virginia
$353K +$78.7K +1,100 +29%
15 16
17
18 19