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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 %
MCA
401
MSH Capital Advisors
Arizona
$449K -$7.22K -100 -2%
D
402
Dentgroup
Louisiana
$449K -$1.37K -19 -0.3%
IWN
403
Independent Wealth Network
Iowa
$449K -$11.4K -158 -2%
WA
404
Wealthstream Advisors
New York
$448K – – –
OPWM
405
Oxinas Partners Wealth Management
Indiana
$443K -$66.8K -925 -13%
CCA
406
Cobblestone Capital Advisors
New York
$440K +$37.9K +525 +9%
QCM
407
QRG Capital Management
Illinois
$438K +$438K +6,060 New
PWA
408
PCG Wealth Advisors
Kansas
$437K – – –
PFG
409
Pinnacle Financial Group
Illinois
$432K – – –
ECM
410
Evergreen Capital Management
Washington
$427K +$63.1K +870 +17%
KBFS
411
Kohmann Bosshard Financial Services
Ohio
$426K – – –
CS
412
Comerica Securities
Michigan
$425K +$48.6K +671 +13%
PS
413
Planned Solutions
California
$425K – – –
IA
414
IFG Advisors
Missouri
$425K – – –
DTC
415
Davidson Trust Company
Washington
$424K -$1.59K -22 -0.4%
SIM
416
Stratos Investment Management
Ohio
$422K +$8.31K +115 +2%
WTB
417
Washington Trust Bank
Washington
$421K – – –
MWM
418
Mattern Wealth Management
Kansas
$421K – – –
CFS
419
CRA Financial Services
New Jersey
$420K – – –
BMWM
420
Brown Miller Wealth Management
Virginia
$417K +$417K +5,778 New
BB
421
Busey Bank
Illinois
$414K – – –
HSA
422
HBK Sorce Advisory
Pennsylvania
$413K +$57.8K +800 +16%
HH
423
Hilltop Holdings
Texas
$410K – – –
SS
424
Simplicity Solutions
Minnesota
$407K -$41K -567 -9%
BFG
425
Bleakley Financial Group
New Jersey
$407K -$41K -567 -9%
15 16
17
18 19