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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 %
SB
451
Strategic Blueprint
Georgia
$321K +$572 +8 +0.2%
SBIA
452
Sheaff Brock Investment Advisors
Indiana
$319K – – –
SWPG
453
Strategic Wealth Partners Group
Illinois
$319K – – –
SCP
454
Stevens Capital Partners
Nebraska
$319K +$35K +489 +12%
OPWM
455
Oakwell Private Wealth Management
Texas
$312K – – –
FWP
456
FAS Wealth Partners
Kansas
$311K +$28.1K +393 +10%
OSAM
457
O'Shaughnessy Asset Management
Connecticut
$310K +$14.3K +200 +5%
CWM
458
ClientFirst Wealth Management
Arkansas
$308K – – –
MCM
459
McDonough Capital Management
Florida
$307K – – –
VPP
460
Vertex Planning Partners
Illinois
$305K – – –
RWM
461
Ritholtz Wealth Management
New York
$305K -$34K -476 -10%
SHWM
462
Smith & Howard Wealth Management
Georgia
$304K +$304K +4,253 New
PCM
463
Perritt Capital Management
Illinois
$300K – – –
BAAM
464
Baker Avenue Asset Management
California
$297K +$79.4K +1,110 +36%
TW
465
Transform Wealth
Colorado
$296K – – –
GFS
466
GYL Financial Synergies
Connecticut
$295K -$465K -6,497 -61%
ONB
467
Old National Bancorp
Indiana
$295K – – –
FCP
468
Fidelis Capital Partners
Florida
$293K +$293K +4,145 New
CL
469
Choreo LLC
Illinois
$292K +$292K +4,083 New
NFC
470
Northeast Financial Consultants
Connecticut
$291K – – –
AWA
471
ARQ Wealth Advisors
Arizona
$289K – – –
MFA
472
Mayflower Financial Advisors
Massachusetts
$286K +$33.6K +470 +13%
WLPWM
473
Walled Lake Planning & Wealth Management
Illinois
$283K -$6.65K -93 -2%
MA
474
MKT Advisors
California
$280K – – –
AUB
475
Atlantic Union Bankshares
Virginia
$279K – – –
17 18
19
20 21