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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 %
SWPG
451
Strategic Wealth Partners Group
Illinois
$341K – – –
SI
452
Saxon Interests
Texas
$339K -$450 -6 -0.1%
CIC
453
Carnegie Investment Counsel
Ohio
$339K -$75 -1 -0%
PA
454
Parallel Advisors
California
$338K -$5.78K -77 -2%
LW
455
Linscomb Wealth
Texas
$338K -$1.28K -17 -0.4%
NPF
456
Norris Perne & French
Michigan
$337K – – –
SB
457
Strategic Blueprint
Georgia
$336K – – –
FIA
458
Foundations Investment Advisors
Arizona
$336K +$336K +4,484 New
SBIA
459
Sheaff Brock Investment Advisors
Indiana
$335K – – –
CWM
460
ClientFirst Wealth Management
Arkansas
$331K – – –
PFGIA
461
Patriot Financial Group Insurance Agency
Massachusetts
$329K -$28.4K -378 -8%
B
462
Bensler
Washington
$328K -$19.4K -259 -6%
FWP
463
FAS Wealth Partners
Kansas
$327K +$1.5K +20 +0.5%
OPWM
464
Oakwell Private Wealth Management
Texas
$327K – – –
OSAM
465
O'Shaughnessy Asset Management
Connecticut
$325K – – –
MCM
466
McDonough Capital Management
Florida
$322K – – –
VPP
467
Vertex Planning Partners
Illinois
$320K – – –
RWM
468
Ritholtz Wealth Management
New York
$320K – – –
SHWM
469
Smith & Howard Wealth Management
Georgia
$319K – – –
PCM
470
Perritt Capital Management
Illinois
$315K – – –
FCP
471
Fidelis Capital Partners
Florida
$311K – – –
MA
472
MKT Advisors
California
$311K – – –
GFS
473
GYL Financial Synergies
Connecticut
$309K – – –
CL
474
Choreo LLC
Illinois
$307K +$375 +5 +0.1%
NFC
475
Northeast Financial Consultants
Connecticut
$305K – – –
17 18
19
20 21