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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.

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
1
Main Management ETF Advisors
California
$164M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$105M
3
WIA
3
World Investment Advisors
California
$24.4M
4
SC
4
Savant Capital
Illinois
$21.3M
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$11.8M

Top Sellers

1
TA
1
Tiedemann Advisors
New York
$30.1M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$17.3M
3
Bank of America
3
Bank of America
North Carolina
$255M
4
Wells Fargo
4
Wells Fargo
California
$614M
5
CCWM
5
Cassaday & Co Wealth Management
Virginia
$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WJA
26
Willis Johnson & Associates
Texas
$39.2M +$1.49M +20,837 +4%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$39.2M +$2.06M +28,816 +6%
BF
28
BOK Financial
Oklahoma
$37.9M -$11.5M -160,212 -23%
RFC
29
Regions Financial Corp
Alabama
$36M +$41.7K +583 +0.1%
TWM
30
Tanglewood Wealth Management
Texas
$34M +$227K +3,175 +0.7%
JIC
31
Joel Isaacson & Co
New York
$32.1M +$451K +6,304 +1%
JPMPWA
32
J.P. Morgan Private Wealth Advisors
California
$32.1M +$519K +7,260 +2%
TA
33
Tiedemann Advisors
New York
$30.1M -$43.5M -607,662 -59%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$29.6M +$478K +6,679 +2%
Osaic Holdings
35
Osaic Holdings
Arizona
$28.6M +$3.54M +49,454 +14%
WIA
36
World Investment Advisors
California
$24.4M +$22.2M +310,230 +983%
1IA
37
1834 Investment Advisors
Wisconsin
$22.7M -$2.14M -29,975 -9%
AAP
38
Arax Advisory Partners
Colorado
$22.5M -$628K -8,778 -3%
SL
39
Salomon & Ludwin
Virginia
$22.5M +$35.9K +502 +0.2%
SPIA
40
Steward Partners Investment Advisory
New York
$21.9M +$390K +5,447 +2%
SC
41
Savant Capital
Illinois
$21.3M +$20.6M +287,517 +2,700%
Stifel Financial
42
Stifel Financial
Missouri
$19.6M +$322K +4,500 +2%
HighTower Advisors
43
HighTower Advisors
Illinois
$17.3M -$23.7M -330,862 -58%
CAL
44
Capital Advisors Ltd
Ohio
$16.7M +$644 +9 +0%
SFI
45
SPC Financial Inc
Maryland
$16.7M +$1.24M +17,404 +8%
CC
46
Courier Capital
New York
$15.6M +$271K +3,783 +2%
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$14.6M +$4.96M +69,430 +51%
FMC
48
First Merchants Corp
Indiana
$14M -$134K -1,878 -0.9%
JE
49
JMAC Enterprises
Pennsylvania
$13.9M +$18.5K +258 +0.1%
IWA
50
Inspirion Wealth Advisors
Illinois
$13.8M +$1.29M +18,074 +10%
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