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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.

Holders
725
Holders Change
+9
Holders Change %
+1.26%
% of All Funds
11.44%
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
1
Smith Anglin Financial
Texas
$39.7M
2
Cerity Partners
2
Cerity Partners
New York
$29.9M
3
LPL Financial
3
LPL Financial
California
$88M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$131M
5
MMEA
5
Main Management ETF Advisors
California
$183M

Top Sellers

1
TWM
1
Tanglewood Wealth Management
Texas
$0
2
Wells Fargo
2
Wells Fargo
California
$612M
3
Bank of America
3
Bank of America
North Carolina
$240M
4
WSFS
4
Wilmington Savings Fund Society
Delaware
$49.7M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$42.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$42.3M -$23.9M -319,246 -36%
Truist Financial
27
Truist Financial
North Carolina
$41.5M -$3.74M -49,899 -8%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$39.8M -$1.29M -17,177 -3%
SAF
29
Smith Anglin Financial
Texas
$39.7M +$37.3M +496,863 +1,519%
BF
30
BOK Financial
Oklahoma
$37.6M -$2.11M -28,120 -5%
RFC
31
Regions Financial Corp
Alabama
$37.2M -$547K -7,288 -1%
JIC
32
Joel Isaacson & Co
New York
$34.4M +$717K +9,555 +2%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$32.4M +$1.41M +18,858 +5%
Osaic Holdings
34
Osaic Holdings
Arizona
$32.2M +$2.14M +28,564 +7%
JPMPWA
35
J.P. Morgan Private Wealth Advisors
California
$32.1M -$1.49M -19,856 -4%
Lido Advisors
36
Lido Advisors
California
$31.8M +$1.69M +22,513 +6%
Cerity Partners
37
Cerity Partners
New York
$29.9M +$28.9M +385,716 +2,973%
WIA
38
World Investment Advisors
California
$26.5M +$876K +11,680 +3%
TA
39
Tiedemann Advisors
New York
$25.1M -$6.47M -86,326 -20%
SL
40
Salomon & Ludwin
Virginia
$23.6M +$60.1K +801 +0.3%
1IA
41
1834 Investment Advisors
Wisconsin
$22.5M -$1.28M -17,106 -5%
AAP
42
Arax Advisory Partners
Colorado
$22.2M -$1.34M -17,854 -6%
SC
43
Savant Capital
Illinois
$22.2M -$148K -1,975 -0.7%
HighTower Advisors
44
HighTower Advisors
Illinois
$21.1M +$2.97M +39,572 +16%
SPIA
45
Steward Partners Investment Advisory
New York
$20.8M -$2.2M -29,361 -10%
Stifel Financial
46
Stifel Financial
Missouri
$17.9M -$2.68M -35,798 -13%
SFI
47
SPC Financial Inc
Maryland
$17.7M +$200K +2,670 +1%
CAL
48
Capital Advisors Ltd
Ohio
$17.5M -$59.2K -789 -0.3%
CC
49
Courier Capital
New York
$17.2M +$835K +11,127 +5%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$17.1M +$1.79M +23,905 +12%
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