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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 %
HFA
476
High Falls Advisors
New York
$279K -$35.8K -500 -11%
FNBTCON
477
First National Bank & Trust Co of Newtown
Pennsylvania
$278K – – –
RRC
478
Relaxing Retirement Coach
Massachusetts
$277K – – –
BFM
479
Boston Financial Management
Massachusetts
$277K – – –
WP
480
WealthSource Partners
California
$277K – – –
DIM
481
Delta Investment Management
California
$276K – – –
ADL
482
Asset Dedication LLC
California
$276K +$22.4K +314 +9%
AWM
483
Aprio Wealth Management
Georgia
$275K – – –
BCA
484
Bay Colony Advisors
Massachusetts
$274K -$16.3K -232 -6%
ADIM
485
Alpha DNA Investment Management
Maryland
$274K +$274K +3,825 New
NB
486
NBT Bank
New York
$273K – – –
WB
487
West Bancorporation
Iowa
$270K +$270K +3,770 New
IBOK
488
Independence Bank of Kentucky
Kentucky
$269K – – –
HCP
489
Holt Capital Partners
Texas
$267K – – –
CPSC
490
Carl P. Sherr & Co
Massachusetts
$264K – – –
SWM
491
SeaCrest Wealth Management
New York
$261K +$215 +3 +0.1%
GWS
492
Glassman Wealth Services
Virginia
$260K – – –
FFA
493
Fragasso Financial Advisors
Pennsylvania
$259K -$66.1K -924 -20%
AMG
494
Advisors Management Group
Wisconsin
$257K – – –
TNB
495
Thomasville National Bank
Georgia
$252K – – –
BSI
496
Bennett Selby Investments
Maine
$250K – – –
WWM
497
Western Wealth Management
Colorado
$247K +$215 +3 +0.1%
DAS
498
Dynamic Advisor Solutions
Arizona
$246K – – –
IB
499
Intrust Bank
Kansas
$246K -$157K -2,190 -39%
PFO
500
Pathstone Family Office
New Jersey
$244K -$244K -3,412 -50%
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