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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 %
TW
476
Transform Wealth
Colorado
$303K -$7.05K -94 -2%
AWA
477
ARQ Wealth Advisors
Arizona
$303K – – –
MG
478
Mather Group
Illinois
$299K -$84.4K -1,125 -22%
SG
479
StoneX Group
New York
$295K +$58.6K +781 +25%
TB
480
Terril Brothers
Missouri
$293K +$293K +3,906 New
HFA
481
High Falls Advisors
New York
$293K – – –
FNBTCON
482
First National Bank & Trust Co of Newtown
Pennsylvania
$292K – – –
WLPWM
483
Walled Lake Planning & Wealth Management
Illinois
$291K -$5.03K -67 -2%
RRC
484
Relaxing Retirement Coach
Massachusetts
$291K – – –
BFM
485
Boston Financial Management
Massachusetts
$291K – – –
DIM
486
Delta Investment Management
California
$290K – – –
NB
487
NBT Bank
New York
$285K -$750 -10 -0.3%
SFG
488
Summit Financial Group
West Virginia
$284K -$86.3K -1,150 -23%
WB
489
West Bancorporation
Iowa
$283K – – –
IBOK
490
Independence Bank of Kentucky
Kentucky
$282K – – –
AWM
491
Aprio Wealth Management
Georgia
$281K -$7.05K -94 -2%
HCP
492
Holt Capital Partners
Texas
$281K – – –
WP
493
WealthSource Partners
California
$280K -$10.7K -142 -4%
CPSC
494
Carl P. Sherr & Co
Massachusetts
$277K – – –
SCP
495
Stevens Capital Partners
Nebraska
$274K -$60.6K -808 -18%
ADL
496
Asset Dedication LLC
California
$274K -$16.7K -223 -6%
SWM
497
SeaCrest Wealth Management
New York
$273K +$150 +2 +0.1%
PA
498
Probity Advisors
Texas
$273K +$273K +3,644 New
GWS
499
Glassman Wealth Services
Virginia
$273K – – –
FFA
500
Fragasso Financial Advisors
Pennsylvania
$270K -$2.03K -27 -0.7%
18 19
20
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