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iShares S&P Mid-Cap 400 Growth ETF
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Overview Fund Activity

730 hedge funds and large institutions have $5.09B invested in iShares S&P Mid-Cap 400 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 187 increasing their positions, 237 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
730
Holders Change
+5
Holders Change %
+0.69%
% of All Funds
11.64%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.38%
New
56
Increased
187
Reduced
237
Closed
39
Calls
$820K
Puts
$368K
Net Calls
+$452K
Net Calls Change
-$231K

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$16.4M
2
Comerica Bank
Comerica Bank
Texas
+$15.7M
3
Ameriprise
Ameriprise
Minnesota
+$13.9M
4
MMEA
Main Management ETF Advisors
California
+$9.45M
5
AWM
Apollon Wealth Management
South Carolina
+$9.43M

Top Sellers

1
WIA
World Investment Advisors
California
-$21.8M
2
LPL Financial
LPL Financial
California
-$15.2M
3
Lido Advisors
Lido Advisors
California
-$12.9M
4
JF
JSF Financial
California
-$12.5M
5
Wells Fargo
Wells Fargo
California
-$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWP
476
Total Wealth Planning
Ohio
$310K -$22K -304 -7%
IIC
477
Integrated Investment Consultants
Michigan
$309K -$78.9K -1,092 -20%
VPP
478
Vertex Planning Partners
Illinois
$309K – – –
RWM
479
Ritholtz Wealth Management
New York
$308K – – –
MCM
480
McDonough Capital Management
Florida
$308K -$2.53K -35 -0.8%
CWM
481
ClientFirst Wealth Management
Arkansas
$308K – – –
TI
482
Trexquant Investment
Connecticut
$307K +$307K +4,247 New
SHWM
483
Smith & Howard Wealth Management
Georgia
$305K -$1.95K -27 -0.6%
TFS
484
Thoroughbred Financial Services
Tennessee
$305K +$76.5K +1,062 +33%
VIA
485
Vickerman Investment Advisors
Washington
$305K -$30.1K -416 -9%
FCP
486
Fidelis Capital Partners
Florida
$304K +$4.62K +64 +2%
SB
487
Strategic Blueprint
Georgia
$304K -$20.1K -278 -6%
PCM
488
Perritt Capital Management
Illinois
$303K – – –
HI
489
Harbour Investments
Wisconsin
$302K +$59.8K +828 +25%
GFS
490
GYL Financial Synergies
Connecticut
$298K – – –
CL
491
Choreo LLC
Illinois
$296K – – –
NFC
492
Northeast Financial Consultants
Connecticut
$294K – – –
AWA
493
ARQ Wealth Advisors
Arizona
$292K – – –
ADL
494
Asset Dedication LLC
California
$288K +$23.9K +330 +9%
SWM
495
SeaCrest Wealth Management
New York
$288K +$24.6K +340 +9%
WCA
496
Waypoint Capital Advisors
Minnesota
$288K +$288K +3,984 New
PFP
497
Pinnacle Financial Partners
Tennessee
$288K -$215K -2,971 -43%
MA
498
MKT Advisors
California
$285K – – –
TW
499
Transform Wealth
Colorado
$285K -$7.9K -109 -3%
MG
500
Mather Group
Illinois
$285K -$3.18K -44 -1%
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