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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 %
NIM
501
Northeast Investment Management
Massachusetts
$243K – – –
SCA
502
Sandy Cove Advisors
Massachusetts
$243K +$72 +1 +0%
SIAS
503
Summit Investment Advisory Services
Minnesota
$243K +$215 +3 +0.1%
FMWA
504
Forvis Mazars Wealth Advisors
Missouri
$240K -$55.8K -780 -19%
BBNA
505
Bremer Bank National Association
Minnesota
$240K – – –
KIG
506
Kowal Investment Group
Wisconsin
$239K +$572 +8 +0.2%
CFGS
507
Concourse Financial Group Securities
Alabama
$238K -$24.3K -340 -9%
CTC
508
Central Trust Company
Missouri
$237K – – –
LWM
509
Laidlaw Wealth Management
New York
$236K – – –
Wealth Enhancement Advisory Services
510
Wealth Enhancement Advisory Services
Minnesota
$236K +$236K +3,294 New
MWM
511
Modera Wealth Management
New Jersey
$234K – – –
WFM
512
Wolff Financial Management
Michigan
$234K -$56.3K -786 -19%
AC
513
Abbrea Capital
California
$233K – – –
IFWM
514
Institute for Wealth Management
Colorado
$232K +$10.1K +141 +5%
IC
515
IEQ Capital
California
$232K +$429 +6 +0.2%
CCA
516
Clearwater Capital Advisors
Illinois
$231K -$42.1K -589 -15%
HBW
517
Hazlett, Burt & Watson
West Virginia
$231K -$287 -4 -0.1%
BJL
518
Brighton Jones LLC
Washington
$230K +$11.7K +164 +5%
NEWAS
519
N.E.W. Advisory Services
Wisconsin
$230K -$15.2K -212 -6%
ATC
520
Argent Trust Co
Tennessee
$230K – – –
SKK
521
Shepherd Kaplan Krochuk
Massachusetts
$226K – – –
SG
522
StoneX Group
New York
$225K -$5.94K -83 -3%
CCM
523
Condor Capital Management
New Jersey
$225K -$6.08K -85 -3%
AI
524
Accredited Investors
Minnesota
$225K -$19.7K -275 -8%
MIH
525
Meitav Investment House
Israel
$225K – – –
19 20
21
22 23