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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 %
IFWM
501
Institute for Wealth Management
Colorado
$269K +$26.1K +348 +11%
TNB
502
Thomasville National Bank
Georgia
$264K – – –
PFO
503
Pathstone Family Office
New Jersey
$263K +$7.43K +99 +3%
WWM
504
Western Wealth Management
Colorado
$263K +$4.05K +54 +2%
BSI
505
Bennett Selby Investments
Maine
$263K – – –
AMG
506
Advisors Management Group
Wisconsin
$260K -$9.74K -130 -4%
DAS
507
Dynamic Advisor Solutions
Arizona
$258K – – –
SCA
508
Sandy Cove Advisors
Massachusetts
$255K +$225 +3 +0.1%
SIAS
509
Summit Investment Advisory Services
Minnesota
$255K +$225 +3 +0.1%
NIM
510
Northeast Investment Management
Massachusetts
$255K – – –
BCA
511
Bay Colony Advisors
Massachusetts
$252K -$39.2K -523 -13%
KPWS
512
Kestra Private Wealth Services
Texas
$252K +$27.5K +367 +12%
HI
513
Harbour Investments
Wisconsin
$252K +$18.2K +242 +8%
FMWA
514
Forvis Mazars Wealth Advisors
Missouri
$251K – – –
KIG
515
Kowal Investment Group
Wisconsin
$251K +$525 +7 +0.2%
HBW
516
Hazlett, Burt & Watson
West Virginia
$250K +$7.68K +102 +3%
CFGS
517
Concourse Financial Group Securities
Alabama
$249K – – –
Wealth Enhancement Advisory Services
518
Wealth Enhancement Advisory Services
Minnesota
$248K +$975 +13 +0.4%
LWM
519
Laidlaw Wealth Management
New York
$247K – – –
AC
520
Abbrea Capital
California
$244K – – –
IC
521
IEQ Capital
California
$243K +$300 +4 +0.1%
CTC
522
Central Trust Company
Missouri
$243K -$5.85K -78 -2%
CAM
523
Congress Asset Management
Massachusetts
$242K +$242K +3,221 New
CCA
524
Clearwater Capital Advisors
Illinois
$241K -$1.95K -26 -0.8%
ONB
525
Old National Bancorp
Indiana
$240K -$68.6K -914 -22%
19 20
21
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