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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 %
KPWS
501
Kestra Private Wealth Services
Texas
$283K +$40K +554 +16%
TB
502
Terril Brothers
Missouri
$282K – – –
HFA
503
High Falls Advisors
New York
$282K – – –
BFM
504
Boston Financial Management
Massachusetts
$280K – – –
DC
505
Davenport & Co
Virginia
$278K +$54.5K +754 +24%
HBW
506
Hazlett, Burt & Watson
West Virginia
$278K +$39.3K +547 +16%
DIM
507
Delta Investment Management
California
$277K -$1.95K -27 -0.7%
WLPWM
508
Walled Lake Planning & Wealth Management
Illinois
$276K -$4.34K -60 -2%
NB
509
NBT Bank
New York
$275K – – –
SFG
510
Summit Financial Group
West Virginia
$274K – – –
IBOK
511
Independence Bank of Kentucky
Kentucky
$272K – – –
AWM
512
Aprio Wealth Management
Georgia
$271K – – –
HCP
513
Holt Capital Partners
Texas
$270K – – –
CA
514
CoreCap Advisors
Michigan
$270K -$270K -3,733 -50%
WP
515
WealthSource Partners
California
$269K – – –
CPSC
516
Carl P. Sherr & Co
Massachusetts
$267K – – –
WB
517
West Bancorporation
Iowa
$265K -$7.59K -105 -3%
SCP
518
Stevens Capital Partners
Nebraska
$264K -$72 -1 -0%
DAS
519
Dynamic Advisor Solutions
Arizona
$264K +$15.2K +211 +6%
PA
520
Probity Advisors
Texas
$263K – – –
WWM
521
Western Wealth Management
Colorado
$263K +$9.54K +132 +4%
GWS
522
Glassman Wealth Services
Virginia
$263K – – –
MFA
523
Mayflower Financial Advisors
Massachusetts
$262K -$206K -2,852 -44%
VFA
524
Valeo Financial Advisors
Indiana
$261K +$261K +3,607 New
SWM
525
Stockman Wealth Management
Montana
$259K +$259K +3,588 New
19 20
21
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