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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 %
KCM
526
Kendall Capital Management
Maryland
$224K +$357 +5 +0.2%
GPA
527
Garrison Point Advisors
California
$224K -$14.3K -200 -6%
PFBT
528
Parkside Financial Bank & Trust
Missouri
$223K +$91K +1,272 +69%
CF
529
Centaurus Financial
California
$223K +$51.4K +718 +30%
HI
530
Harbour Investments
Wisconsin
$223K +$24.6K +344 +12%
AWA
531
Amplius Wealth Advisors
Pennsylvania
$223K – – –
DC
532
Davenport & Co
Virginia
$221K +$221K +3,096 New
GWM
533
Geneos Wealth Management
Colorado
$221K – – –
HCM
534
Highview Capital Management
Illinois
$217K – – –
TRCT
535
Tower Research Capital (TRC)
New York
$216K -$460K -6,429 -68%
CWM
536
Connecticut Wealth Management
Connecticut
$215K – – –
KPWS
537
Kestra Private Wealth Services
Texas
$214K +$214K +2,999 New
BSWA
538
Bromfield Sneider Wealth Advisors
Massachusetts
$213K – – –
EA
539
Eclectic Associates
California
$212K – – –
FPGK
540
Financial Partners Group (Kansas)
Kansas
$212K – – –
CG
541
CFO4Life Group
Texas
$211K – – –
SIC
542
Sterling Investment Counsel
New York
$210K -$4.65K -65 -2%
FNB
543
Farmers National Bank
Kentucky
$210K +$210K +2,930 New
TF
544
Tompkins Financial
New York
$209K – – –
MMA
545
Miracle Mile Advisors
California
$209K +$209K +2,919 New
CFA
546
Cahill Financial Advisors
Minnesota
$208K +$208K +2,915 New
BBHC
547
Brown Brothers Harriman & Co
New York
$208K – – –
SFG
548
Sage Financial Group
Pennsylvania
$208K +$208K +2,903 New
RIM
549
Rockbridge Investment Management
New York
$208K -$14.9K -209 -7%
HIMC
550
Heritage Investors Management Corp
Maryland
$207K +$207K +2,900 New
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