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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 %
SNBOSD
526
Security National Bank of So Dak
Iowa
$240K +$240K +3,200 New
BBNA
527
Bremer Bank National Association
Minnesota
$237K -$14K -186 -6%
DT
528
Diversified Trust
Tennessee
$237K +$237K +3,162 New
TFS
529
Thoroughbred Financial Services
Tennessee
$237K +$237K +3,173 New
CWM
530
Connecticut Wealth Management
Connecticut
$236K +$11.4K +152 +5%
CCM
531
Condor Capital Management
New Jersey
$236K – – –
AI
532
Accredited Investors
Minnesota
$236K – – –
MIH
533
Meitav Investment House
Israel
$235K – – –
GPA
534
Garrison Point Advisors
California
$235K – – –
PFBT
535
Parkside Financial Bank & Trust
Missouri
$234K – – –
AWA
536
Amplius Wealth Advisors
Pennsylvania
$233K – – –
GWM
537
Geneos Wealth Management
Colorado
$233K +$1.5K +20 +0.6%
DC
538
Davenport & Co
Virginia
$232K – – –
SFS
539
Summit Financial Strategies
Ohio
$232K +$232K +3,087 New
FPGK
540
Financial Partners Group (Kansas)
Kansas
$231K +$4.14K +54 +2%
HNWAG
541
High Net Worth Advisory Group
Florida
$231K +$231K +3,080 New
HCM
542
Highview Capital Management
Illinois
$228K – – –
BFS
543
Bradley Foster & Sargent
Connecticut
$227K +$16.6K +221 +8%
BSWA
544
Bromfield Sneider Wealth Advisors
Massachusetts
$224K – – –
SFG
545
Sage Financial Group
Pennsylvania
$223K +$5.25K +70 +2%
BAAM
546
Baker Avenue Asset Management
California
$223K -$88.9K -1,186 -29%
EA
547
Eclectic Associates
California
$223K – – –
PPP
548
Private Portfolio Partners
New Jersey
$222K +$9.97K +133 +5%
AT
549
American Trust
Kentucky
$222K +$4.65K +62 +2%
CG
550
CFO4Life Group
Texas
$221K – – –
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