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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 %
IFWM
526
Institute for Wealth Management
Colorado
$255K -$4.33K -60 -2%
TNB
527
Thomasville National Bank
Georgia
$254K – – –
BSI
528
Bennett Selby Investments
Maine
$253K – – –
GM
529
GeoWealth Management
Illinois
$250K +$250K +3,456 New
PFBT
530
Parkside Financial Bank & Trust
Missouri
$249K +$24.1K +333 +11%
SCA
531
Sandy Cove Advisors
Massachusetts
$246K – – –
NIM
532
Northeast Investment Management
Massachusetts
$246K – – –
NS
533
NBC Securities
Alabama
$245K +$245K +3,394 New
BCA
534
Bay Colony Advisors
Massachusetts
$243K – – –
AMG
535
Advisors Management Group
Wisconsin
$243K -$7.21K -100 -3%
FFA
536
Fragasso Financial Advisors
Pennsylvania
$243K -$17.2K -238 -7%
KIG
537
Kowal Investment Group
Wisconsin
$242K – – –
CFGS
538
Concourse Financial Group Securities
Alabama
$241K – – –
B
539
Bailard
California
$240K -$192K -2,663 -44%
ONB
540
Old National Bancorp
Indiana
$240K +$8.09K +112 +3%
AC
541
Abbrea Capital
California
$236K – – –
FNBTCON
542
First National Bank & Trust Co of Newtown
Pennsylvania
$235K -$45.9K -635 -16%
CTC
543
Central Trust Company
Missouri
$234K – – –
FMWA
544
Forvis Mazars Wealth Advisors
Missouri
$234K -$8.45K -117 -3%
CCA
545
Clearwater Capital Advisors
Illinois
$232K – – –
SNBOSD
546
Security National Bank of So Dak
Iowa
$231K – – –
MIH
547
Meitav Investment House
Israel
$231K – – –
AI
548
Accredited Investors
Minnesota
$227K – – –
BFS
549
Bradley Foster & Sargent
Connecticut
$227K – – –
GPA
550
Garrison Point Advisors
California
$226K – – –
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