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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 %
WAG
551
Winthrop Advisory Group
Massachusetts
$206K +$206K +2,879 New
AT
552
American Trust
Kentucky
$206K -$66.2K -931 -24%
FNBOH
553
First National Bank of Hutchinson
Kansas
$204K +$204K +2,852 New
CCT
554
Chemung Canal Trust
New York
$204K +$204K +2,848 New
EBA
555
Eagle Bay Advisors
New York
$202K +$202K +2,828 New
TA
556
TFG Advisers
Michigan
$202K +$202K +2,826 New
PPP
557
Private Portfolio Partners
New Jersey
$202K +$202K +2,826 New
KIA
558
KCM Investment Advisors
California
$202K +$202K +2,820 New
AF
559
Allworth Financial
California
$201K +$11.4K +160 +6%
V
560
VeraBank
Texas
$201K +$201K +2,807 New
BFS
561
Bradley Foster & Sargent
Connecticut
$200K +$200K +2,800 New
III
562
Independent Investors Inc
New York
$200K +$200K +2,800 New
EI
563
Ellevest Inc
New York
$197K – – –
TCA
564
Trifecta Capital Advisors
Illinois
$182K – – –
WBC
565
West Branch Capital
Massachusetts
$178K +$501 +7 +0.3%
AIA
566
Arcadia Investment Advisors
Idaho
$176K – – –
CB
567
CNB Bank
Pennsylvania
$176K -$8.01K -112 -4%
JEST
568
JTC Employer Solutions Trustee
Jersey
$169K – – –
NSG
569
Nalls Sherbakoff Group
Tennessee
$169K +$169K +2,400 New
Lido Advisors
570
Lido Advisors
California
$158K +$7.26K +18,496 +5%
HPC
571
HM Payson & Co
Maine
$156K +$156K +2,188 New
TWA
572
TCI Wealth Advisors
Arizona
$156K -$9.01K -126 -5%
MA
573
Montag & Associates
Georgia
$150K – – –
PIP
574
Peachtree Investment Partners
Florida
$147K -$19.8K -277 -12%
CFD
575
Creative Financial Designs
Indiana
$144K +$429 +6 +0.3%
21 22
23
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