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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 %
MMA
551
Miracle Mile Advisors
California
$219K +$225 +3 +0.1%
CFA
552
Cahill Financial Advisors
Minnesota
$219K +$75 +1 +0%
HIMC
553
Heritage Investors Management Corp
Maryland
$218K – – –
BBHC
554
Brown Brothers Harriman & Co
New York
$218K – – –
SIC
555
Sterling Investment Counsel
New York
$217K -$2.7K -36 -1%
FNB
556
Farmers National Bank
Kentucky
$216K -$3.75K -50 -2%
TF
557
Tompkins Financial
New York
$216K -$4.05K -54 -2%
FNBOH
558
First National Bank of Hutchinson
Kansas
$214K – – –
CCT
559
Chemung Canal Trust
New York
$214K – – –
TA
560
TFG Advisers
Michigan
$212K +$300 +4 +0.1%
EBA
561
Eagle Bay Advisors
New York
$212K – – –
KIA
562
KCM Investment Advisors
California
$212K – – –
IB
563
Intrust Bank
Kansas
$211K -$46.7K -622 -18%
AF
564
Allworth Financial
California
$211K +$300 +4 +0.1%
V
565
VeraBank
Texas
$211K – – –
III
566
Independent Investors Inc
New York
$210K – – –
WP
567
Westmount Partners
California
$208K +$208K +2,776 New
RMDI
568
R.M. Davis Inc
Maine
$207K +$207K +2,764 New
EI
569
Ellevest Inc
New York
$206K – – –
FCCM
570
First City Capital Management
Georgia
$205K +$205K +2,732 New
KA
571
Klingman & Associates
New York
$205K +$205K +2,732 New
IIC
572
Ironwood Investment Counsel
Arizona
$205K +$205K +2,728 New
MCM
573
MV Capital Management
Maryland
$200K -$205K -2,729 -51%
TCA
574
Trifecta Capital Advisors
Illinois
$191K – – –
WBC
575
West Branch Capital
Massachusetts
$187K +$450 +6 +0.2%
21 22
23
24 25