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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 %
GWM
551
Geneos Wealth Management
Colorado
$225K +$939 +13 +0.4%
AWA
552
Amplius Wealth Advisors
Pennsylvania
$225K – – –
CCM
553
Condor Capital Management
New Jersey
$225K -$2.38K -33 -1%
MMA
554
Miracle Mile Advisors
California
$223K +$11.6K +160 +5%
HNWAG
555
High Net Worth Advisory Group
Florida
$222K – – –
HCM
556
Highview Capital Management
Illinois
$219K – – –
CWM
557
Connecticut Wealth Management
Connecticut
$217K -$11K -152 -5%
WHG
558
Westwood Holdings Group
Texas
$216K +$216K +2,993 New
BSWA
559
Bromfield Sneider Wealth Advisors
Massachusetts
$216K – – –
SFG
560
Sage Financial Group
Pennsylvania
$215K – – –
BAAM
561
Baker Avenue Asset Management
California
$215K – – –
EA
562
Eclectic Associates
California
$214K – – –
FIA
563
Foundations Investment Advisors
Arizona
$214K -$110K -1,524 -34%
PPP
564
Private Portfolio Partners
New Jersey
$214K – – –
CG
565
CFO4Life Group
Texas
$213K – – –
MCM
566
MV Capital Management
Maryland
$212K +$18.6K +258 +10%
FPGK
567
Financial Partners Group (Kansas)
Kansas
$211K – – –
CFA
568
Cahill Financial Advisors
Minnesota
$211K – – –
HIMC
569
Heritage Investors Management Corp
Maryland
$209K – – –
TF
570
Tompkins Financial
New York
$208K – – –
SFS
571
Summit Financial Strategies
Ohio
$208K -$15.5K -214 -7%
BMCM
572
Burns Matteson Capital Management
New York
$206K +$206K +2,856 New
FNBOH
573
First National Bank of Hutchinson
Kansas
$206K – – –
CCT
574
Chemung Canal Trust
New York
$206K – – –
BBHC
575
Brown Brothers Harriman & Co
New York
$205K -$4.41K -61 -2%
21 22
23
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