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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 %
PP
576
PFS Partners
New Jersey
$135K – – –
FDCDDQ
577
Federation des caisses Desjardins du Quebec
Quebec, Canada
$135K – – –
VNA
578
Valley National Advisers
Pennsylvania
$134K – – –
VWM
579
Venturi Wealth Management
Texas
$132K +$132K +1,842 New
CFO
580
CVA Family Office
Colorado
$129K – – –
MIM
581
Macroview Investment Management
Maryland
$128K +$7.01K +98 +6%
S
582
SignatureFD
Georgia
$128K – – –
GWSG
583
GPS Wealth Strategies Group
Colorado
$127K +$127K +1,773 New
PB
584
Pinnacle Bancorp
Nebraska
$126K – – –
KM
585
Kalos Management
Georgia
$124K -$20K -279 -14%
DAC
586
Dividend Assets Capital
South Carolina
$121K – – –
WPA
587
West Paces Advisors
Georgia
$120K +$120K +1,681 New
TCWA
588
Ten Capital Wealth Advisors
Washington
$120K +$118K +1,649 +5,889%
AA
589
Ancora Advisors
Ohio
$119K +$27.9K +390 +31%
YDMI
590
Y.D. More Investments
Israel
$119K -$5.72K -80 -5%
EWA
591
EverSource Wealth Advisors
Alabama
$115K – – –
DSC
592
Duncker Streett & Co
Missouri
$113K – – –
LB
593
Legacy Bridge
Iowa
$104K – – –
QCG
594
Quadrant Capital Group
Ohio
$101K – – –
SAM
595
S.A. Mason
Michigan
$95.5K – – –
SIC
596
Salem Investment Counselors
North Carolina
$94.2K -$1.5K -21 -2%
RA
597
Rise Advisors
New York
$91.9K +$286 +4 +0.3%
BONH
598
Bank of New Hampshire
New Hampshire
$91K -$572 -8 -0.6%
HCM
599
Horrell Capital Management
Arkansas
$87K – – –
Barclays
600
Barclays
United Kingdom
$86K -$93.1K -1,301 -52%
22 23
24
25 26