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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 %
MCM
601
Mill Capital Management
North Carolina
$85.8K -$315K -4,400 -79%
CT
602
Cambridge Trust
Massachusetts
$85.8K – – –
CPA
603
Cardiff Park Advisors
California
$85.8K – – –
TWM
604
Tradition Wealth Management
Minnesota
$84K +$5.45K +63 +7%
BFPW
605
BOK Financial Private Wealth
Colorado
$81K +$47.3K +661 +140%
FCB
606
First Command Bank
Texas
$80.6K – – –
FCFS
607
First Command Financial Services
Texas
$80.6K – – –
MHR
608
Matthew Hamilton Rosenberg
$80.1K – – –
WT
609
Washington Trust
Rhode Island
$77.2K +$39.3K +550 +104%
WAG
610
Windsor Advisory Group
Ohio
$76.9K – – –
EWM
611
Endurance Wealth Management
Rhode Island
$74K – – –
SC
612
Steph & Co
Wisconsin
$73.8K – – –
FP
613
Financial Perspectives
Minnesota
$72.9K – – –
PO
614
Private Ocean
California
$70.8K – – –
TAM
615
Townsend Asset Management
North Carolina
$70.2K – – –
DI
616
Disciplined Investments
Oklahoma
$70K – – –
RP
617
Rice Partnership
Hawaii
$69.4K – – –
BC
618
Bartlett & Co
Ohio
$69K +$43K +600 +166%
BCWM
619
Bartlett & Co Wealth Management
Ohio
$68.8K +$42.9K +600 +166%
2L
620
25 LLC
Missouri
$68.5K +$68.5K +973 New
ST
621
Smithfield Trust
Pennsylvania
$66K – – –
BTI
622
Blue Trust Inc
Georgia
$64K – – –
SWM
623
Sugarloaf Wealth Management
Georgia
$63.5K – – –
Commonwealth Equity Services
624
Commonwealth Equity Services
Massachusetts
$63.1K +$2.34K +32,709 +4%
CA
625
Crewe Advisors
Utah
$61.4K – – –
23 24
25
26 27