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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 %
YDMI
601
Y.D. More Investments
Israel
$113K -$11.3K -150 -9%
LB
602
Legacy Bridge
Iowa
$110K – – –
FCMT
603
Founders Capital Management (Texas)
Texas
$107K +$84.5K +1,126 +372%
QCG
604
Quadrant Capital Group
Ohio
$106K – – –
CF
605
Centaurus Financial
California
$104K -$130K -1,733 -56%
AssetMark Inc
606
AssetMark Inc
California
$103K +$102K +1,366 +17,075%
SIC
607
Salem Investment Counselors
North Carolina
$98.8K – – –
RA
608
Rise Advisors
New York
$96.6K +$225 +3 +0.2%
SAM
609
S.A. Mason
Michigan
$95.5K – – –
BONH
610
Bank of New Hampshire
New Hampshire
$95.5K – – –
HCM
611
Horrell Capital Management
Arkansas
$92K – – –
MCM
612
Mill Capital Management
North Carolina
$90K – – –
CPA
613
Cardiff Park Advisors
California
$90K – – –
NCM
614
Northwest Capital Management
Oregon
$87.1K +$87.1K +1,161 New
FCB
615
First Command Bank
Texas
$84.5K – – –
FCFS
616
First Command Financial Services
Texas
$84.5K – – –
Qube Research & Technologies (QRT)
617
Qube Research & Technologies (QRT)
United Kingdom
$83.9K +$83.9K +2,357 New
TWM
618
Tradition Wealth Management
Minnesota
$81K -$5.62K -63 -6%
WT
619
Washington Trust
Rhode Island
$81K – – –
WAG
620
Windsor Advisory Group
Ohio
$80.7K – – –
EWM
621
Endurance Wealth Management
Rhode Island
$78K – – –
FP
622
Financial Perspectives
Minnesota
$76.4K – – –
2L
623
25 LLC
Missouri
$75K – – –
PO
624
Private Ocean
California
$74.3K – – –
TAM
625
Townsend Asset Management
North Carolina
$73.7K – – –
23 24
25
26 27