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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 %
VNA
601
Valley National Advisers
Pennsylvania
$135K – – –
GWSG
602
GPS Wealth Strategies Group
Colorado
$135K -$6.57K -91 -5%
VWM
603
Venturi Wealth Management
Texas
$133K – – –
Qube Research & Technologies (QRT)
604
Qube Research & Technologies (QRT)
United Kingdom
$130K -$40.3K -558 -24%
S
605
SignatureFD
Georgia
$129K -$14.7K -203 -10%
PB
606
Pinnacle Bancorp
Nebraska
$127K – – –
DAC
607
Dividend Assets Capital
South Carolina
$127K – – –
Allspring Global Investments
608
Allspring Global Investments
North Carolina
$125K +$125K +1,725 New
HPC
609
HM Payson & Co
Maine
$124K – – –
WPA
610
West Paces Advisors
Georgia
$121K – – –
AA
611
Ancora Advisors
Ohio
$120K – – –
PP
612
PFS Partners
New Jersey
$118K – – –
MIM
613
Macroview Investment Management
Maryland
$118K -$23.4K -324 -17%
EWA
614
EverSource Wealth Advisors
Alabama
$116K – – –
CT
615
Clearstead Trust
Maine
$114K +$88.4K +1,224 +340%
DSC
616
Duncker Streett & Co
Missouri
$114K – – –
DFA
617
DHJJ Financial Advisors
Illinois
$111K +$111K +1,532 New
LB
618
Legacy Bridge
Iowa
$105K – – –
BONH
619
Bank of New Hampshire
New Hampshire
$104K +$12.3K +170 +13%
YDMI
620
Y.D. More Investments
Israel
$98.2K -$10.8K -150 -10%
SAM
621
S.A. Mason
Michigan
$96.5K – – –
HCM
622
Horrell Capital Management
Arkansas
$88K – – –
MCM
623
Mill Capital Management
North Carolina
$86.7K – – –
CPA
624
Cardiff Park Advisors
California
$86.7K – – –
SIC
625
Salem Investment Counselors
North Carolina
$84.6K -$10.9K -150 -11%
23 24
25
26 27