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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 %
ANBT
626
American National Bank & Trust
Texas
$59.7K – – –
KSWA
627
Kathleen S. Wright Associates
Pennsylvania
$59.5K – – –
IIL
628
Insight Inv LLC
California
$55.2K – – –
FFA
629
Founders Financial Alliance
North Carolina
$53.1K – – –
FCA
630
FinTrust Capital Advisors
South Carolina
$52.5K – – –
SMA
631
Sage Mountain Advisors
Georgia
$51.8K – – –
CIAS
632
Capital Investment Advisory Services
North Carolina
$51.5K – – –
JGIA
633
Jackson Grant Investment Advisers
Connecticut
$50.4K +$143 +2 +0.3%
AIP
634
Ahrens Investment Partners
Louisiana
$50.1K +$50.1K +700 New
CB
635
Centennial Bank
Arkansas
$49.8K – – –
PMFA
636
Plante Moran Financial Advisors
Michigan
$47.5K – – –
TIM
637
Thompson Investment Management
Wisconsin
$46.9K +$46.9K +656 New
CSPIA
638
Cary Street Partners Investment Advisory
Virginia
$45.8K – – –
BWM
639
BerganKDV Wealth Management
Minnesota
$44.7K – – –
MIA
640
Milestone Investment Advisors
Wisconsin
$43.5K – – –
PA
641
PSI Advisors
Florida
$42.2K +$143 +2 +0.3%
PCM
642
Pointe Capital Management
Michigan
$40K +$40K +560 New
MAWA
643
Moss Adams Wealth Advisors
Washington
$38.6K – – –
MFC
644
Mechanics Financial Corp
Ohio
$38.3K – – –
CTA
645
Colonial Trust Advisors
South Carolina
$35.4K – – –
TFGT
646
TS Financial Group (TSFG)
Illinois
$34K +$2.95K +41 +9%
SWA
647
Sutton Wealth Advisors
Florida
$33.8K – – –
BA
648
Ballast Advisors
Minnesota
$32.3K -$37.5K -524 -54%
AIA
649
Armor Investment Advisors
North Carolina
$31.5K -$28.6K -400 -48%
SIS
650
Sound Income Strategies
Florida
$30.9K +$8.58K +120 +38%
24 25
26
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