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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
$164M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$105M
3
WIA
World Investment Advisors
California
$24.4M
4
SC
Savant Capital
Illinois
$21.3M
5
IWC
Integrated Wealth Concepts
Massachusetts
$11.8M

Top Sellers

1
TA
Tiedemann Advisors
New York
$30.1M
2
HighTower Advisors
HighTower Advisors
Illinois
$17.3M
3
Bank of America
Bank of America
North Carolina
$255M
4
Wells Fargo
Wells Fargo
California
$614M
5
CCWM
Cassaday & Co Wealth Management
Virginia
$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MRCM
701
M&R Capital Management
New Jersey
$3.93K +$2.86K +40 +267%
FFA
702
Farther Finance Advisors
California
$3.72K – – –
BFA
703
BBJS Financial Advisors
Washington
$3.6K – – –
HR
704
Howe & Rusling
New York
$3.29K -$2.15K -30 -39%
LWA
705
Lowe Wealth Advisors
Maryland
$2.86K – – –
CT
706
Colonial Trust
South Carolina
$2.43K – – –
SC
707
Sawyer & Company
Massachusetts
$2K -$2K -35 -50%
BCMLT
708
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.79K +$1.79K +25 New
MIM
709
MTM Investment Management
South Carolina
$1.43K – – –
LFG
710
Larson Financial Group
Missouri
$1.43K – – –
CIA
711
Cape Investment Advisory
Georgia
$1.43K +$1.43K +20 New
AWM
712
Aspire Wealth Management
Massachusetts
$1.29K +$1.29K +18 New
UFF
713
USA Financial Formulas
Michigan
$930 +$930 +13 New
YAL
714
Your Advocates Ltd
Texas
$572 -$1.43K -20 -71%
AssetMark Inc
715
AssetMark Inc
California
$572 – – –
BNP Paribas Financial Markets
716
BNP Paribas Financial Markets
France
$286 +$286 +4 New
SFCL
717
Strengthening Families & Communities LLC
Massachusetts
$44 – +2 +0.3%
CAM
718
Congress Asset Management
Massachusetts
– -$5.62M -82,351 Closed
MYIA
719
Mount Yale Investment Advisors
Colorado
– -$3.93M -57,546 Closed
CS
720
Credit Suisse
Switzerland
– -$2.31M -33,760 Closed
SA
721
Sunesis Advisors
Kansas
– -$837K -12,260 Closed
HCM
722
HMS Capital Management
Tennessee
– -$826K -12,093 Closed
MCC
723
Money Concepts Capital
Florida
– -$735K -10,766 Closed
Renaissance Technologies
724
Renaissance Technologies
New York
– -$669K -9,800 Closed
PAS
725
Park Avenue Securities
New York
– -$576K -8,435 Closed
27 28
29
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