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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
$39.7M
2
Cerity Partners
Cerity Partners
New York
$29.9M
3
LPL Financial
LPL Financial
California
$88M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$131M
5
MMEA
Main Management ETF Advisors
California
$183M

Top Sellers

1
TWM
Tanglewood Wealth Management
Texas
$0
2
Wells Fargo
Wells Fargo
California
$612M
3
Bank of America
Bank of America
North Carolina
$240M
4
WSFS
Wilmington Savings Fund Society
Delaware
$49.7M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$42.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAS
701
Coppell Advisory Solutions
Texas
$6.48K +$6.48K +87 New
RCM
702
Rain Capital Management
Oregon
$6.44K – – –
AW
703
Avion Wealth
Texas
$6K – – –
HR
704
Howe & Rusling
New York
$5.71K +$2.26K +30 +65%
NMG
705
New Millennium Group
Utah
$4.5K – – –
FAM
706
Family Asset Management
South Carolina
$4.5K – – –
MRCM
707
M&R Capital Management
New Jersey
$4.13K – – –
FFA
708
Farther Finance Advisors
California
$3.9K – – –
SN
709
Sittner & Nelson
Oregon
$3.6K +$3.6K +48 New
LWA
710
Lowe Wealth Advisors
Maryland
$3K – – –
SC
711
Sawyer & Company
Massachusetts
$3K – – –
CT
712
Colonial Trust
South Carolina
$2.55K – – –
GWSA
713
Global Wealth Strategies & Associates
Colorado
$2.33K +$2.33K +31 New
MCM
714
McMillion Capital Management
North Carolina
$2.1K +$2.1K +28 New
LFG
715
Larson Financial Group
Missouri
$1.5K – – –
MIM
716
MTM Investment Management
South Carolina
$1.5K – – –
CIA
717
Cape Investment Advisory
Georgia
$1.5K – – –
AWM
718
Aspire Wealth Management
Massachusetts
$1.35K – – –
TAIM
719
TD Ameritrade Investment Management
Nebraska
$1K -$9.41K -160 -90%
UFF
720
USA Financial Formulas
Michigan
$975 – – –
RIA
721
Realta Investment Advisors
Delaware
$900 +$900 +12 New
YAL
722
Your Advocates Ltd
Texas
$600 – – –
OP
723
ORG Partners
Indiana
$301 +$301 +4 New
CWC
724
Carolinas Wealth Consulting
North Carolina
$75 +$75 +1 New
BFA
725
BBJS Financial Advisors
Washington
$22 -$3.6K -50 Closed
27 28
29
30 31