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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.

Holders
725
Holders Change
+9
Holders Change %
+1.26%
% of All Funds
11.44%
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
1
Smith Anglin Financial
Texas
$39.7M
2
Cerity Partners
2
Cerity Partners
New York
$29.9M
3
LPL Financial
3
LPL Financial
California
$88M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$131M
5
MMEA
5
Main Management ETF Advisors
California
$183M

Top Sellers

1
TWM
1
Tanglewood Wealth Management
Texas
$0
2
Wells Fargo
2
Wells Fargo
California
$612M
3
Bank of America
3
Bank of America
North Carolina
$240M
4
WSFS
4
Wilmington Savings Fund Society
Delaware
$49.7M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$42.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
51
Mariner
Kansas
$15.7M +$2.07M +27,663 +15%
IWA
52
Inspirion Wealth Advisors
Illinois
$14.9M +$441K +5,877 +3%
JE
53
JMAC Enterprises
Pennsylvania
$14.8M +$233K +3,113 +2%
FMC
54
First Merchants Corp
Indiana
$14.6M -$73.4K -979 -0.5%
CAN
55
Cetera Advisor Networks
California
$14.1M +$3.53M +47,079 +33%
JF
56
JSF Financial
California
$13.5M +$275K +3,667 +2%
HCM
57
Hudson Capital Management
New Jersey
$13.4M +$305K +4,072 +2%
CCWM
58
Cassaday & Co Wealth Management
Virginia
$13.3M -$618K -8,241 -4%
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$13.1M +$416K +5,541 +3%
DPIM
60
Duff & Phelps Investment Management
Illinois
$13.1M – – –
Baird Financial Group
61
Baird Financial Group
Wisconsin
$12.9M +$664K +8,857 +5%
Creative Planning
62
Creative Planning
Kansas
$12.8M -$965K -12,867 -7%
IWC
63
Integrated Wealth Concepts
Massachusetts
$12.5M +$102K +1,361 +0.8%
TYCC
64
Texas Yale Capital Corp
Florida
$12.1M – – –
SFP
65
Sterling Financial Planning
New Jersey
$11.9M +$1.08M +14,362 +10%
BEC
66
Blue Edge Capital
Virginia
$11.7M -$40.3K -537 -0.3%
GIA
67
GHP Investment Advisors
Colorado
$11.6M -$222K -2,911 -2%
IFS
68
Ifrah Financial Services
Arkansas
$11.2M -$123K -1,634 -1%
Jones Financial Companies
69
Jones Financial Companies
Missouri
$10.2M -$673K -8,973 -6%
SWA
70
SOA Wealth Advisors
New York
$10.1M +$1.8M +23,978 +22%
US Bancorp
71
US Bancorp
Minnesota
$9.78M -$212K -2,824 -2%
HNB
72
Huntington National Bank
Ohio
$9.05M -$8.82M – –
E
73
ETFidea
New York
$8.5M +$287K +3,830 +3%
HSBC Holdings
74
HSBC Holdings
United Kingdom
$8.35M -$61.2K -816 -0.7%
Cetera Investment Advisers
75
Cetera Investment Advisers
Illinois
$8.32M +$364K +4,847 +5%
1 2
3
4 5