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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 %
FGAM
726
Financial Gravity Asset Management
Texas
$3 +$3 +45 New
TWM
727
Tanglewood Wealth Management
Texas
– -$34M -475,461 Closed
RFM
728
Royal Fund Management
Florida
– -$5.18M -72,392 Closed
EF
729
Empowered Funds
Pennsylvania
– -$3.02M -42,230 Closed
SBH
730
Segall Bryant & Hamill
Illinois
– -$1.15M -16,048 Closed
PFS
731
Prospera Financial Services
Texas
– -$1.08M -15,143 Closed
PFA
732
Pinnacle Family Advisors
Missouri
– -$993K -13,885 Closed
BCI
733
Brinker Capital Investments
Pennsylvania
– -$884K -12,365 Closed
OPS
734
Orion Portfolio Solutions
Nebraska
– -$884K -12,365 Closed
TC
735
TownSquare Capital
Utah
– -$816K -11,415 Closed
SW
736
SlateStone Wealth
Florida
– -$571K -7,987 Closed
BAM
737
Belpointe Asset Management
Nevada
– -$556K -7,781 Closed
NSB
738
Norway Savings Bank
Maine
– -$532K -7,439 Closed
BFAG
739
Blackston Financial Advisory Group
Florida
– -$485K -6,776 Closed
CIA
740
Capital Investment Advisors
Georgia
– -$449K -6,281 Closed
IA
741
IFG Advisory
Georgia
– -$349K -4,880 Closed
MWAM
742
Manhattan West Asset Management
California
– -$344K -4,810 Closed
SBWIC
743
Schaper Benz & Wise Investment Counsel
Wisconsin
– -$337K -4,708 Closed
HR
744
Hardy Reed
Mississippi
– -$324K -4,531 Closed
ADIM
745
Alpha DNA Investment Management
Maryland
– -$274K -3,825 Closed
WFM
746
Wolff Financial Management
Michigan
– -$234K -3,269 Closed
NEWAS
747
N.E.W. Advisory Services
Wisconsin
– -$230K -3,218 Closed
ATC
748
Argent Trust Co
Tennessee
– -$230K -3,213 Closed
SKK
749
Shepherd Kaplan Krochuk
Massachusetts
– -$226K -3,158 Closed
KCM
750
Kendall Capital Management
Maryland
– -$224K -3,139 Closed
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