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iShares S&P Mid-Cap 400 Growth ETF
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Overview Fund Activity

730 hedge funds and large institutions have $5.09B invested in iShares S&P Mid-Cap 400 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 187 increasing their positions, 237 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
730
Holders Change
+5
Holders Change %
+0.69%
% of All Funds
11.64%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.38%
New
56
Increased
187
Reduced
237
Closed
39
Calls
$820K
Puts
$368K
Net Calls
+$452K
Net Calls Change
-$231K

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$143M
2
Comerica Bank
Comerica Bank
Texas
$15.7M
3
Ameriprise
Ameriprise
Minnesota
$107M
4
MMEA
Main Management ETF Advisors
California
$186M
5
AWM
Apollon Wealth Management
South Carolina
$10.3M

Top Sellers

1
WIA
World Investment Advisors
California
$3.8M
2
LPL Financial
LPL Financial
California
$69.6M
3
Lido Advisors
Lido Advisors
California
$17.8M
4
JF
JSF Financial
California
$468K
5
Wells Fargo
Wells Fargo
California
$579M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
726
Aspire Wealth Management
Massachusetts
$1.3K – – –
MRCM
727
M&R Capital Management
New Jersey
$1.08K -$2.89K -40 -73%
UFF
728
USA Financial Formulas
Michigan
$939 – – –
RIA
729
Realta Investment Advisors
Delaware
$900 – – –
YAL
730
Your Advocates Ltd
Texas
$578 – – –
BFA
731
BBJS Financial Advisors
Washington
$21 -$22 – –
EE
732
EWG Elevate
California
– -$3.01M -40,158 Closed
V
733
Veritable
Delaware
– -$2.2M -29,356 Closed
TA
734
Tactive Advisors
Florida
– -$1.13M -15,012 Closed
HCC
735
Hirtle Callaghan & Co
Pennsylvania
– -$969K -12,920 Closed
YIH
736
Y-Intercept (HK)
Hong Kong
– -$544K -7,252 Closed
SI
737
Saxon Interests
Texas
– -$339K -4,526 Closed
PFGIA
738
Patriot Financial Group Insurance Agency
Massachusetts
– -$329K -4,384 Closed
SG
739
StoneX Group
New York
– -$295K -3,930 Closed
SIAS
740
Summit Investment Advisory Services
Minnesota
– -$255K -3,402 Closed
LWM
741
Laidlaw Wealth Management
New York
– -$247K -3,298 Closed
IC
742
IEQ Capital
California
– -$243K -3,242 Closed
BBNA
743
Bremer Bank National Association
Minnesota
– -$237K -3,165 Closed
DT
744
Diversified Trust
Tennessee
– -$237K -3,162 Closed
AT
745
American Trust
Kentucky
– -$222K -2,955 Closed
MGIA
746
Matthew Goff Investment Advisor
Texas
– -$578K -2,886 Closed
RMDI
747
R.M. Davis Inc
Maine
– -$207K -2,764 Closed
KA
748
Klingman & Associates
New York
– -$205K -2,732 Closed
FCCM
749
First City Capital Management
Georgia
– -$205K -2,732 Closed
CFO
750
CVA Family Office
Colorado
– -$135K -1,804 Closed
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