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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 %
BFM
76
Broadview Financial Management
Wisconsin
$8.24M -$67.2K -896 -0.8%
EH
77
Equitable Holdings
New York
$8.22M +$108K +1,441 +1%
CFB
78
Cullen/Frost Bankers
Texas
$7.87M +$1.11M +14,795 +16%
KAS
79
Kestra Advisory Services
Texas
$7.79M -$2.68M -35,694 -26%
Cambridge Investment Research Advisors
80
Cambridge Investment Research Advisors
Iowa
$7.62M -$2.93M -39,068 -28%
FHB
81
First Hawaiian Bank
Hawaii
$7.22M -$495K -6,594 -6%
GLA
82
Great Lakes Advisors
Illinois
$7.18M +$112K +1,492 +2%
PAG
83
Private Advisor Group
New Jersey
$7.04M +$43.3K +574 +0.6%
MCCA
84
Mill Creek Capital Advisors
Pennsylvania
$6.57M – – –
FPFS
85
First Personal Financial Services
North Carolina
$6.43M -$116K -1,540 -2%
JFA
86
JNBA Financial Advisors
Minnesota
$6.24M -$18.1K -241 -0.3%
DI
87
DDFG Inc
California
$6.21M +$40.7K +543 +0.7%
MBTD
88
Mechanics Bank - Trust Department
California
$6.14M -$16.5K -220 -0.3%
CA
89
Centerpoint Advisors
Massachusetts
$6.14M -$143K -1,910 -2%
CCM
90
Coldstream Capital Management
Washington
$6.08M +$53.1K +708 +0.9%
GIM
91
Goelzer Investment Management
Indiana
$6.01M -$45.8K -611 -0.8%
ABC
92
Associated Banc-Corp
Wisconsin
$5.87M +$502K +6,698 +9%
FCFC
93
First Citizens Financial Corp
Iowa
$5.84M +$5.84M +77,818 New
GT
94
Greenleaf Trust
Michigan
$5.63M -$81.8K -1,091 -1%
MWA
95
MFA Wealth Advisors
Pennsylvania
$5.62M +$248K +3,307 +5%
RIG
96
Ramiah Investment Group
Wisconsin
$5.57M +$5.57M +74,255 New
AAS
97
Avantax Advisory Services
Texas
$5.56M +$578K +7,709 +12%
M&T Bank
98
M&T Bank
New York
$5.56M -$230K -3,066 -4%
RA
99
Rodgers & Associates
Pennsylvania
$5.32M -$900 -12 -0%
PRS
100
Pinkerton Retirement Specialists
Idaho
$5.29M -$1.11M -14,795 -17%
2 3
4
5 6