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

716 hedge funds and large institutions have $4.93B invested in iShares S&P Mid-Cap 400 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 211 increasing their positions, 228 reducing their positions, and 36 closing their positions.

Holders
716
Holders Change
+23
Holders Change %
+3.32%
% of All Funds
11.46%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.35%
New
77
Increased
211
Reduced
228
Closed
36
Calls
$136K
Puts
$243K
Net Calls
-$107K
Net Calls Change
-$285K

Top Buyers

1
MMEA
1
Main Management ETF Advisors
California
$164M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$105M
3
WIA
3
World Investment Advisors
California
$24.4M
4
SC
4
Savant Capital
Illinois
$21.3M
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$11.8M

Top Sellers

1
TA
1
Tiedemann Advisors
New York
$30.1M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$17.3M
3
Bank of America
3
Bank of America
North Carolina
$255M
4
Wells Fargo
4
Wells Fargo
California
$614M
5
CCWM
5
Cassaday & Co Wealth Management
Virginia
$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
101
United Capital Financial Advisors
Texas
$4.54M +$4.15K +58 +0.1%
OFS
102
Oldfather Financial Services
Nebraska
$4.47M +$362K +5,066 +9%
SCM
103
Sandler Capital Management
New York
$4.43M +$4.43M +62,000 New
GPA
104
Guidance Point Advisors
Massachusetts
$4.41M +$9.87K +138 +0.2%
WAM
105
Weinberger Asset Management
California
$4.41M -$206K -2,887 -4%
BMCM
106
Bryn Mawr Capital Management
Pennsylvania
$4.29M -$160K -2,236 -4%
AMG
107
Asset Management Group
Connecticut
$4.28M +$3.15K +44 +0.1%
FBB
108
Fulton Breakefield Broenniman
Maryland
$4.25M -$73.9K -1,034 -2%
GW
109
GW & Wade
Massachusetts
$4.23M +$244K +3,408 +6%
CFO
110
Callan Family Office
Pennsylvania
$4.17M +$1.36M +19,028 +49%
SEIA
111
Signature Estate & Investment Advisors
California
$4.15M +$496K +6,936 +14%
AWS
112
Atria Wealth Solutions
New York
$4.14M +$102K +1,429 +3%
AWM
113
AE Wealth Management
Kansas
$4.14M -$813K -11,370 -16%
HWM
114
HB Wealth Management
Georgia
$4.11M -$26.1K -365 -0.6%
PWP
115
Perfromance Wealth Partners
Illinois
$4.08M -$269K -3,767 -6%
CAM
116
Cresset Asset Management
Illinois
$4.05M -$3.11M -43,442 -43%
SC
117
Slow Capital
California
$4.01M -$138K -1,926 -3%
JWA
118
JFS Wealth Advisors
Pennsylvania
$3.89M +$62.3K +871 +2%
BCM
119
Becker Capital Management
Oregon
$3.85M +$3.85M +53,772 New
SS
120
Sunbelt Securities
Texas
$3.77M -$337K -4,791 -8%
CWM
121
Cranbrook Wealth Management
Michigan
$3.73M +$10.1K +141 +0.3%
SPC
122
Sigma Planning Corp
Michigan
$3.71M +$1.18M +16,499 +47%
CIAS
123
CFS Investment Advisory Services
New Jersey
$3.5M +$3.5M +48,977 New
Bessemer Group
124
Bessemer Group
New Jersey
$3.43M -$2.21M -30,945 -39%
LC
125
LTG Capital
Massachusetts
$3.43M -$16.4K -229 -0.5%
3 4
5
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