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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 %
OFS
101
Oldfather Financial Services
Nebraska
$4.91M +$216K +2,882 +5%
9WM
102
9258 Wealth Management
Ohio
$4.84M -$3.47M -46,317 -42%
UCFA
103
United Capital Financial Advisors
Texas
$4.74M -$16.4K -218 -0.3%
AWS
104
Atria Wealth Solutions
New York
$4.65M +$301K +4,016 +7%
GPA
105
Guidance Point Advisors
Massachusetts
$4.63M +$8.25K +110 +0.2%
PCTC
106
Perkins Coie Trust Company
Washington
$4.62M -$141K -1,877 -3%
GW
107
GW & Wade
Massachusetts
$4.56M +$120K +1,598 +3%
BMCM
108
Bryn Mawr Capital Management
Pennsylvania
$4.51M +$12.8K +171 +0.3%
AMG
109
Asset Management Group
Connecticut
$4.49M +$675 +9 +0%
CAM
110
Cresset Asset Management
Illinois
$4.47M +$222K +2,964 +5%
JWA
111
JFS Wealth Advisors
Pennsylvania
$4.41M +$338K +4,504 +8%
FBB
112
Fulton Breakefield Broenniman
Maryland
$4.4M -$57.9K -772 -1%
WAM
113
Weinberger Asset Management
California
$4.4M -$220K -2,936 -5%
SEIA
114
Signature Estate & Investment Advisors
California
$4.37M +$18.9K +252 +0.4%
CFO
115
Callan Family Office
Pennsylvania
$4.37M +$1.35K +18 +0%
SC
116
Slow Capital
California
$4.31M +$110K +1,460 +3%
HWM
117
HB Wealth Management
Georgia
$4.3M -$14K -187 -0.3%
EWA
118
EP Wealth Advisors
California
$4.16M +$2.25M +7,403 +118%
SS
119
Sunbelt Securities
Texas
$4.08M +$60.2K +802 +1%
AWM
120
AE Wealth Management
Kansas
$4.07M -$276K -3,682 -6%
BCM
121
Becker Capital Management
Oregon
$4.03M – – –
PWP
122
Perfromance Wealth Partners
Illinois
$3.94M -$312K -4,190 -7%
CWM
123
Cranbrook Wealth Management
Michigan
$3.88M -$37.1K -494 -0.9%
MGIA
124
Moneta Group Investment Advisors
Missouri
$3.85M +$333K +4,437 +9%
Janney Montgomery Scott
125
Janney Montgomery Scott
Pennsylvania
$3.82M -$1.28M -17,091 -25%
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