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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.

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

Top Sellers

1
TA
Tiedemann Advisors
New York
$30.1M
2
HighTower Advisors
HighTower Advisors
Illinois
$17.3M
3
Bank of America
Bank of America
North Carolina
$255M
4
Wells Fargo
Wells Fargo
California
$614M
5
CCWM
Cassaday & Co Wealth Management
Virginia
$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MGIA
126
Moneta Group Investment Advisors
Missouri
$3.35M +$381K +5,327 +13%
MA
127
Mutual Advisors
Nebraska
$3.33M +$2.9M +40,569 +680%
Corient Private Wealth
128
Corient Private Wealth
Florida
$3.18M -$1.36M -19,010 -30%
EE
129
EWG Elevate
California
$3.15M +$3.15M +44,088 New
NCM
130
Neumann Capital Management
California
$3.14M -$14.3K -200 -0.5%
CAG
131
Csenge Advisory Group
Florida
$3.14M -$863K -12,063 -22%
UB
132
UMB Bank
Missouri
$3.12M -$183K -2,560 -6%
MWM
133
Meridian Wealth Management
Kentucky
$3.06M -$128K -1,794 -4%
EF
134
Empowered Funds
Pennsylvania
$3.02M +$3.02M +42,230 New
USCWA
135
U.S. Capital Wealth Advisors
Texas
$3.01M -$4.93K -69 -0.2%
BFG
136
Barber Financial Group
Kansas
$2.91M +$2.91M +40,663 New
MML Investors Services
137
MML Investors Services
Massachusetts
$2.83M +$2.58K +36 +0.1%
FAIM
138
Financial Advocates Investment Management
Washington
$2.78M +$233K +3,260 +9%
ATPW
139
Ashton Thomas Private Wealth
Arizona
$2.78M +$556K +7,778 +25%
SSB
140
Sandy Spring Bank
Maryland
$2.68M +$103K +1,441 +4%
APP
141
Avantax Planning Partners
Iowa
$2.65M -$222K -3,111 -8%
SSW
142
Smith Shellnut Wilson
Mississippi
$2.61M -$572 -8 -0%
PFG
143
Pacific Financial Group
Washington
$2.59M -$9.73K -136 -0.4%
FHC
144
First Heartland Consultants
Missouri
$2.46M +$1.32M +18,518 +116%
CB
145
Commerce Bank
Missouri
$2.43M -$5.36K -75 -0.2%
VW
146
Vance Wealth
California
$2.4M +$16.5K +231 +0.7%
SAF
147
Smith Anglin Financial
Texas
$2.34M +$575K +8,046 +33%
RPGK
148
Retirement Planning Group (Kansas)
Kansas
$2.33M -$315K -4,411 -12%
William Blair & Company
149
William Blair & Company
Illinois
$2.33M -$9.01K -126 -0.4%
TRIA
150
Trail Ridge Investment Advisors
Colorado
$2.31M -$149K -2,089 -6%
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