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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.

New
Increased
Maintained
Reduced
Closed
Holders
725
Holders Change
+9
Holders Change %
+1.26%
% of All Funds
11.43%
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
Smith Anglin Financial
Texas
$39.7M
2
Cerity Partners
Cerity Partners
New York
$29.9M
3
LPL Financial
LPL Financial
California
$88M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$131M
5
MMEA
Main Management ETF Advisors
California
$183M

Top Sellers

1
TWM
Tanglewood Wealth Management
Texas
$0
2
Wells Fargo
Wells Fargo
California
$612M
3
Bank of America
Bank of America
North Carolina
$240M
4
WSFS
Wilmington Savings Fund Society
Delaware
$49.7M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$42.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ATPW
126
Ashton Thomas Private Wealth
Arizona
$3.71M +$803K +10,703 +28%
CIAS
127
CFS Investment Advisory Services
New Jersey
$3.63M -$40.6K -541 -1%
SPC
128
Sigma Planning Corp
Michigan
$3.61M -$281K -3,742 -7%
Bessemer Group
129
Bessemer Group
New Jersey
$3.6M – – –
LC
130
LTG Capital
Massachusetts
$3.58M -$19.1K -255 -0.5%
SCM
131
Sandler Capital Management
New York
$3.56M -$1.09M -14,539 -23%
Mercer Global Advisors
132
Mercer Global Advisors
Colorado
$3.38M +$1.5M +20,002 +80%
NCM
133
Neumann Capital Management
California
$3.29M – – –
UB
134
UMB Bank
Missouri
$3.26M -$11K -146 -0.3%
USCWA
135
U.S. Capital Wealth Advisors
Texas
$3.13M -$25.1K -335 -0.8%
SSB
136
Sandy Spring Bank
Maryland
$3.05M +$240K +3,197 +9%
EE
137
EWG Elevate
California
$3.01M -$295K -3,930 -9%
MSA
138
McAlister Sweet & Associates
Texas
$2.94M +$2.94M +39,215 New
CAG
139
Csenge Advisory Group
Florida
$2.94M -$351K -4,677 -11%
Corient Private Wealth
140
Corient Private Wealth
Florida
$2.88M -$451K -6,014 -14%
PFG
141
Pacific Financial Group
Washington
$2.8M +$78.3K +1,044 +3%
APP
142
Avantax Planning Partners
Iowa
$2.76M -$16.2K -216 -0.6%
SSW
143
Smith Shellnut Wilson
Mississippi
$2.72M -$23.6K -314 -0.9%
RPGK
144
Retirement Planning Group (Kansas)
Kansas
$2.5M +$53.3K +711 +2%
CB
145
Commerce Bank
Missouri
$2.48M -$67.1K -895 -3%
CCFM
146
Clear Creek Financial Management
Washington
$2.43M +$2.43M +32,410 New
William Blair & Company
147
William Blair & Company
Illinois
$2.42M -$26K -347 -1%
TRIA
148
Trail Ridge Investment Advisors
Colorado
$2.4M -$17.9K -238 -0.7%
SWM
149
Segment Wealth Management
Texas
$2.38M – – –
MML Investors Services
150
MML Investors Services
Massachusetts
$2.34M -$623K -8,305 -21%
4 5
6
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