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

730 hedge funds and large institutions have $5.09B invested in iShares S&P Mid-Cap 400 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 187 increasing their positions, 237 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
730
Holders Change
+5
Holders Change %
+0.69%
% of All Funds
11.64%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.38%
New
56
Increased
187
Reduced
237
Closed
39
Calls
$820K
Puts
$368K
Net Calls
+$452K
Net Calls Change
-$231K

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$143M
2
Comerica Bank
Comerica Bank
Texas
$15.7M
3
Ameriprise
Ameriprise
Minnesota
$107M
4
MMEA
Main Management ETF Advisors
California
$186M
5
AWM
Apollon Wealth Management
South Carolina
$10.3M

Top Sellers

1
WIA
World Investment Advisors
California
$3.8M
2
LPL Financial
LPL Financial
California
$69.6M
3
Lido Advisors
Lido Advisors
California
$17.8M
4
JF
JSF Financial
California
$468K
5
Wells Fargo
Wells Fargo
California
$579M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIA
126
World Investment Advisors
California
$3.8M -$21.8M -301,021 -85%
ATPW
127
Ashton Thomas Private Wealth
Arizona
$3.79M +$214K +2,964 +6%
9WM
128
9258 Wealth Management
Ohio
$3.74M -$922K -12,762 -20%
PWP
129
Perfromance Wealth Partners
Illinois
$3.73M -$95.5K -1,322 -2%
Corient Private Wealth
130
Corient Private Wealth
Florida
$3.71M +$935K +12,945 +34%
SC
131
Slow Capital
California
$3.69M -$472K -6,519 -11%
CA
132
Clearstead Advisors
Ohio
$3.56M +$1.94M +26,868 +120%
CWM
133
Cranbrook Wealth Management
Michigan
$3.52M -$211K -2,918 -6%
CIAS
134
CFS Investment Advisory Services
New Jersey
$3.39M -$105K -1,452 -3%
LC
135
LTG Capital
Massachusetts
$3.38M -$69.4K -960 -2%
Janney Montgomery Scott
136
Janney Montgomery Scott
Pennsylvania
$3.35M -$335K -4,639 -9%
MSA
137
McAlister Sweet & Associates
Texas
$3.24M +$411K +5,683 +14%
SSB
138
Sandy Spring Bank
Maryland
$3.24M +$303K +4,195 +10%
CWM
139
Circle Wealth Management
New Jersey
$3.18M +$3.18M +44,000 New
CCFM
140
Clear Creek Financial Management
Washington
$3.14M +$800K +11,075 +34%
UB
141
UMB Bank
Missouri
$3.13M -$17.1K -237 -0.5%
NCM
142
Neumann Capital Management
California
$3.09M -$79.5K -1,100 -3%
USCWA
143
U.S. Capital Wealth Advisors
Texas
$3.04M +$31.5K +436 +1%
Jane Street
144
Jane Street
New York
$3.04M +$2.59M +35,885 +582%
FTUS
145
Flow Traders U.S.
New York
$2.94M +$948K +13,119 +47%
PFO
146
Pathstone Family Office
New Jersey
$2.81M +$2.56M +35,426 +1,009%
Wealth Enhancement Advisory Services
147
Wealth Enhancement Advisory Services
Minnesota
$2.74M +$2.5M +34,652 +1,048%
PFG
148
Pacific Financial Group
Washington
$2.7M +$5.78K +80 +0.2%
Mercer Global Advisors
149
Mercer Global Advisors
Colorado
$2.69M -$564K -7,809 -17%
DWA
150
Dorsey Wright & Associates
California
$2.62M +$2.62M +36,308 New
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