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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 %
APP
151
Avantax Planning Partners
Iowa
$2.61M -$46.8K -648 -2%
SSW
152
Smith Shellnut Wilson
Mississippi
$2.59M -$31.2K -432 -1%
FCI
153
Financial Counselors Inc
Kansas
$2.49M +$297K +4,106 +14%
RPGK
154
Retirement Planning Group (Kansas)
Kansas
$2.44M +$33.8K +468 +1%
PMG
155
ProVise Management Group
Florida
$2.43M +$528K +7,304 +28%
CAG
156
Csenge Advisory Group
Florida
$2.37M -$461K -6,382 -16%
PSCM
157
Per Stirling Capital Management
Texas
$2.37M +$499K +6,906 +27%
TRIA
158
Trail Ridge Investment Advisors
Colorado
$2.36M +$46.6K +645 +2%
ITB
159
Idaho Trust Bank
Idaho
$2.35M +$102K +1,414 +5%
CB
160
Commerce Bank
Missouri
$2.35M -$43.9K -608 -2%
Bessemer Group
161
Bessemer Group
New Jersey
$2.35M -$1.12M -15,530 -32%
SWM
162
Segment Wealth Management
Texas
$2.29M – – –
DBIA
163
Dumont & Blake Investment Advisors
New Jersey
$2.29M +$47.3K +655 +2%
FTS
164
Fifth Third Securities
Ohio
$2.27M +$55.1K +760 +2%
William Blair & Company
165
William Blair & Company
Illinois
$2.27M -$59.2K -820 -3%
SCM
166
Stordahl Capital Management
Colorado
$2.25M +$146K +2,024 +7%
MML Investors Services
167
MML Investors Services
Massachusetts
$2.21M -$50.1K -693 -2%
VW
168
Vance Wealth
California
$2.19M +$47.9K +663 +2%
DC
169
Darrow Company
Massachusetts
$2.16M – – –
MWM
170
Meridian Wealth Management
Kentucky
$2.16M +$470K +6,505 +28%
IF
171
Ironwood Financial
Arizona
$2.15M -$32.6K -451 -1%
SIA
172
Soltis Investment Advisors
Utah
$2.15M +$117K +1,622 +6%
ASN
173
Advisory Services Network
Georgia
$2.14M -$102K -1,414 -5%
SWM
174
Spire Wealth Management
Virginia
$2.14M -$55.2K -764 -3%
FHC
175
First Heartland Consultants
Missouri
$2.04M +$703K +9,734 +53%
5 6
7
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