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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
+$55.3M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$23.9M
3
WIA
World Investment Advisors
California
+$22.2M
4
SC
Savant Capital
Illinois
+$20.6M
5
IWC
Integrated Wealth Concepts
Massachusetts
+$11.6M

Top Sellers

1
TA
Tiedemann Advisors
New York
-$43.5M
2
HighTower Advisors
HighTower Advisors
Illinois
-$23.7M
3
Bank of America
Bank of America
North Carolina
-$21.4M
4
Wells Fargo
Wells Fargo
California
-$21M
5
CCWM
Cassaday & Co Wealth Management
Virginia
-$11.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Trust Advisors
176
First Trust Advisors
Illinois
$1.67M -$626K -8,757 -27%
SFB
177
STAR Financial Bank
Indiana
$1.65M – – –
WWM
178
Windsor Wealth Management
Indiana
$1.63M -$213K -3,007 -12%
OC
179
Oppenheimer & Co
New York
$1.62M -$207K -2,894 -11%
AA
180
Alesco Advisors
New York
$1.6M -$157K -2,200 -9%
AFC
181
AFT Forsyth & Company
Florida
$1.58M +$572 +8 +0%
DIP
182
Davis Investment Partners
North Carolina
$1.55M – – –
CA
183
Clearstead Advisors
Ohio
$1.54M -$151K -2,107 -9%
FWMM
184
Foundation Wealth Management (Missouri)
Missouri
$1.5M -$150K -2,091 -9%
AB
185
Atlas Brown
Kentucky
$1.5M -$35.3K -494 -2%
EWA
186
ERTS Wealth Advisors
Michigan
$1.49M -$9.8K -137 -0.7%
PA
187
PFG Advisors
Arizona
$1.48M -$131K -1,832 -8%
FHA
188
First Horizon Advisors
Tennessee
$1.46M +$71.9K +1,005 +5%
OCM
189
One Capital Management
California
$1.46M -$127K -1,781 -8%
YIA
190
YHB Investment Advisors
Connecticut
$1.46M – – –
TCMP
191
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.46M -$45.5K -646 -3%
RJT
192
Raymond James Trust
Florida
$1.44M -$79.6K -1,113 -5%
RB
193
Renasant Bank
Mississippi
$1.44M -$43.9K -614 -3%
MWM
194
Maltin Wealth Management
New Jersey
$1.44M +$42.8K +598 +3%
TIA
195
Tiemann Investment Advisors
California
$1.4M -$33.4K -467 -2%
STA
196
Summit Trail Advisors
New York
$1.4M -$13.4K -187 -0.9%
Franklin Resources
197
Franklin Resources
California
$1.36M -$5.65K -79 -0.4%
CCB
198
Country Club Bank
Missouri
$1.36M – – –
Natixis Advisors
199
Natixis Advisors
Massachusetts
$1.3M +$82.8K +1,158 +7%
CAG
200
Crestwood Advisors Group
Massachusetts
$1.3M -$9.87K -138 -0.8%
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