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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
+$16.4M
2
Comerica Bank
Comerica Bank
Texas
+$15.7M
3
Ameriprise
Ameriprise
Minnesota
+$13.9M
4
MMEA
Main Management ETF Advisors
California
+$9.45M
5
AWM
Apollon Wealth Management
South Carolina
+$9.43M

Top Sellers

1
WIA
World Investment Advisors
California
-$21.8M
2
LPL Financial
LPL Financial
California
-$15.2M
3
Lido Advisors
Lido Advisors
California
-$12.9M
4
JF
JSF Financial
California
-$12.5M
5
Wells Fargo
Wells Fargo
California
-$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
176
Advisornet Financial
Minnesota
$1.98M -$261K -3,606 -12%
OCM
177
One Capital Management
California
$1.93M +$228K +3,155 +13%
EDRIA
178
Edmonds Duncan Registered Investment Advisors
Kansas
$1.88M +$12.2K +169 +0.7%
SWP
179
Stratos Wealth Partners
Ohio
$1.87M -$260K -3,605 -12%
BOS
180
Bank of Stockton
California
$1.87M -$64K -935 -3%
UWPG
181
Ullmann Wealth Partners Group
Florida
$1.85M -$3.03K -42 -0.2%
DL
182
DOHJ LLC
Washington
$1.85M +$1.85M +25,931 New
TPCW
183
TD Private Client Wealth
New York
$1.8M +$685K +9,485 +61%
HIS
184
Harvest Investment Services
Illinois
$1.8M +$1.28M +17,718 +248%
FMII
185
Farmers & Merchants Investments Inc
Nebraska
$1.77M -$2.67K -37 -0.2%
WG
186
Watchman Group
Texas
$1.77M +$503K +6,964 +40%
BCM
187
Brookstone Capital Management
Illinois
$1.76M +$725K +10,288 +70%
PRWA
188
Platte River Wealth Advisors
Colorado
$1.76M – – –
PPC
189
Park Place Capital
Alabama
$1.76M -$34K -471 -2%
CIBC Private Wealth Group
190
CIBC Private Wealth Group
Georgia
$1.75M – – –
TCMP
191
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.74M +$308K +4,261 +22%
FAIM
192
Financial Advocates Investment Management
Washington
$1.72M +$29.6K +410 +2%
OC
193
Oppenheimer & Co
New York
$1.71M +$6.57K +91 +0.4%
GWM
194
GSB Wealth Management
Connecticut
$1.67M +$124K +1,718 +8%
SFB
195
STAR Financial Bank
Indiana
$1.67M – – –
CTC
196
Corundum Trust Company
South Dakota
$1.65M -$325K -4,500 -16%
WWM
197
Windsor Wealth Management
Indiana
$1.63M -$23.3K -322 -1%
HF
198
HRT Financial
New York
$1.63M +$917K +12,696 +129%
RCAG
199
Rehmann Capital Advisory Group
Michigan
$1.62M -$75K -1,038 -4%
AA
200
Alesco Advisors
New York
$1.61M – – –
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