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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
$164M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$105M
3
WIA
World Investment Advisors
California
$24.4M
4
SC
Savant Capital
Illinois
$21.3M
5
IWC
Integrated Wealth Concepts
Massachusetts
$11.8M

Top Sellers

1
TA
Tiedemann Advisors
New York
$30.1M
2
HighTower Advisors
HighTower Advisors
Illinois
$17.3M
3
Bank of America
Bank of America
North Carolina
$255M
4
Wells Fargo
Wells Fargo
California
$614M
5
CCWM
Cassaday & Co Wealth Management
Virginia
$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
NAM
201
NTV Asset Management
West Virginia
$1.29M -$57.2K -800 -4%
PMG
202
ProVise Management Group
Florida
$1.28M +$502K +7,024 +64%
CWM
203
C2C Wealth Management
Arizona
$1.28M – – –
MPWT
204
MassMutual Private Wealth & Trust
Connecticut
$1.27M +$470K +6,566 +58%
PSCM
205
Per Stirling Capital Management
Texas
$1.25M +$210K +2,934 +20%
PTC
206
Private Trust Company
Ohio
$1.24M – – –
SFG
207
StrategIQ Financial Group
Indiana
$1.23M -$11.7K -164 -0.9%
TC
208
TAGStone Capital
North Carolina
$1.23M +$214 +3 +0%
AFG
209
Allegheny Financial Group
Pennsylvania
$1.22M +$44.6K +623 +4%
GT
210
Glenmede Trust
Pennsylvania
$1.22M +$232K +3,245 +24%
TCOV
211
Trust Company of Vermont
Vermont
$1.21M -$1K -14 -0.1%
IAIM
212
International Assets Investment Management
Florida
$1.21M -$215K -3,002 -15%
HCA
213
Heck Capital Advisors
Wisconsin
$1.2M +$5.36K +75 +0.4%
AHC
214
Anderson Hoagland & Co
Missouri
$1.19M – – –
WANY
215
Wealthspire Advisors (New York)
New York
$1.18M – – –
TPCW
216
TD Private Client Wealth
New York
$1.18M +$166K +2,323 +16%
ANTB
217
AMG National Trust Bank
Colorado
$1.18M -$81K -1,132 -6%
Citigroup
218
Citigroup
New York
$1.16M -$55.1K -771 -5%
KA
219
Kozak & Associates
Colorado
$1.16M +$3.08K +43 +0.3%
SI
220
Stephens Inc
Arkansas
$1.16M +$94.6K +1,323 +9%
SBH
221
Segall Bryant & Hamill
Illinois
$1.15M -$173K -2,423 -13%
IA
222
IFP Advisors
Florida
$1.14M -$163K -1,489 -13%
EIP
223
Ellis Investment Partners
Pennsylvania
$1.14M +$8.44K +118 +0.7%
NFG
224
Nations Financial Group
Iowa
$1.14M -$37.4K -523 -3%
SG
225
Somerset Group
Minnesota
$1.12M -$8.15K -114 -0.7%
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