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

725 hedge funds and large institutions have $5.23B invested in iShares S&P Mid-Cap 400 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 211 increasing their positions, 227 reducing their positions, and 42 closing their positions.

Holders
725
Holders Change
+9
Holders Change %
+1.26%
% of All Funds
11.44%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.36%
New
57
Increased
211
Reduced
227
Closed
42
Calls
$1.07M
Puts
$390K
Net Calls
+$683K
Net Calls Change
+$790K

Top Buyers

1
SAF
1
Smith Anglin Financial
Texas
$39.7M
2
Cerity Partners
2
Cerity Partners
New York
$29.9M
3
LPL Financial
3
LPL Financial
California
$88M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$131M
5
MMEA
5
Main Management ETF Advisors
California
$183M

Top Sellers

1
TWM
1
Tanglewood Wealth Management
Texas
$0
2
Wells Fargo
2
Wells Fargo
California
$612M
3
Bank of America
3
Bank of America
North Carolina
$240M
4
WSFS
4
Wilmington Savings Fund Society
Delaware
$49.7M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$42.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$612M 8,155,534 -425,596 -5%
Morgan Stanley
2
Morgan Stanley
New York
$495M 6,600,437 -81,010 -1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$254M 3,391,979 -199,592 -6%
Bank of America
4
Bank of America
North Carolina
$240M 3,202,395 -369,760 -10%
Goldman Sachs
5
Goldman Sachs
New York
$234M 3,115,170 -21,244 -0.7%
MMEA
6
Main Management ETF Advisors
California
$183M 2,441,600 +152,600 +7%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$152M 2,024,212 -11,460 -0.6%
UBS Group
8
UBS Group
Switzerland
$149M 1,988,860 +141,112 +8%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$131M 1,749,289 +275,165 +19%
Financial Engines Advisors
10
Financial Engines Advisors
California
$128M 1,702,400 -16,767 -1%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$122M 1,621,694 +91,273 +6%
Ameriprise
12
Ameriprise
Minnesota
$96.5M 1,288,260 +26,223 +2%
LPL Financial
13
LPL Financial
California
$88M 1,173,583 +291,713 +33%
RJA
14
Raymond James & Associates
Florida
$74.3M 990,637 -72,204 -7%
DADC
15
D.A. Davidson & Co
Montana
$73M 972,834 +28,188 +3%
MM
16
Main Management
California
$62.5M 833,605 +12,647 +2%
Northern Trust
17
Northern Trust
Illinois
$60.2M 802,605 -12,225 -2%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$59.5M 793,538 +3,434 +0.4%
MCM
19
MAI Capital Management
Ohio
$58.6M 781,672 -4,270 -0.5%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$54M 720,016 +27,714 +4%
WSFS
21
Wilmington Savings Fund Society
Delaware
$49.7M 662,937 -323,809 -33%
KeyBank National Association
22
KeyBank National Association
Ohio
$47.2M 629,891 -2,835 -0.4%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$46.6M 619,578 -27,468 -4%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$44.4M 591,685 -36,082 -6%
WJA
25
Willis Johnson & Associates
Texas
$42.3M 564,418 +16,808 +3%
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