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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.

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
1
CAPTRUST Financial Advisors
North Carolina
$143M
2
Comerica Bank
2
Comerica Bank
Texas
$15.7M
3
Ameriprise
3
Ameriprise
Minnesota
$107M
4
MMEA
4
Main Management ETF Advisors
California
$186M
5
AWM
5
Apollon Wealth Management
South Carolina
$10.3M

Top Sellers

1
WIA
1
World Investment Advisors
California
$3.8M
2
LPL Financial
2
LPL Financial
California
$69.6M
3
Lido Advisors
3
Lido Advisors
California
$17.8M
4
JF
4
JSF Financial
California
$468K
5
Wells Fargo
5
Wells Fargo
California
$579M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$579M 8,008,482 -147,052 -2%
Morgan Stanley
2
Morgan Stanley
New York
$476M 6,589,318 -11,119 -0.2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$254M 3,516,909 +124,930 +4%
Bank of America
4
Bank of America
North Carolina
$235M 3,247,308 +44,913 +1%
Goldman Sachs
5
Goldman Sachs
New York
$225M 3,118,181 +3,011 +0.1%
MMEA
6
Main Management ETF Advisors
California
$186M 2,572,400 +130,800 +5%
UBS Group
7
UBS Group
Switzerland
$146M 2,026,234 +37,374 +2%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$146M 2,019,786 -4,426 -0.2%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$143M 1,975,991 +226,702 +13%
Financial Engines Advisors
10
Financial Engines Advisors
California
$120M 1,660,170 -42,230 -2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$115M 1,594,836 -26,858 -2%
Ameriprise
12
Ameriprise
Minnesota
$107M 1,480,379 +192,119 +15%
RJA
13
Raymond James & Associates
Florida
$71.6M 991,152 +515 +0.1%
DADC
14
D.A. Davidson & Co
Montana
$71.1M 983,906 +11,072 +1%
LPL Financial
15
LPL Financial
California
$69.6M 962,961 -210,622 -18%
MM
16
Main Management
California
$60.3M 834,750 +1,145 +0.1%
Northern Trust
17
Northern Trust
Illinois
$58.3M 807,722 +5,117 +0.6%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$57.4M 794,142 +604 +0.1%
MCM
19
MAI Capital Management
Ohio
$56.1M 776,292 -5,380 -0.7%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$51.7M 715,111 -4,905 -0.7%
WSFS
21
Wilmington Savings Fund Society
Delaware
$45.6M 630,863 -32,074 -5%
KeyBank National Association
22
KeyBank National Association
Ohio
$45.3M 627,155 -2,736 -0.4%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$45.2M 605,188 -14,390 -2%
WJA
24
Willis Johnson & Associates
Texas
$42.1M 583,262 +18,844 +3%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$41.7M 577,088 +13,391 +2%
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