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

797 hedge funds and large institutions have $6.42B invested in iShares S&P Mid-Cap 400 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 228 increasing their positions, 231 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
797
Holders Change
+67
Holders Change %
+9.18%
% of All Funds
11.68%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.37%
New
111
Increased
228
Reduced
231
Closed
32
Calls
$968K
Puts
–
Net Calls
+$968K
Net Calls Change
+$516K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.06B
2
UFF
USA Financial Formulas
Michigan
$66.7M
3
Bank of America
Bank of America
North Carolina
$295M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$67.6M
5
WIA
World Investment Advisors
California
$31.4M

Top Sellers

1
SAF
Smith Anglin Financial
Texas
$896K
2
AAP
Arax Advisory Partners
Colorado
$695K
3
Wells Fargo
Wells Fargo
California
$618M
4
AWM
Apollon Wealth Management
South Carolina
$1.59M
5
HNB
Huntington National Bank
Ohio
$8.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
NPFS
226
Novak & Powell Financial Services
Florida
$1.45M +$1.45M +18,417 New
UBV
227
United Bank (Virginia)
Virginia
$1.45M +$40.2K +508 +3%
GT
228
Glenmede Trust
Pennsylvania
$1.41M – – –
AF
229
Advisornet Financial
Minnesota
$1.41M -$763K -9,628 -35%
WANY
230
Wealthspire Advisors (New York)
New York
$1.4M -$24.4K -308 -2%
AFG
231
Allegheny Financial Group
Pennsylvania
$1.38M -$5.15K -65 -0.4%
NAM
232
NTV Asset Management
West Virginia
$1.33M -$27.7K -350 -2%
MPWT
233
MassMutual Private Wealth & Trust
Connecticut
$1.33M +$45.4K +573 +4%
RWA
234
River Wealth Advisors
Pennsylvania
$1.33M +$211K +2,663 +19%
KWM
235
Kingsview Wealth Management
Oregon
$1.33M +$316K +3,986 +31%
HW
236
Hancock Whitney
Mississippi
$1.32M -$315K -3,976 -19%
HCA
237
Heck Capital Advisors
Wisconsin
$1.29M -$33.4K -421 -3%
AHC
238
Anderson Hoagland & Co
Missouri
$1.29M – – –
EIP
239
Ellis Investment Partners
Pennsylvania
$1.28M +$14.3K +180 +1%
TCOV
240
Trust Company of Vermont
Vermont
$1.28M -$68.8K -868 -5%
PTC
241
Private Trust Company
Ohio
$1.27M -$4.2K -53 -0.3%
IAIM
242
International Assets Investment Management
Florida
$1.26M -$115K -1,446 -8%
SG
243
Somerset Group
Minnesota
$1.26M +$40.2K +508 +3%
SFG
244
StrategIQ Financial Group
Indiana
$1.26M -$10.1K -127 -0.8%
TC
245
TAGStone Capital
North Carolina
$1.24M -$13.1K -166 -1%
SI
246
Stephens Inc
Arkansas
$1.24M +$79.6K +1,005 +7%
MA
247
MONECO Advisors
Connecticut
$1.23M +$2.14K +27 +0.2%
KA
248
Kozak & Associates
Colorado
$1.22M -$21.3K -274 -2%
AllianceBernstein
249
AllianceBernstein
Tennessee
$1.22M +$171K +2,155 +16%
VCA
250
Verdence Capital Advisors
Maryland
$1.21M – – –
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