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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
+$533M
2
UFF
USA Financial Formulas
Michigan
+$66.7M
3
Bank of America
Bank of America
North Carolina
+$37.4M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$32.6M
5
WIA
World Investment Advisors
California
+$27.3M

Top Sellers

1
SAF
Smith Anglin Financial
Texas
-$42.4M
2
AAP
Arax Advisory Partners
Colorado
-$22M
3
Wells Fargo
Wells Fargo
California
-$16.6M
4
AWM
Apollon Wealth Management
South Carolina
-$9.75M
5
HNB
Huntington National Bank
Ohio
-$7.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
RDFA
251
Ritter Daniher Financial Advisory
Ohio
$1.21M +$521K +6,573 +76%
CT
252
Columbia Trust
Oregon
$1.2M +$706K +8,913 +142%
DIA
253
Dana Investment Advisors
Wisconsin
$1.2M +$214K +2,701 +22%
YIA
254
YHB Investment Advisors
Connecticut
$1.2M -$364K -4,595 -23%
MWM
255
Meridian Wealth Management
Kentucky
$1.19M -$1.18M -14,873 -50%
TFF
256
The Family Firm
Maryland
$1.17M +$8.24K +104 +0.7%
LIA
257
LBMC Investment Advisors
Tennessee
$1.15M +$1.11K +14 +0.1%
WMWM
258
Whitaker-Myers Wealth Managers
Ohio
$1.15M -$21.2K -268 -2%
OIA
259
OneDigital Investment Advisors
Kansas
$1.15M +$63.2K +798 +6%
CHA
260
Carmichael Hill & Associates
Maryland
$1.14M -$20.7K -261 -2%
ANTB
261
AMG National Trust Bank
Colorado
$1.14M -$97.4K -1,230 -8%
IWM
262
IHT Wealth Management
Illinois
$1.14M -$207K -2,614 -15%
WP
263
WealthShield Partners
North Carolina
$1.14M +$25.7K +325 +2%
AIP
264
Ameritas Investment Partners
Nebraska
$1.14M -$1.19K -15 -0.1%
NA
265
NewEdge Advisors
Louisiana
$1.13M -$59.8K -754 -5%
CA
266
CoreCap Advisors
Michigan
$1.12M +$828K +10,452 +280%
WT
267
Whittier Trust
California
$1.11M +$634 +8 +0.1%
BWP
268
Balboa Wealth Partners
Arizona
$1.11M +$541K +6,827 +96%
IAA
269
Independent Advisor Alliance
North Carolina
$1.1M -$2.61K -33 -0.2%
BFA
270
Bragg Financial Advisors
North Carolina
$1.1M +$29.5K +372 +3%
HF
271
HRT Financial
New York
$1.1M -$688K -8,687 -39%
CCM
272
Condor Capital Management
New Jersey
$1.1M +$849K +10,714 +344%
PAI
273
Pittenger & Anderson Inc
Nebraska
$1.09M – – –
VC
274
Vicus Capital
Pennsylvania
$1.09M -$2.14K -27 -0.2%
GL
275
Graypoint LLC
New York
$1.09M +$158K +1,996 +17%
9 10
11
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