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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 %
SFG
301
Sather Financial Group
Texas
$900K – – –
PWM
302
Perigon Wealth Management
California
$896K +$18.7K +236 +2%
SAF
303
Smith Anglin Financial
Texas
$896K -$42.4M -535,030 -98%
HIS
304
Harvest Investment Services
Illinois
$894K -$1.08M -13,588 -55%
CS
305
Credit Suisse
Switzerland
$891K – – –
MWM
306
Marietta Wealth Management
Georgia
$889K – – –
FA
307
Fiduciary Alliance
South Carolina
$884K +$2.22K +28 +0.3%
Vanguard Group
308
Vanguard Group
Pennsylvania
$876K +$22.6K +285 +3%
CAL
309
Capital Analysts LLC
Pennsylvania
$868K -$19.4K -245 -2%
DP
310
Dearborn Partners
Illinois
$857K – – –
BlackRock
311
BlackRock
New York
$845K +$10.3K +130 +1%
MIC
312
Meridian Investment Counsel
California
$843K – – –
Focus Partners Wealth
313
Focus Partners Wealth
Massachusetts
$832K +$832K +10,505 New
AAS
314
Ameritas Advisory Services
Nebraska
$811K -$39.3K -477 -5%
PPW
315
Presilium Private Wealth
Pennsylvania
$804K +$804K +10,155 New
NWMG
316
National Wealth Management Group
Ohio
$802K -$233K -2,935 -22%
BSB
317
Bangor Savings Bank
Maine
$802K -$140K -1,770 -15%
HWA
318
Heartwood Wealth Advisors
Virginia
$801K – – –
TIAA Trust, National Association
319
TIAA Trust, National Association
North Carolina
$800K +$23.4K +296 +3%
BPA
320
Beacon Pointe Advisors
California
$796K +$70K +884 +10%
Kayne Anderson Rudnick Investment Management
321
Kayne Anderson Rudnick Investment Management
California
$792K -$201K -2,536 -20%
FCBT
322
First Citizens Bank & Trust
North Carolina
$791K +$120K +1,520 +18%
BP
323
Ballentine Partners
Massachusetts
$790K – – –
BCG
324
Breakwater Capital Group
New Jersey
$789K +$43.7K +546 +6%
CHC
325
City Holding Co
West Virginia
$788K – – –
11 12
13
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