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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 %
HCA
326
Harbour Capital Advisors
Virginia
$783K – – –
RA
327
Ruggaard & Associates
Ohio
$779K -$194K -2,444 -20%
NFG
328
Nations Financial Group
Iowa
$776K -$465K -5,873 -37%
QCM
329
Quantinno Capital Management
New York
$775K +$775K +9,784 New
SAG
330
SageView Advisory Group
California
$774K +$30.5K +381 +4%
WF
331
Welch & Forbes
Massachusetts
$773K +$45.4K +573 +6%
CA
332
Cetera Advisors
Colorado
$770K +$2.22K +28 +0.3%
BOPW
333
Brandywine Oak Private Wealth
Pennsylvania
$760K – – –
VVP
334
Venture Visionary Partners
Ohio
$757K +$47.1K +594 +7%
CPIG
335
Chicago Partners Investment Group
Illinois
$744K +$140K +1,767 +23%
PPW
336
Parcion Private Wealth
Washington
$739K +$27.9K +352 +4%
GAM
337
Griffin Asset Management
New York
$737K +$46.3K +585 +7%
FA
338
Financial Alternatives
California
$720K – – –
PFP
339
Pinnacle Financial Partners
Tennessee
$719K +$403K +5,090 +128%
TI
340
Truepoint Inc
Ohio
$713K +$713 +9 +0.1%
MBT
341
Montecito Bank & Trust
California
$709K -$7.92K -100 -1%
TTWM
342
TCV Trust & Wealth Management
Virginia
$708K – – –
OWA
343
Outlook Wealth Advisors
Texas
$706K +$2.22K +28 +0.3%
LWA
344
LWS Wealth Advisors
New Jersey
$704K +$3.73K +47 +0.5%
CG
345
Corundum Group
Colorado
$698K – – –
SAM
346
Sawgrass Asset Management
Florida
$697K +$6.02K +76 +0.9%
KFP
347
KMG Fiduciary Partners
Ohio
$696K – – –
AAP
348
Arax Advisory Partners
Colorado
$695K -$22M -277,162 -97%
SG
349
StoneX Group
New York
$689K +$689K +8,703 New
HSWM
350
Hubbell Strickland Wealth Management
Louisiana
$688K +$2.54K +32 +0.4%
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