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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 %
AIM
376
Allen Investment Management
New York
$599K – – –
AWA
377
Arkadios Wealth Advisors
Georgia
$592K -$4.91K -62 -0.8%
CWM
378
Cahaba Wealth Management
Georgia
$591K +$238 +3 +0%
SW
379
SVB Wealth
Massachusetts
$587K +$587K +7,411 New
PWA
380
Peterson Wealth Advisors
Utah
$584K +$35.1K +443 +6%
LNC
381
Lincoln National Corp
Pennsylvania
$583K +$34.4K +434 +6%
LPT
382
Legacy Private Trust
Wisconsin
$583K – – –
UCB
383
United Community Bank
South Carolina
$581K -$117K -1,472 -17%
HIM
384
Hanlon Investment Management
New Jersey
$580K -$122K -1,538 -17%
WTC
385
WhitTier Trust Company
Nevada
$573K – – –
AC
386
AWM Capital
Arizona
$572K – – –
HP
387
Hyperion Partners
Pennsylvania
$568K +$2.46K +31 +0.4%
PP
388
Prosperity Planning
Missouri
$564K +$12K +152 +2%
VC
389
Veracity Capital
Georgia
$561K +$158 +2 +0%
WP
390
WMS Partners
Maryland
$559K – – –
BJL
391
Brighton Jones LLC
Washington
$559K +$115K +1,452 +26%
PSF
392
Pacific Sun Financial
California
$558K -$174K -2,200 -24%
SC
393
SouthState Corp
Florida
$557K – – –
GEA
394
Glen Eagle Advisors
New Jersey
$554K +$10.2K +129 +2%
JIC
395
Johnson Investment Counsel
Ohio
$551K – – –
CFG
396
Citizens Financial Group
Rhode Island
$549K +$2.61K +33 +0.5%
OPWM
397
Oxinas Partners Wealth Management
Indiana
$546K +$60.2K +760 +12%
HIA
398
Harbor Investment Advisory
Maryland
$543K -$871 -11 -0.2%
SIC
399
Sigma Investment Counselors
Michigan
$540K +$871 +11 +0.2%
AF
400
Alerus Financial
North Dakota
$537K – – –
14 15
16
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