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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 %
FNBT
401
FineMark National Bank & Trust
Florida
$531K -$7.21K -91 -1%
MCA
402
MSH Capital Advisors
Arizona
$528K +$34.9K +440 +7%
CCA
403
Cobblestone Capital Advisors
New York
$520K +$37.5K +473 +8%
PAM
404
Palisade Asset Management
Minnesota
$517K – – –
MAWCM
405
Mine & Arao Wealth Creation & Management
California
$517K +$2.06K +26 +0.4%
HTIM
406
Harbour Trust & Investment Management
Indiana
$514K +$514K +6,490 New
Citadel Advisors
407
Citadel Advisors
Florida
$512K -$1.18M -14,848 -70%
FPAS
408
Focus Partners Advisor Solutions
Missouri
$512K -$1.58K -20 -0.3%
SJGA
409
Stephen J. Garry & Associates
New York
$511K +$511K +6,448 New
WSTAM
410
Wilbanks Smith & Thomas Asset Management
Virginia
$511K -$5.39K -68 -1%
CIA
411
Capital Investment Advisors
Georgia
$506K -$79 -1 -0%
IWN
412
Independent Wealth Network
Iowa
$502K +$10.6K +134 +2%
UCFA
413
United Capital Financial Advisors
Texas
$502K -$4.45M -56,215 -90%
LA
414
LexAurum Advisors
Kansas
$500K +$1.98K +25 +0.4%
SWMP
415
Signature Wealth Management Partners
New Jersey
$499K – – –
NSB
416
Norway Savings Bank
Maine
$495K -$17K -215 -3%
D
417
Dentgroup
Louisiana
$495K +$2.54K +32 +0.5%
PCMC
418
Planning Capital Management Corporation
Pennsylvania
$494K +$494K +6,232 New
WA
419
Wealthstream Advisors
New York
$492K – – –
HI
420
Harbour Investments
Wisconsin
$479K +$148K +1,863 +45%
PFG
421
Pinnacle Financial Group
Illinois
$474K – – –
CAM
422
Congress Asset Management
Massachusetts
$471K -$297K -3,752 -39%
DTC
423
Davidson Trust Company
Washington
$471K +$5.94K +75 +1%
IA
424
IFP Advisors
Florida
$471K +$86.2K +1,088 +22%
KBFS
425
Kohmann Bosshard Financial Services
Ohio
$467K – – –
15 16
17
18 19