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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 %
ECM
426
Evergreen Capital Management
Washington
$467K – – –
PS
427
Planned Solutions
California
$466K – – –
IA
428
IFG Advisors
Missouri
$466K – – –
MWM
429
Mattern Wealth Management
Kansas
$462K +$158 +2 +0%
WTB
430
Washington Trust Bank
Washington
$462K – – –
LWCFA
431
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$459K -$66K -837 -13%
BMWM
432
Brown Miller Wealth Management
Virginia
$458K – – –
SIM
433
Stratos Investment Management
Ohio
$456K -$6.65K -84 -1%
EPW
434
Evergreen Private Wealth
Colorado
$455K +$455K +5,738 New
HSA
435
HBK Sorce Advisory
Pennsylvania
$453K – – –
CFS
436
CRA Financial Services
New Jersey
$452K -$9.51K -120 -2%
HH
437
Hilltop Holdings
Texas
$449K – – –
MCM
438
Mainstay Capital Management
Michigan
$449K +$2.3K +29 +0.5%
SS
439
Simplicity Solutions
Minnesota
$446K -$79 -1 -0%
BFG
440
Bleakley Financial Group
New Jersey
$446K -$79 -1 -0%
BHWM
441
Bar Harbor Wealth Management
New Hampshire
$442K -$1.11K -14 -0.3%
HP
442
Holistic Planning
Texas
$439K +$439K +5,540 New
MWM
443
Mission Wealth Management
California
$437K -$2.93K -37 -0.7%
DA
444
Doliver Advisors
Texas
$435K – – –
GIA
445
Gladstone Institutional Advisory
Florida
$433K -$71.4K -901 -14%
SDWMA
446
Schneider Downs Wealth Management Advisors
Pennsylvania
$430K – – –
BB
447
Busey Bank
Illinois
$430K -$23.8K -300 -5%
S
448
Sunpointe
Missouri
$428K +$428K +5,400 New
6F
449
626 Financial
Michigan
$426K – – –
JF
450
JSF Financial
California
$425K -$88.1K -1,112 -17%
16 17
18
19 20