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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 %
IA
451
Insight Advisors
Pennsylvania
$421K -$396 -5 -0.1%
BFEC
452
Benjamin F. Edwards & Company
Missouri
$418K +$24.8K +313 +6%
EWM
453
Evercore Wealth Management
New York
$414K – – –
DP
454
Denver PWM
Colorado
$412K -$21.8K -284 -5%
PCH
455
PGIM Custom Harvest
New Jersey
$412K – – –
MFWP
456
Mosaic Family Wealth Partners
Missouri
$402K +$2.14K +27 +0.5%
BIM
457
Bridges Investment Management
Nebraska
$399K – – –
ATFA
458
All Terrain Financial Advisors
Minnesota
$397K – – –
HTC
459
Haverford Trust Company
Pennsylvania
$394K – – –
FW
460
FirstPurpose Wealth
Utah
$393K – – –
AUB
461
Atlantic Union Bankshares
Virginia
$390K – – –
Betterment LLC
462
Betterment LLC
New York
$390K +$14.3K +180 +4%
PFA
463
Petra Financial Advisors
Colorado
$388K – – –
TF
464
Tompkins Financial
New York
$387K +$160K +2,016 +70%
NCM
465
NCM Capital Management
New Jersey
$387K -$15.8K -200 -4%
HCMT
466
Highland Capital Management (Tennessee)
Tennessee
$387K – – –
Fayez Sarofim & Co
467
Fayez Sarofim & Co
Texas
$386K – – –
SWC
468
Spectrum Wealth Counsel
Indiana
$383K +$383K +4,836 New
AWA
469
Aaron Wealth Advisors
Illinois
$380K – – –
PFA
470
Pure Financial Advisors
California
$375K -$22.5K -284 -6%
AF
471
Allworth Financial
California
$372K +$150K +1,888 +67%
LWM
472
Lyell Wealth Management
California
$370K – – –
MAM
473
MMA Asset Management
Pennsylvania
$369K -$230K -2,901 -38%
FT
474
Fiduciary Trust
Massachusetts
$369K – – –
IA
475
IFG Advisory
Georgia
$368K -$18.1K -229 -5%
17 18
19
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