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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 %
OMC
501
Old Mission Capital
Illinois
$337K +$337K +4,260 New
SB
502
Strategic Blueprint
Georgia
$337K +$3.8K +48 +1%
MCM
503
McDonough Capital Management
Florida
$334K -$2.93K -37 -0.9%
VIA
504
Vickerman Investment Advisors
Washington
$334K – – –
PCM
505
Perritt Capital Management
Illinois
$334K +$1.11K +14 +0.3%
FCP
506
Fidelis Capital Partners
Florida
$333K – – –
RWM
507
Ritholtz Wealth Management
New York
$333K -$4.36K -55 -1%
IIC
508
Integrated Investment Consultants
Michigan
$330K -$8.71K -110 -3%
SWA
509
Stratos Wealth Advisors
Ohio
$328K +$328K +4,141 New
GFS
510
GYL Financial Synergies
Connecticut
$327K – – –
NFC
511
Northeast Financial Consultants
Connecticut
$322K – – –
IB
512
Intrust Bank
Kansas
$319K +$95.8K +1,209 +43%
HWA
513
HCR Wealth Advisors
California
$316K +$316K +3,991 New
SWM
514
SeaCrest Wealth Management
New York
$316K +$9.39K +122 +3%
WCA
515
Waypoint Capital Advisors
Minnesota
$316K – – –
FWP
516
FAS Wealth Partners
Kansas
$315K -$31.3K -395 -9%
TFS
517
Thoroughbred Financial Services
Tennessee
$313K -$21.7K -275 -6%
TW
518
Transform Wealth
Colorado
$309K -$2.3K -29 -0.7%
TB
519
Terril Brothers
Missouri
$309K – – –
HFA
520
High Falls Advisors
New York
$309K – – –
MA
521
MKT Advisors
California
$308K – – –
BFM
522
Boston Financial Management
Massachusetts
$307K – – –
AWA
523
ARQ Wealth Advisors
Arizona
$304K -$15.4K -195 -5%
DIM
524
Delta Investment Management
California
$303K -$1.11K -14 -0.4%
NB
525
NBT Bank
New York
$302K – – –
19 20
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