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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 %
LT
526
Legacy Trust
Michigan
$299K -$59.4K -750 -17%
MCM
527
MidAtlantic Capital Management
Virginia
$299K +$299K +3,773 New
IBOK
528
Independence Bank of Kentucky
Kentucky
$298K – – –
WLPWM
529
Walled Lake Planning & Wealth Management
Illinois
$298K -$5.23K -66 -2%
AWM
530
Aprio Wealth Management
Georgia
$297K – – –
KPWS
531
Kestra Private Wealth Services
Texas
$297K -$13.7K -173 -4%
HCP
532
Holt Capital Partners
Texas
$296K – – –
WP
533
WealthSource Partners
California
$295K – – –
SCP
534
Stevens Capital Partners
Nebraska
$294K +$4.6K +58 +2%
CPSC
535
Carl P. Sherr & Co
Massachusetts
$293K – – –
DAS
536
Dynamic Advisor Solutions
Arizona
$290K +$9.08K +118 +3%
CL
537
Choreo LLC
Illinois
$290K -$34.1K -431 -11%
PA
538
Probity Advisors
Texas
$289K – – –
WWM
539
Western Wealth Management
Colorado
$288K +$238 +3 +0.1%
GWS
540
Glassman Wealth Services
Virginia
$288K – – –
TWM
541
Trueblood Wealth Management
Ohio
$287K +$287K +3,627 New
MFA
542
Mayflower Financial Advisors
Massachusetts
$287K – – –
VFA
543
Valeo Financial Advisors
Indiana
$286K – – –
IFWM
544
Institute for Wealth Management
Colorado
$280K – – –
WB
545
WesBanco Bank
West Virginia
$279K +$279K +3,528 New
TNB
546
Thomasville National Bank
Georgia
$278K -$634 -8 -0.2%
MF
547
Meridian Financial
Massachusetts
$277K +$277K +3,496 New
SFG
548
Summit Financial Group
West Virginia
$276K -$23.8K -300 -8%
PFBT
549
Parkside Financial Bank & Trust
Missouri
$274K – – –
BCA
550
Bay Colony Advisors
Massachusetts
$271K +$4.28K +54 +2%
20 21
22
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