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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 %
DC
551
Davenport & Co
Virginia
$271K -$34.2K -432 -11%
SCA
552
Sandy Cove Advisors
Massachusetts
$270K +$792 +10 +0.3%
NIM
553
Northeast Investment Management
Massachusetts
$270K – – –
NS
554
NBC Securities
Alabama
$268K – – –
CFGS
555
Concourse Financial Group Securities
Alabama
$267K +$3.96K +50 +2%
KIG
556
Kowal Investment Group
Wisconsin
$267K +$1.66K +21 +0.6%
AMG
557
Advisors Management Group
Wisconsin
$267K – – –
AIA
558
Allied Investment Advisors
Montana
$266K +$266K +3,363 New
BWA
559
BlueChip Wealth Advisors
Georgia
$265K +$265K +3,351 New
B
560
Bailard
California
$263K – – –
FFA
561
Fragasso Financial Advisors
Pennsylvania
$263K -$3.49K -44 -1%
HB
562
HTLF Bank
Colorado
$262K +$262K +3,311 New
PCS
563
Personal CFO Solutions
New Jersey
$259K +$259K +3,275 New
AC
564
Abbrea Capital
California
$258K – – –
FNBTCON
565
First National Bank & Trust Co of Newtown
Pennsylvania
$258K – – –
FMWA
566
Forvis Mazars Wealth Advisors
Missouri
$256K – – –
CCA
567
Clearwater Capital Advisors
Illinois
$254K – – –
BSI
568
Bennett Selby Investments
Maine
$254K -$23K -290 -8%
MIH
569
Meitav Investment House
Israel
$254K – – –
SNBOSD
570
Security National Bank of So Dak
Iowa
$254K – – –
GI
571
GLOBALT Investments
Georgia
$253K +$253K +3,193 New
CTC
572
Central Trust Company
Missouri
$253K -$3.96K -50 -2%
MG
573
Mather Group
Illinois
$251K -$60.8K -768 -19%
AI
574
Accredited Investors
Minnesota
$248K -$1.03K -13 -0.4%
GPA
575
Garrison Point Advisors
California
$248K – – –
21 22
23
24 25