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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 %
AWA
576
Amplius Wealth Advisors
Pennsylvania
$247K – – –
GWM
577
Geneos Wealth Management
Colorado
$246K -$1.03K -13 -0.4%
PMFA
578
Plante Moran Financial Advisors
Michigan
$245K +$214K +2,700 +689%
ADL
579
Asset Dedication LLC
California
$244K -$72.7K -914 -23%
HNWAG
580
High Net Worth Advisory Group
Florida
$244K – – –
SFG
581
Sage Financial Group
Pennsylvania
$243K +$7.29K +92 +3%
WCM
582
Winthrop Capital Management
Indiana
$241K +$241K +3,036 New
HCM
583
Highview Capital Management
Illinois
$240K – – –
FPGK
584
Financial Partners Group (Kansas)
Kansas
$239K – – –
ONB
585
Old National Bancorp
Indiana
$239K -$24.2K -306 -9%
CWM
586
Connecticut Wealth Management
Connecticut
$238K – – –
WHG
587
Westwood Holdings Group
Texas
$237K – – –
BSWA
588
Bromfield Sneider Wealth Advisors
Massachusetts
$236K – – –
PPP
589
Private Portfolio Partners
New Jersey
$236K +$1.43K +18 +0.6%
EA
590
Eclectic Associates
California
$235K – – –
CG
591
CFO4Life Group
Texas
$234K – – –
TCG
592
Transcendent Capital Group
Oklahoma
$233K +$233K +2,945 New
WB
593
West Bancorporation
Iowa
$232K -$58.2K -735 -20%
CFA
594
Cahill Financial Advisors
Minnesota
$231K +$238 +3 +0.1%
HIMC
595
Heritage Investors Management Corp
Maryland
$230K – – –
SIC
596
Sterling Investment Counsel
New York
$230K +$7.37K +93 +3%
BAAM
597
Baker Avenue Asset Management
California
$227K -$8.87K -112 -4%
WFM
598
Wolff Financial Management
Michigan
$226K +$1.59K +20 +0.7%
FNBOH
599
First National Bank of Hutchinson
Kansas
$226K – – –
CCT
600
Chemung Canal Trust
New York
$226K – – –
22 23
24
25 26