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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.

Holders
797
Holders Change
+67
Holders Change %
+9.18%
% of All Funds
11.69%
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
1
Morgan Stanley
New York
$1.06B
2
UFF
2
USA Financial Formulas
Michigan
$66.7M
3
MWA
3
Midland Wealth Advisors
Illinois
$64.1M
4
Bank of America
4
Bank of America
North Carolina
$295M
5
MWM
5
Modern Wealth Management
Kansas
$32.6M

Top Sellers

1
SAF
1
Smith Anglin Financial
Texas
$896K
2
AAP
2
Arax Advisory Partners
Colorado
$695K
3
Wells Fargo
3
Wells Fargo
California
$618M
4
AWM
4
Apollon Wealth Management
South Carolina
$1.59M
5
RIG
5
Ramiah Investment Group
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CC
51
Courier Capital
New York
$18.5M 233,433 +3,519 +2%
SFI
52
SPC Financial Inc
Maryland
$18M 227,515 -5,050 -2%
Comerica Bank
53
Comerica Bank
Texas
$16.8M 212,613 -4,633 -2%
IWA
54
Inspirion Wealth Advisors
Illinois
$16.7M 212,902 +6,751 +3%
JE
55
JMAC Enterprises
Pennsylvania
$16.5M 208,304 +6,309 +3%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$15.3M 192,664 +8,152 +4%
CCWM
57
Cassaday & Co Wealth Management
Virginia
$14.8M 186,627 +12,728 +7%
KAS
58
Kestra Advisory Services
Texas
$14.7M 185,263 +58,287 +46%
HCM
59
Hudson Capital Management
New Jersey
$14.7M 185,213 +5,933 +3%
FMC
60
First Merchants Corp
Indiana
$14.6M 183,956 -2,472 -1%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$14.5M 182,878 +44,506 +32%
Creative Planning
62
Creative Planning
Kansas
$14.2M 179,466 -532 -0.3%
DPIM
63
Duff & Phelps Investment Management
Illinois
$13.8M 174,280 – –
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$13.3M 167,822 -5,478 -3%
CCFM
65
Clear Creek Financial Management
Washington
$13.2M 166,674 +123,189 +283%
IWC
66
Integrated Wealth Concepts
Massachusetts
$12.9M 162,847 -1,547 -0.9%
TYCC
67
Texas Yale Capital Corp
Florida
$12.8M 161,853 -40 -0%
SFP
68
Sterling Financial Planning
New Jersey
$12.6M 159,011 +755 +0.5%
BEC
69
Blue Edge Capital
Virginia
$12.3M 155,544 +1,969 +1%
IFS
70
Ifrah Financial Services
Arkansas
$12.1M 152,722 +1,721 +1%
GIA
71
GHP Investment Advisors
Colorado
$11.8M 149,293 -2,255 -1%
CIA
72
Concurrent Investment Advisors
Florida
$11.4M 143,634 +143,634 New
Jones Financial Companies
73
Jones Financial Companies
Missouri
$11.1M 140,559 +7,208 +5%
CFA
74
Camarda Financial Advisors
Florida
$11M 139,239 +27,851 +25%
US Bancorp
75
US Bancorp
Minnesota
$9.9M 125,011 -4,922 -4%
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3
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