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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
$1.06B
2
UFF
USA Financial Formulas
Michigan
$66.7M
3
Bank of America
Bank of America
North Carolina
$295M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$67.6M
5
WIA
World Investment Advisors
California
$31.4M

Top Sellers

1
SAF
Smith Anglin Financial
Texas
$896K
2
AAP
Arax Advisory Partners
Colorado
$695K
3
Wells Fargo
Wells Fargo
California
$618M
4
AWM
Apollon Wealth Management
South Carolina
$1.59M
5
HNB
Huntington National Bank
Ohio
$8.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
776
Rain Capital Management
Oregon
$6.85K – – –
BL
777
BFSG LLC
California
$6.02K +$6.02K +76 New
AW
778
Avion Wealth
Texas
$6K – – –
EWM
779
EPG Wealth Management
Georgia
$5.86K – – –
HR
780
Howe & Rusling
New York
$5.66K +$1.99K +25 +54%
CWC
781
Carolinas Wealth Consulting
North Carolina
$5.55K +$5.55K +70 New
HGA
782
Hobbs Group Advisors
South Carolina
$4.91K +$4.91K +62 New
First Manhattan
783
First Manhattan
New York
$4.91K +$4.91K +62 New
NMG
784
New Millennium Group
Utah
$4.75K – – –
FAM
785
Family Asset Management
South Carolina
$4.75K – – –
SN
786
Sittner & Nelson
Oregon
$3.8K – – –
LWA
787
Lowe Wealth Advisors
Maryland
$3.17K – – –
CT
788
Colonial Trust
South Carolina
$2.69K – – –
FG
789
Fairman Group
Pennsylvania
$1.74K +$1.74K +22 New
LFG
790
Larson Financial Group
Missouri
$1.58K – – –
MIM
791
MTM Investment Management
South Carolina
$1.58K – – –
CIA
792
Cape Investment Advisory
Georgia
$1.58K – – –
AWM
793
Aspire Wealth Management
Massachusetts
$1.43K – – –
MRCM
794
M&R Capital Management
New Jersey
$1.19K – – –
YAL
795
Your Advocates Ltd
Texas
$634 – – –
OP
796
ORG Partners
Indiana
$319 +$319 +4 New
S
797
Sachetta
Massachusetts
$82 +$82 +1 New
RIG
798
Ramiah Investment Group
Wisconsin
– -$7.02M -97,159 Closed
Susquehanna International Group
799
Susquehanna International Group
Pennsylvania
– -$4.34M -60,009 Closed
CIAS
800
CFS Investment Advisory Services
New Jersey
– -$3.39M -46,984 Closed
30 31
32
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