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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 %
ASN
176
Advisory Services Network
Georgia
$2.27M -$80K -1,010 -3%
FHC
177
First Heartland Consultants
Missouri
$2.24M +$7.05K +89 +0.3%
OC
178
Oppenheimer & Co
New York
$2.24M +$366K +4,622 +20%
TPCW
179
TD Private Client Wealth
New York
$2.19M +$212K +2,672 +11%
SWM
180
Spire Wealth Management
Virginia
$2.14M -$196K -2,482 -8%
CAG
181
Csenge Advisory Group
Florida
$2.13M -$468K -5,903 -18%
OCM
182
One Capital Management
California
$2.13M +$17K +215 +0.8%
DC
183
Darrow Company
Massachusetts
$2.12M -$250K -3,151 -11%
SPC
184
Sigma Planning Corp
Michigan
$2.1M -$2.9M -36,569 -58%
EDRIA
185
Edmonds Duncan Registered Investment Advisors
Kansas
$2.1M +$40.8K +515 +2%
TSWM
186
Triangle Securities Wealth Management
North Carolina
$2.06M +$2.06M +26,056 New
MCC
187
Money Concepts Capital
Florida
$2.03M +$2.03M +25,639 New
SWP
188
Stratos Wealth Partners
Ohio
$2.02M -$28K -353 -1%
UWPG
189
Ullmann Wealth Partners Group
Florida
$1.99M -$36.5K -461 -2%
FFA
190
Farther Finance Advisors
California
$1.96M +$555K +7,008 +40%
PRWA
191
Platte River Wealth Advisors
Colorado
$1.93M – – –
CIBC Private Wealth Group
192
CIBC Private Wealth Group
Georgia
$1.89M -$33K -417 -2%
PPC
193
Park Place Capital
Alabama
$1.89M -$40.1K -506 -2%
FMII
194
Farmers & Merchants Investments Inc
Nebraska
$1.84M -$103K -1,300 -5%
GWM
195
GSB Wealth Management
Connecticut
$1.81M -$26.1K -329 -1%
CC
196
Codex Capital
New York
$1.78M +$35.6K +450 +2%
AA
197
Alesco Advisors
New York
$1.77M – – –
RCAG
198
Rehmann Capital Advisory Group
Michigan
$1.76M -$19.2K -242 -1%
Franklin Resources
199
Franklin Resources
California
$1.76M – – –
BOS
200
Bank of Stockton
California
$1.73M -$426K -5,387 -20%
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