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iShares S&P Mid-Cap 400 Growth ETF

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
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.06B 13,321,894 +6,732,576 +102%
Wells Fargo
2
Wells Fargo
California
$618M 7,798,827 -209,655 -3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$298M 3,767,737 +250,828 +7%
Bank of America
4
Bank of America
North Carolina
$295M 3,719,294 +471,986 +15%
Goldman Sachs
5
Goldman Sachs
New York
$271M 3,420,822 +302,641 +10%
MMEA
6
Main Management ETF Advisors
California
$220M 2,781,680 +209,280 +8%
CAPTRUST Financial Advisors
7
CAPTRUST Financial Advisors
North Carolina
$176M 2,225,380 +249,389 +13%
UBS Group
8
UBS Group
Switzerland
$164M 2,074,931 +48,697 +2%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$154M 1,941,795 -77,991 -4%
Financial Engines Advisors
10
Financial Engines Advisors
California
$130M 1,639,254 -20,916 -1%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$125M 1,583,285 -11,551 -0.7%
Ameriprise
12
Ameriprise
Minnesota
$122M 1,534,635 +54,256 +4%
LPL Financial
13
LPL Financial
California
$96.7M 1,220,217 +257,256 +27%
DADC
14
D.A. Davidson & Co
Montana
$78.5M 991,028 +7,122 +0.7%
RJA
15
Raymond James & Associates
Florida
$78.5M 991,015 -137 -0%
Northern Trust
16
Northern Trust
Illinois
$69.1M 871,664 +63,942 +8%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$67.6M 853,235 +411,033 +93%
UFF
18
USA Financial Formulas
Michigan
$66.7M 841,904 +841,891 +6,476,085%
MM
19
Main Management
California
$66.5M 839,244 +4,494 +0.5%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$66M 832,704 +255,616 +44%
MWA
21
Midland Wealth Advisors
Illinois
$64.1M 809,228 +809,228 New
MCM
22
MAI Capital Management
Ohio
$60M 757,316 -18,976 -2%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$59.5M 751,334 -42,808 -5%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$56.8M 717,588 +2,477 +0.3%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$49.5M 619,285 +14,097 +2%