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iShares S&P Mid-Cap 400 Growth ETF
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Overview Fund Activity

852 hedge funds and large institutions have $6.78B invested in iShares S&P Mid-Cap 400 Growth ETF in 2024 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 230 increasing their positions, 261 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
Holders Change
+20
Holders Change %
+2.4%
% of All Funds
12.39%
Holding in Top 10
31
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+19.23%
% of All Funds
0.45%
New
87
Increased
230
Reduced
261
Closed
52
Calls
$229K
Puts
–
Net Calls
+$229K
Net Calls Change
-$46K

Top Buyers

1
UFF
USA Financial Formulas
Michigan
$71.2M
2
MWM
Modern Wealth Management
Kansas
$67.8M
3
PRS
Pinkerton Retirement Specialists
Idaho
$34.4M
4
LPL Financial
LPL Financial
California
$127M
5
YCG
Yeomans Consulting Group
Georgia
$20.3M

Top Sellers

1
WIA
World Investment Advisors
California
$20.7M
2
Wells Fargo
Wells Fargo
California
$623M
3
DPIM
Duff & Phelps Investment Management
Illinois
$0
4
Bank of America
Bank of America
North Carolina
$296M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$59.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFC
226
AFT Forsyth & Company
Florida
$1.86M +$441 +5 +0%
Bessemer Group
227
Bessemer Group
New Jersey
$1.84M – – –
SCM
228
Saxony Capital Management
Missouri
$1.82M +$1.82M +20,671 New
First Trust Advisors
229
First Trust Advisors
Illinois
$1.82M +$6.78K +77 +0.4%
MA
230
Mutual Advisors
Nebraska
$1.82M +$1.25M +13,714 +218%
TIA
231
Tiemann Investment Advisors
California
$1.8M -$25.6K -290 -1%
AI
232
Atria Investments
North Carolina
$1.79M -$174K -1,970 -9%
RCAG
233
Rehmann Capital Advisory Group
Michigan
$1.78M -$44.1K -500 -2%
SG
234
Somerset Group
Minnesota
$1.76M +$349K +3,956 +25%
WFA
235
Wellspring Financial Advisors
Ohio
$1.75M -$74.2K -842 -4%
FWMM
236
Foundation Wealth Management (Missouri)
Missouri
$1.73M -$29.7K -337 -2%
AAP
237
Arax Advisory Partners
Colorado
$1.73M +$956K +10,849 +123%
AFG
238
Allegheny Financial Group
Pennsylvania
$1.72M +$211K +2,394 +14%
CWM
239
C2C Wealth Management
Arizona
$1.71M – – –
JWCA
240
J.W. Cole Advisors
Florida
$1.69M +$55K +624 +3%
RDFA
241
Ritter Daniher Financial Advisory
Ohio
$1.66M -$22.2K -252 -1%
CAG
242
Crestwood Advisors Group
Massachusetts
$1.65M – – –
BP
243
Ballentine Partners
Massachusetts
$1.64M +$758K +8,604 +86%
NPFS
244
Novak & Powell Financial Services
Florida
$1.64M +$984K +11,169 +151%
Prudential Financial
245
Prudential Financial
New Jersey
$1.61M +$372K +4,226 +30%
PAA
246
Peregrine Asset Advisers
Oregon
$1.6M -$64.4K -731 -4%
FHA
247
First Horizon Advisors
Tennessee
$1.59M -$14.5K -165 -0.9%
RB
248
Renasant Bank
Mississippi
$1.59M -$63.8K -724 -4%
KWM
249
Kingsview Wealth Management
Oregon
$1.57M +$25.8K +293 +2%
EWA
250
ERTS Wealth Advisors
Michigan
$1.54M -$1.23K -14 -0.1%
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