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

893 hedge funds and large institutions have $6.81B invested in iShares S&P Mid-Cap 400 Growth ETF in 2024 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 252 increasing their positions, 273 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
893
Holders Change
+21
Holders Change %
+2.41%
% of All Funds
11.89%
Holding in Top 10
18
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-33.33%
% of All Funds
0.24%
New
96
Increased
252
Reduced
273
Closed
56
Calls
$373K
Puts
$73K
Net Calls
+$300K
Net Calls Change
-$160K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$653M
2
WIA
2
World Investment Advisors
California
$37.7M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$78.5M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$168M
5
LPL Financial
5
LPL Financial
California
$124M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$346M
2
IAIM
2
International Assets Investment Management
Florida
$1.14M
3
UFF
3
USA Financial Formulas
Michigan
$0
4
MWM
4
Modern Wealth Management
Kansas
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$3.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAG
226
Crestwood Advisors Group
Massachusetts
$1.73M – – –
TIAAOA
227
Teachers Insurance & Annuity Association of America
New York
$1.7M +$539K +5,930 +47%
NPFS
228
Novak & Powell Financial Services
Florida
$1.67M -$9.37K -103 -0.6%
MA
229
MONECO Advisors
Connecticut
$1.67M +$1.82K +20 +0.1%
AllianceBernstein
230
AllianceBernstein
Tennessee
$1.66M -$60.5K -665 -4%
PAA
231
Peregrine Asset Advisers
Oregon
$1.64M -$1.09K -12 -0.1%
FHA
232
First Horizon Advisors
Tennessee
$1.64M – – –
PG
233
Patten Group
Tennessee
$1.62M +$59.5K +654 +4%
SIM
234
Stratos Investment Management
Ohio
$1.6M +$930K +10,231 +139%
AHC
235
Anderson Hoagland & Co
Missouri
$1.57M – – –
EWA
236
ERTS Wealth Advisors
Michigan
$1.57M -$23.1K -254 -1%
MYIA
237
Mount Yale Investment Advisors
Colorado
$1.56M +$1.56M +17,200 New
TCOV
238
Trust Company of Vermont
Vermont
$1.56M – – –
GT
239
Glenmede Trust
Pennsylvania
$1.54M -$561K -6,173 -27%
Renaissance Technologies
240
Renaissance Technologies
New York
$1.54M +$1.54M +16,900 New
RB
241
Renasant Bank
Mississippi
$1.53M -$109K -1,197 -7%
NA
242
NewEdge Advisors
Louisiana
$1.52M +$149K +1,640 +11%
KWM
243
Kingsview Wealth Management
Oregon
$1.52M +$31.9K +351 +2%
VC
244
Vicus Capital
Pennsylvania
$1.51M -$25.6K -282 -2%
CIA
245
Concurrent Investment Advisors
Florida
$1.5M -$13.2M -144,746 -90%
Carson Wealth (CWM LLC)
246
Carson Wealth (CWM LLC)
Nebraska
$1.48M +$389K +4,280 +36%
TC
247
TAGStone Capital
North Carolina
$1.47M -$7.64K -84 -0.5%
RWA
248
River Wealth Advisors
Pennsylvania
$1.47M – – –
TFF
249
The Family Firm
Maryland
$1.43M -$56.1K -617 -4%
MWA
250
Merkkuri Wealth Advisors
New York
$1.43M +$3.36K +37 +0.2%
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