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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 %
MA
251
MONECO Advisors
Connecticut
$1.53M +$18K +204 +1%
WANY
252
Wealthspire Advisors (New York)
New York
$1.51M -$26.6K -302 -2%
TCOV
253
Trust Company of Vermont
Vermont
$1.49M -$4.05K -46 -0.3%
OWA
254
Outlook Wealth Advisors
Texas
$1.48M – – –
VC
255
Vicus Capital
Pennsylvania
$1.47M +$72.9K +827 +5%
OA
256
Operose Advisors
Wisconsin
$1.45M – – –
AHC
257
Anderson Hoagland & Co
Missouri
$1.44M – – –
TC
258
TAGStone Capital
North Carolina
$1.43M +$40.8K +463 +3%
RWA
259
River Wealth Advisors
Pennsylvania
$1.42M -$32.8K -372 -2%
UB
260
Umpqua Bank
Oregon
$1.41M +$127K +1,446 +10%
PG
261
Patten Group
Tennessee
$1.4M +$58.5K +664 +4%
DIA
262
Dana Investment Advisors
Wisconsin
$1.4M +$705 +8 +0.1%
SFB
263
STAR Financial Bank
Indiana
$1.38M -$479K -5,431 -26%
MWA
264
Merkkuri Wealth Advisors
New York
$1.38M +$1.38M +15,673 New
KA
265
Kozak & Associates
Colorado
$1.38M -$9.58K -109 -0.7%
DWP
266
Daymark Wealth Partners
Ohio
$1.37M +$1.37M +15,494 New
IAIM
267
International Assets Investment Management
Florida
$1.34M -$20.9K -237 -2%
VCA
268
Verdence Capital Advisors
Maryland
$1.34M +$529 +6 +0%
ANTB
269
AMG National Trust Bank
Colorado
$1.34M +$68.7K +780 +5%
SI
270
Stephens Inc
Arkansas
$1.34M -$35.1K -398 -3%
EIP
271
Ellis Investment Partners
Pennsylvania
$1.33M -$84.2K -956 -6%
WMWM
272
Whitaker-Myers Wealth Managers
Ohio
$1.32M +$109K +1,236 +9%
BOS
273
Bank of Stockton
California
$1.31M -$510K -5,790 -28%
GWM
274
GSB Wealth Management
Connecticut
$1.28M +$38.1K +432 +3%
LIA
275
LBMC Investment Advisors
Tennessee
$1.27M +$529 +6 +0%
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