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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 %
KA
251
Kozak & Associates
Colorado
$1.43M -$17.3K -187 -1%
HFW
252
Horizon Family Wealth
Illinois
$1.41M +$235K +2,582 +20%
FF
253
Finley Financial
Nevada
$1.41M +$1.41M +15,037 New
Thrivent Financial for Lutherans
254
Thrivent Financial for Lutherans
Minnesota
$1.4M -$177K -1,813 -11%
WT
255
Whittier Trust
California
$1.39M +$135K +1,487 +11%
VCA
256
Verdence Capital Advisors
Maryland
$1.39M -$455 -5 -0%
RWM
257
RKL Wealth Management
Pennsylvania
$1.38M +$276K +3,032 +25%
GWM
258
GSB Wealth Management
Connecticut
$1.37M +$66.7K +734 +5%
EIP
259
Ellis Investment Partners
Pennsylvania
$1.37M +$1.55K +17 +0.1%
FHC
260
First Heartland Consultants
Missouri
$1.37M -$1.68M -18,442 -55%
TFA
261
Teamwork Financial Advisors
Texas
$1.36M +$143K +1,573 +12%
FB
262
Fulton Bank
Pennsylvania
$1.36M +$97.3K +1,070 +8%
IWM
263
IHT Wealth Management
Illinois
$1.33M -$239K -2,624 -15%
LIA
264
LBMC Investment Advisors
Tennessee
$1.32M +$818 +9 +0.1%
ANTB
265
AMG National Trust Bank
Colorado
$1.3M – – –
PTC
266
Private Trust Company
Ohio
$1.3M +$189K +2,084 +17%
MMHP
267
Murphy Middleton Hinkle & Parker
Georgia
$1.3M +$507K +5,571 +64%
MPWT
268
MassMutual Private Wealth & Trust
Connecticut
$1.29M -$6.46K -71 -0.5%
DWP
269
Daymark Wealth Partners
Ohio
$1.28M -$97.5K -1,072 -7%
BOS
270
Bank of Stockton
California
$1.28M -$7.73K -85 -0.6%
MWM
271
Meridian Wealth Management
Kentucky
$1.26M +$1.27K +14 +0.1%
YIA
272
YHB Investment Advisors
Connecticut
$1.26M – – –
PAI
273
Pittenger & Anderson Inc
Nebraska
$1.25M – – –
SIA
274
Schechter Investment Advisors
Michigan
$1.24M – – –
WP
275
WealthShield Partners
North Carolina
$1.22M +$7.46K +82 +0.6%
9 10
11
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