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

832 hedge funds and large institutions have $6.68B invested in iShares S&P Mid-Cap 400 Growth ETF in 2024 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 214 increasing their positions, 286 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
832
Holders Change
+35
Holders Change %
+4.39%
% of All Funds
12.06%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.38%
New
90
Increased
214
Reduced
286
Closed
43
Calls
$293K
Puts
$18K
Net Calls
+$275K
Net Calls Change
-$693K

Top Buyers

1
CJH
Christopher J. Hasenberg
Wisconsin
$29.7M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$230M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$33.2M
4
Lido Advisors
Lido Advisors
California
$43.8M
5
RJA
Raymond James & Associates
Florida
$105M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$608M
2
UFF
USA Financial Formulas
Michigan
$0
3
Wells Fargo
Wells Fargo
California
$662M
4
MWM
Modern Wealth Management
Kansas
$0
5
PRS
Pinkerton Retirement Specialists
Idaho
$443K
Name Holding Trade Value Shares
Change 		Shares
Change %
HFW
276
Horizon Family Wealth
Illinois
$1.2M +$1.2M +13,155 New
CI
277
CX Institutional
Indiana
$1.17M +$64K +701 +6%
CCB
278
Country Club Bank
Missouri
$1.17M – – –
MA
279
Marquette Associates
Illinois
$1.17M +$1.07M +11,715 +1,085%
FB
280
Fulton Bank
Pennsylvania
$1.13M -$63.9K -700 -5%
PIAS
281
PCA Investment Advisory Services
Ohio
$1.13M +$11.4K +125 +1%
PS
282
Principal Securities
Iowa
$1.13M -$5.02K -55 -0.4%
STA
283
Summit Trail Advisors
New York
$1.13M +$639 +7 +0.1%
FRA
284
Front Row Advisors
California
$1.12M – – –
TIAA Trust, National Association
285
TIAA Trust, National Association
North Carolina
$1.11M +$193K +2,112 +21%
Brown Advisory
286
Brown Advisory
Maryland
$1.11M -$50.1K -549 -4%
RWM
287
RKL Wealth Management
Pennsylvania
$1.09M +$1.46K +16 +0.1%
AL
288
ACAS LLC
California
$1.09M -$11K -121 -1%
FCBT
289
First Citizens Bank & Trust
North Carolina
$1.09M +$174K +1,911 +19%
LWANC
290
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.07M -$44.6K -489 -4%
AAS
291
Ameritas Advisory Services
Nebraska
$1.07M +$204K +2,330 +24%
KFS
292
Kurt F. Somerville
$1.06M – – –
AWM
293
Aprio Wealth Management
Georgia
$1.05M +$711K +7,788 +208%
CB
294
Cadence Bank
Mississippi
$1.05M -$19.7K -216 -2%
PWM
295
Perigon Wealth Management
California
$1.05M +$14.7K +161 +1%
SFG
296
Sather Financial Group
Texas
$1.04M – – –
GL
297
Graypoint LLC
New York
$1.03M -$222K -2,432 -18%
CS
298
Credit Suisse
Switzerland
$1.03M – – –
MWM
299
Marietta Wealth Management
Georgia
$1.02M – – –
Vanguard Group
300
Vanguard Group
Pennsylvania
$1.02M +$10.3K +113 +1%
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