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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 %
OIA
276
OneDigital Investment Advisors
Kansas
$1.27M +$110K +1,247 +9%
TFF
277
The Family Firm
Maryland
$1.27M +$2.03K +23 +0.2%
MPWT
278
MassMutual Private Wealth & Trust
Connecticut
$1.26M -$223K -2,530 -15%
AIP
279
Ameritas Investment Partners
Nebraska
$1.25M -$4.41K -50 -0.4%
BCM
280
Brookstone Capital Management
Illinois
$1.24M +$988K +10,809 +393%
CW
281
CreativeOne Wealth
Kansas
$1.24M -$51.8K -588 -4%
WT
282
Whittier Trust
California
$1.23M +$176 +2 +0%
CHA
283
Carmichael Hill & Associates
Maryland
$1.23M -$21.8K -247 -2%
YIA
284
YHB Investment Advisors
Connecticut
$1.22M – – –
PAI
285
Pittenger & Anderson Inc
Nebraska
$1.22M – – –
BWP
286
Balboa Wealth Partners
Arizona
$1.21M +$1.21M +13,787 New
PS
287
Principal Securities
Iowa
$1.21M +$119K +1,346 +11%
AB
288
Atlas Brown
Kentucky
$1.2M -$486K -5,520 -29%
PCA
289
Pallas Capital Advisors
Massachusetts
$1.2M – – –
SIA
290
Schechter Investment Advisors
Michigan
$1.2M – – –
DAS
291
Dynamic Advisor Solutions
Arizona
$1.2M +$882K +10,010 +281%
FB
292
Fulton Bank
Pennsylvania
$1.19M +$99.4K +1,128 +9%
NA
293
NewEdge Advisors
Louisiana
$1.19M -$10.4K -118 -0.9%
BFA
294
Bragg Financial Advisors
North Carolina
$1.19M -$10.1K -115 -0.8%
WP
295
WealthShield Partners
North Carolina
$1.19M -$15.8K -179 -1%
BIM
296
Bridges Investment Management
Nebraska
$1.19M +$701K +7,961 +144%
IWM
297
IHT Wealth Management
Illinois
$1.18M -$9.43K -107 -0.8%
MSWM
298
Mowery & Schoenfeld Wealth Management
Illinois
$1.16M – – –
NAM
299
NTV Asset Management
West Virginia
$1.16M -$176K -2,000 -13%
CCB
300
Country Club Bank
Missouri
$1.14M +$12.9K +146 +1%
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