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

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$346M
2
IAIM
International Assets Investment Management
Florida
$1.14M
3
UFF
USA Financial Formulas
Michigan
$0
4
MWM
Modern Wealth Management
Kansas
$0
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
276
Pallas Capital Advisors
Massachusetts
$1.21M +$4.55K +50 +0.4%
SI
277
Stephens Inc
Arkansas
$1.21M -$25.3K -278 -2%
MSWM
278
Mowery & Schoenfeld Wealth Management
Illinois
$1.2M – – –
CHC
279
City Holding Co
West Virginia
$1.2M +$211K +2,325 +21%
PS
280
Principal Securities
Iowa
$1.16M -$19.1K -210 -2%
IAIM
281
International Assets Investment Management
Florida
$1.14M -$117M -1,283,633 -99%
IAA
282
Independent Advisor Alliance
North Carolina
$1.14M +$1.14M +12,567 New
CI
283
CX Institutional
Indiana
$1.1M +$119K +1,310 +12%
CCB
284
Country Club Bank
Missouri
$1.1M – – –
MC
285
Moors & Cabot
Massachusetts
$1.1M +$55.5K +610 +5%
BFA
286
Bragg Financial Advisors
North Carolina
$1.08M -$24.8K -273 -2%
Brown Advisory
287
Brown Advisory
Maryland
$1.07M +$1.55K +17 +0.1%
PCIA
288
Prime Capital Investment Advisors
Kansas
$1.07M -$27.6K -304 -3%
AL
289
ACAS LLC
California
$1.05M -$9.77K -103 -0.9%
FA
290
Fiduciary Alliance
South Carolina
$1.05M -$7.37K -81 -0.7%
BlackRock
291
BlackRock
New York
$1.05M +$222K +2,439 +27%
AWM
292
Aprio Wealth Management
Georgia
$1.05M +$455 +5 +0%
PWM
293
Perigon Wealth Management
California
$1.04M -$13.4K -142 -1%
FCBT
294
First Citizens Bank & Trust
North Carolina
$1.04M +$104K +1,141 +11%
LWANC
295
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.04M -$27.2K -299 -3%
Vanguard Group
296
Vanguard Group
Pennsylvania
$1.03M -$21.3K -234 -2%
SF
297
Summit Financial
New Jersey
$1.03M – – –
SFG
298
Sather Financial Group
Texas
$1.03M – – –
FRA
299
Front Row Advisors
California
$1.03M -$1.82K -20 -0.2%
MIA
300
MainStreet Investment Advisors
Illinois
$1.03M +$11.7K +129 +1%
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