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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 %
PPW
326
Parcion Private Wealth
Washington
$852K – – –
USCWA
327
U.S. Capital Wealth Advisors
Texas
$851K -$2.96M -32,472 -78%
HCM
328
HMS Capital Management
Tennessee
$846K -$236K -2,583 -22%
GAM
329
Griffin Asset Management
New York
$845K -$3.83K -42 -0.5%
FA
330
Financial Alternatives
California
$829K – – –
PFP
331
Pinnacle Financial Partners
Tennessee
$828K – – –
IAA
332
Independent Advisor Alliance
North Carolina
$826K -$444K -4,867 -35%
TI
333
Truepoint Inc
Ohio
$821K – – –
CPIG
334
Chicago Partners Investment Group
Illinois
$819K +$435 +5 +0.1%
TTWM
335
TCV Trust & Wealth Management
Virginia
$816K – – –
OWA
336
Outlook Wealth Advisors
Texas
$811K -$2.56K -28 -0.3%
KFP
337
KMG Fiduciary Partners
Ohio
$802K – – –
AAP
338
Arax Advisory Partners
Colorado
$802K +$821 +9 +0.1%
SF
339
Synovus Financial
Georgia
$797K +$29.9K +327 +4%
MMHP
340
Murphy Middleton Hinkle & Parker
Georgia
$793K +$91.2K +1,000 +13%
MBT
341
Montecito Bank & Trust
California
$793K -$23.6K -259 -3%
QCM
342
Quantinno Capital Management
New York
$791K -$102K -1,118 -11%
AWM
343
Avior Wealth Management
Nebraska
$791K +$5.02K +55 +0.6%
HSWM
344
Hubbell Strickland Wealth Management
Louisiana
$780K -$7.53K -83 -1%
AEPWM
345
Atlantic Edge Private Wealth Management
Florida
$777K – – –
CWAG
346
Compton Wealth Advisory Group
Virginia
$775K – – –
OPWM
347
Oxinas Partners Wealth Management
Indiana
$772K +$143K +1,571 +23%
FPAS
348
Focus Partners Advisor Solutions
Missouri
$770K +$180K +1,976 +31%
CGA
349
Crescent Grove Advisors
Illinois
$758K – – –
NF
350
Norwood Financial
Pennsylvania
$752K -$3.65K -40 -0.5%
12 13
14
15 16