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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
+$33.9M
4
LPL Financial
LPL Financial
California
+$23.2M
5
YCG
Yeomans Consulting Group
Georgia
+$20.3M

Top Sellers

1
WIA
World Investment Advisors
California
-$144M
2
Wells Fargo
Wells Fargo
California
-$16.4M
3
DPIM
Duff & Phelps Investment Management
Illinois
-$15.9M
4
Bank of America
Bank of America
North Carolina
-$15.8M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
326
Fiduciary Alliance
South Carolina
$974K -$1.49K -17 -0.2%
FCBT
327
First Citizens Bank & Trust
North Carolina
$973K -$75.2K -854 -7%
TIAA Trust, National Association
328
TIAA Trust, National Association
North Carolina
$971K -$105K -1,191 -10%
CAL
329
Capital Analysts LLC
Pennsylvania
$965K – – –
CF
330
Centaurus Financial
California
$953K +$725K +8,220 +317%
MIC
331
Meridian Investment Counsel
California
$938K – – –
MC
332
Moors & Cabot
Massachusetts
$927K +$66.9K +759 +8%
BCG
333
Breakwater Capital Group
New Jersey
$921K +$47.8K +542 +5%
CHC
334
City Holding Co
West Virginia
$903K +$17.6K +200 +2%
PPW
335
Presilium Private Wealth
Pennsylvania
$894K – – –
BSB
336
Bangor Savings Bank
Maine
$891K – – –
Kayne Anderson Rudnick Investment Management
337
Kayne Anderson Rudnick Investment Management
California
$891K +$9.6K +109 +1%
PIAS
338
PCA Investment Advisory Services
Ohio
$887K -$206K -2,340 -19%
HCA
339
Harbour Capital Advisors
Virginia
$887K – – –
HWA
340
Heartwood Wealth Advisors
Virginia
$887K – – –
BlackRock
341
BlackRock
New York
$880K -$23.9K -271 -3%
CA
342
Crewe Advisors
Utah
$878K +$802K +9,106 +1,061%
QCG
343
Quadrant Capital Group
Ohio
$876K – – –
HW
344
Hancock Whitney
Mississippi
$872K -$34.5K -392 -4%
RA
345
Ruggaard & Associates
Ohio
$865K -$1.06K -12 -0.1%
CPIG
346
Chicago Partners Investment Group
Illinois
$859K +$1.28K +14 +0.1%
VVP
347
Venture Visionary Partners
Ohio
$844K – – –
SAG
348
SageView Advisory Group
California
$833K +$833K +9,454 New
NFG
349
Nations Financial Group
Iowa
$825K -$75.2K -854 -8%
FPAS
350
Focus Partners Advisor Solutions
Missouri
$823K +$79.3K +900 +11%
12 13
14
15 16