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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
+$26.6M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$24.1M
4
Lido Advisors
Lido Advisors
California
+$20.6M
5
RJA
Raymond James & Associates
Florida
+$14.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$607M
2
UFF
USA Financial Formulas
Michigan
-$66.7M
3
Wells Fargo
Wells Fargo
California
-$49.6M
4
MWM
Modern Wealth Management
Kansas
-$32.6M
5
PRS
Pinkerton Retirement Specialists
Idaho
-$31.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWP
351
RWA Wealth Partners
Massachusetts
$737K +$7.3K +80 +1%
SAF
352
Smith Anglin Financial
Texas
$737K -$295K -3,237 -29%
SCM
353
SOL Capital Management
Maryland
$736K -$41.5K -455 -5%
PMG
354
ProVise Management Group
Florida
$736K -$2.42M -26,574 -77%
OC
355
Oakworth Capital
Alabama
$734K -$91 -1 -0%
PCMC
356
Planning Capital Management Corporation
Pennsylvania
$732K +$163K +1,788 +29%
GCM
357
Gables Capital Management
Florida
$731K – – –
PCMC
358
Private Capital Management (Colorado)
Colorado
$729K – – –
PMG
359
Private Management Group
California
$713K – – –
KFI
360
Key Financial Inc
Pennsylvania
$702K -$2.19K -24 -0.3%
BSW
361
Buckingham Strategic Wealth
Missouri
$701K -$30.8K -337 -4%
MFG
362
Merit Financial Group
Georgia
$697K +$292K +3,325 +72%
AIM
363
Allen Investment Management
New York
$689K – – –
AWA
364
Arkadios Wealth Advisors
Georgia
$688K +$6.39K +70 +0.9%
CIA
365
Capital Investment Advisors
Georgia
$678K +$94.9K +1,040 +16%
HP
366
Hyperion Partners
Pennsylvania
$675K +$21.4K +234 +3%
PWA
367
Peterson Wealth Advisors
Utah
$675K +$2.74K +30 +0.4%
NPFS
368
Novak & Powell Financial Services
Florida
$675K -$1.01M -11,025 -60%
OWA
369
Octavia Wealth Advisors
Ohio
$674K -$69K -756 -9%
UCB
370
United Community Bank
South Carolina
$669K – – –
WTC
371
WhitTier Trust Company
Nevada
$660K – – –
PP
372
Prosperity Planning
Missouri
$660K +$9.95K +109 +2%
AC
373
AWM Capital
Arizona
$659K – – –
CWM
374
Cahaba Wealth Management
Georgia
$653K -$27.6K -303 -4%
VC
375
Veracity Capital
Georgia
$647K +$91 +1 +0%
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15
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