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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 %
PPW
351
Parcion Private Wealth
Washington
$813K -$9.69K -110 -1%
BOPW
352
Brandywine Oak Private Wealth
Pennsylvania
$805K -$40.5K -460 -5%
FA
353
Financial Alternatives
California
$800K – – –
PFP
354
Pinnacle Financial Partners
Tennessee
$800K – – –
TI
355
Truepoint Inc
Ohio
$794K +$705 +8 +0.1%
TTWM
356
TCV Trust & Wealth Management
Virginia
$788K – – –
GAM
357
Griffin Asset Management
New York
$783K -$33K -374 -4%
KFP
358
KMG Fiduciary Partners
Ohio
$774K – – –
SF
359
Synovus Financial
Georgia
$770K +$1.41K +16 +0.2%
HCM
360
HMS Capital Management
Tennessee
$768K -$49K -556 -6%
MMHP
361
Murphy Middleton Hinkle & Parker
Georgia
$765K -$1.15K -13 -0.1%
BPA
362
Beacon Pointe Advisors
California
$763K -$110K -1,247 -13%
IAA
363
Independent Advisor Alliance
North Carolina
$763K -$34.7K -394 -4%
HSWM
364
Hubbell Strickland Wealth Management
Louisiana
$754K -$3.35K -38 -0.4%
AWM
365
Avior Wealth Management
Nebraska
$751K -$13.1K -149 -2%
AEPWM
366
Atlantic Edge Private Wealth Management
Florida
$750K – – –
OPWM
367
Oxinas Partners Wealth Management
Indiana
$738K -$6.87K -78 -0.9%
WF
368
Welch & Forbes
Massachusetts
$738K -$131K -1,500 -15%
CGA
369
Crescent Grove Advisors
Illinois
$732K – – –
MBT
370
Montecito Bank & Trust
California
$730K -$35.2K -400 -5%
USCWA
371
U.S. Capital Wealth Advisors
Texas
$727K -$94.6K -1,074 -12%
CWAG
372
Compton Wealth Advisory Group
Virginia
$727K -$21.3K -242 -3%
RWP
373
RWA Wealth Partners
Massachusetts
$712K -$88 -1 -0%
AAG
374
Armstrong Advisory Group
Massachusetts
$710K +$9.6K +109 +1%
PCMC
375
Planning Capital Management Corporation
Pennsylvania
$707K +$793 +9 +0.1%
13 14
15
16 17