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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 %
WP
376
WMS Partners
Maryland
$644K – – –
SC
377
SouthState Corp
Florida
$642K – – –
HIA
378
Harbor Investment Advisory
Maryland
$641K +$15.5K +170 +2%
FFN
379
Focus Financial Network
Minnesota
$640K -$997K -11,729 -61%
CG
380
Corundum Group
Colorado
$639K -$165K -1,809 -21%
PSF
381
Pacific Sun Financial
California
$636K -$7.3K -80 -1%
JIC
382
Johnson Investment Counsel
Ohio
$635K – – –
HIM
383
Hanlon Investment Management
New Jersey
$633K -$35.1K -385 -5%
LFAS
384
Level Four Advisory Services
Texas
$630K – – –
AAG
385
Armstrong Advisory Group
Massachusetts
$630K – – –
LNC
386
Lincoln National Corp
Pennsylvania
$626K -$45.5K -499 -7%
SIC
387
Sigma Investment Counselors
Michigan
$622K +$274 +3 +0%
SIS
388
Sound Income Strategies
Florida
$620K +$567K +6,209 +1,058%
AF
389
Alerus Financial
North Dakota
$619K – – –
LA
390
LexAurum Advisors
Kansas
$609K +$33.9K +372 +6%
WTB
391
Washington Trust Bank
Washington
$607K +$74.4K +815 +14%
GEA
392
Glen Eagle Advisors
New Jersey
$604K -$34K -373 -5%
CCA
393
Cobblestone Capital Advisors
New York
$602K +$2.83K +31 +0.5%
LPT
394
Legacy Private Trust
Wisconsin
$596K -$75.2K -824 -11%
MAWCM
395
Mine & Arao Wealth Creation & Management
California
$596K +$547 +6 +0.1%
PAM
396
Palisade Asset Management
Minnesota
$596K – – –
SJGA
397
Stephen J. Garry & Associates
New York
$588K – – –
WSTAM
398
Wilbanks Smith & Thomas Asset Management
Virginia
$588K – – –
GM
399
GeoWealth Management
Illinois
$588K +$588K +6,443 New
KP
400
Keel Point
Alabama
$579K +$579K +6,341 New
14 15
16
17 18