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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 %
OWA
376
Octavia Wealth Advisors
Ohio
$707K +$55.7K +632 +9%
GCM
377
Gables Capital Management
Florida
$706K – – –
MFG
378
Merit Financial Group
Georgia
$705K +$5.9K +67 +0.8%
OC
379
Oakworth Capital
Alabama
$705K -$3.44K -39 -0.5%
MWM
380
Modera Wealth Management
New Jersey
$705K +$333K +3,784 +90%
PCMC
381
Private Capital Management (Colorado)
Colorado
$704K – – –
FC
382
Fairscale Capital
New Hampshire
$703K +$703K +7,516 New
SCM
383
SOL Capital Management
Maryland
$700K -$11.5K -131 -2%
QCM
384
Quantinno Capital Management
New York
$695K -$68.5K -777 -9%
HP
385
Hyperion Partners
Pennsylvania
$692K +$39.4K +447 +6%
BSW
386
Buckingham Strategic Wealth
Missouri
$688K +$11.5K +131 +2%
PMG
387
ProVise Management Group
Florida
$678K -$32.4K -368 -5%
KFI
388
Key Financial Inc
Pennsylvania
$672K -$5.02K -57 -0.7%
AIM
389
Allen Investment Management
New York
$666K – – –
AWA
390
Arkadios Wealth Advisors
Georgia
$665K +$88 +1 +0%
CIA
391
Capital Investment Advisors
Georgia
$655K +$1.06K +12 +0.2%
CL
392
Choreo LLC
Illinois
$654K +$335K +3,846 +105%
RSA
393
River Street Advisors
Illinois
$653K +$653K +7,412 New
PWA
394
Peterson Wealth Advisors
Utah
$653K +$969 +11 +0.1%
WTC
395
WhitTier Trust Company
Nevada
$637K – – –
AC
396
AWM Capital
Arizona
$637K – – –
STA
397
Summit Trail Advisors
New York
$635K -$453K -5,137 -42%
PP
398
Prosperity Planning
Missouri
$633K -$3.52K -40 -0.6%
PMG
399
Private Management Group
California
$631K -$57.1K -648 -8%
CWM
400
Cahaba Wealth Management
Georgia
$630K – – –
14 15
16
17 18