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iShares S&P Mid-Cap 400 Growth ETF
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Overview Fund Activity

893 hedge funds and large institutions have $6.81B invested in iShares S&P Mid-Cap 400 Growth ETF in 2024 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 252 increasing their positions, 273 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
893
Holders Change
+21
Holders Change %
+2.41%
% of All Funds
11.89%
Holding in Top 10
18
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-33.33%
% of All Funds
0.24%
New
96
Increased
252
Reduced
273
Closed
56
Calls
$373K
Puts
$73K
Net Calls
+$300K
Net Calls Change
-$160K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$36.2M
2
WIA
World Investment Advisors
California
+$35.2M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$15.9M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$12.4M
5
LPL Financial
LPL Financial
California
+$9.31M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$983M
2
IAIM
International Assets Investment Management
Florida
-$117M
3
UFF
USA Financial Formulas
Michigan
-$77.5M
4
MWM
Modern Wealth Management
Kansas
-$67.8M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$56M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
376
Parallel Advisors
California
$719K +$301K +3,310 +72%
PWA
377
Peterson Wealth Advisors
Utah
$717K +$1.57K +17 +0.2%
DCA
378
DSG Capital Advisors
Minnesota
$714K +$714K +7,852 New
CCM
379
Corsair Capital Management
New York
$712K +$712K +7,833 New
PPW
380
Parcion Private Wealth
Washington
$698K -$73.5K -808 -10%
TWM
381
Topsail Wealth Management
North Carolina
$690K +$690K +7,583 New
AIM
382
Allen Investment Management
New York
$687K – – –
FC
383
Fairscale Capital
New Hampshire
$676K +$91 +1 +0%
PMG
384
ProVise Management Group
Florida
$672K -$6.18K -68 -0.9%
AWA
385
Amplius Wealth Advisors
Pennsylvania
$667K +$361K +3,965 +118%
KFI
386
Key Financial Inc
Pennsylvania
$664K -$4.73K -52 -0.7%
BJL
387
Brighton Jones LLC
Washington
$661K +$117K +1,285 +21%
CL
388
Choreo LLC
Illinois
$660K -$24.4K -268 -4%
OPWM
389
Oxinas Partners Wealth Management
Indiana
$658K -$10.2K -112 -2%
AC
390
AWM Capital
Arizona
$657K – – –
HPBT
391
Hickory Point Bank & Trust
Illinois
$653K +$653K +7,181 New
PMG
392
Private Management Group
California
$652K – – –
WTC
393
WhitTier Trust Company
Nevada
$651K – – –
AWA
394
Arkadios Wealth Advisors
Georgia
$646K -$2.18K -24 -0.3%
GPA
395
Guerra Pan Advisors
New Jersey
$643K +$130K +1,431 +25%
WP
396
WMS Partners
Maryland
$642K – – –
PP
397
Prosperity Planning
Missouri
$639K -$4.64K -51 -0.7%
HIA
398
Harbor Investment Advisory
Maryland
$639K – – –
CG
399
Corundum Group
Colorado
$637K – – –
BB
400
Busey Bank
Illinois
$634K +$1.18K +13 +0.2%
14 15
16
17 18