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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 %
MCA
401
MSH Capital Advisors
Arizona
$579K -$29.2K -320 -5%
IWN
402
Independent Wealth Network
Iowa
$577K -$1.37K -15 -0.2%
UCFA
403
United Capital Financial Advisors
Texas
$577K -$547 -6 -0.1%
MWM
404
Mission Wealth Management
California
$576K +$72.7K +797 +14%
SWMP
405
Signature Wealth Management Partners
New Jersey
$575K – – –
MA
406
Mutual Advisors
Nebraska
$573K -$4.25M -46,540 -88%
HTIM
407
Harbour Trust & Investment Management
Indiana
$572K -$20.6K -226 -3%
SW
408
SVB Wealth
Massachusetts
$568K -$108K -1,186 -16%
WA
409
Wealthstream Advisors
New York
$566K – – –
HI
410
Harbour Investments
Wisconsin
$561K +$9.13K +100 +2%
TRCT
411
Tower Research Capital (TRC)
New York
$557K +$527K +5,777 +1,794%
MWM
412
Mattern Wealth Management
Kansas
$546K +$14K +153 +3%
PFG
413
Pinnacle Financial Group
Illinois
$546K – – –
BJL
414
Brighton Jones LLC
Washington
$539K -$105K -1,155 -16%
KBFS
415
Kohmann Bosshard Financial Services
Ohio
$538K – – –
TSW
416
Three Seasons Wealth
Utah
$538K +$538K +5,994 New
ECM
417
Evergreen Capital Management
Washington
$537K – – –
PS
418
Planned Solutions
California
$537K – – –
IA
419
IFG Advisors
Missouri
$537K – – –
IA
420
IFP Advisors
Florida
$537K -$5.48K -60 -1%
TT
421
TI-Trust
Illinois
$534K +$534K +5,854 New
CFS
422
CRA Financial Services
New Jersey
$533K +$12.8K +140 +2%
D
423
Dentgroup
Louisiana
$530K -$40.1K -439 -7%
HH
424
Hilltop Holdings
Texas
$528K +$10.6K +116 +2%
BMWM
425
Brown Miller Wealth Management
Virginia
$527K – – –
15 16
17
18 19