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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 %
BJL
401
Brighton Jones LLC
Washington
$624K +$104K +1,179 +20%
WP
402
WMS Partners
Maryland
$622K – – –
SC
403
SouthState Corp
Florida
$620K – – –
HIA
404
Harbor Investment Advisory
Maryland
$619K – – –
HIM
405
Hanlon Investment Management
New Jersey
$619K +$7.23K +82 +1%
BB
406
Busey Bank
Illinois
$618K +$140K +1,584 +29%
CG
407
Corundum Group
Colorado
$617K – – –
JIC
408
Johnson Investment Counsel
Ohio
$613K – – –
PSF
409
Pacific Sun Financial
California
$606K -$7.49K -85 -1%
UCB
410
United Community Bank
South Carolina
$605K -$41.3K -469 -6%
LFAS
411
Level Four Advisory Services
Texas
$603K -$98K -1,112 -14%
MAWCM
412
Mine & Arao Wealth Creation & Management
California
$598K +$22.5K +255 +4%
AF
413
Alerus Financial
North Dakota
$598K – – –
LWCFA
414
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$597K +$76K +813 +15%
MCA
415
MSH Capital Advisors
Arizona
$594K +$35.2K +400 +6%
FFN
416
Focus Financial Network
Minnesota
$594K -$94.4K -1,032 -14%
SIS
417
Sound Income Strategies
Florida
$588K -$11.2K -127 -2%
VC
418
Veracity Capital
Georgia
$584K -$40.4K -458 -6%
CCA
419
Cobblestone Capital Advisors
New York
$579K -$2.73K -31 -0.5%
GEA
420
Glen Eagle Advisors
New Jersey
$579K -$4.76K -54 -0.8%
LPT
421
Legacy Private Trust
Wisconsin
$576K – – –
PAM
422
Palisade Asset Management
Minnesota
$576K – – –
SJGA
423
Stephen J. Garry & Associates
New York
$558K -$10.6K -120 -2%
KP
424
Keel Point
Alabama
$556K +$263 +3 +0%
SWMP
425
Signature Wealth Management Partners
New Jersey
$555K – – –
15 16
17
18 19