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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 %
AF
401
Allworth Financial
California
$631K +$146K +1,513 +30%
DQRIM
402
Dale Q Rice Investment Management
Washington
$627K +$627K +6,890 New
RAS
403
RPS Advisory Solutions
Kentucky
$626K -$2.75M -30,228 -81%
CWM
404
Cahaba Wealth Management
Georgia
$625K -$15.7K -173 -2%
UCB
405
United Community Bank
South Carolina
$624K – – –
SCM
406
Saxony Capital Management
Missouri
$623K -$1.59M -17,527 -72%
AF
407
Alerus Financial
North Dakota
$617K +$546 +6 +0.1%
DWM
408
Daner Wealth Management
Georgia
$614K +$614K +6,461 New
SC
409
SouthState Corp
Florida
$610K -$29.6K -325 -5%
GEA
410
Glen Eagle Advisors
New Jersey
$606K -$7.18K -79 -1%
WTB
411
Washington Trust Bank
Washington
$603K -$9.55K -105 -2%
VC
412
Veracity Capital
Georgia
$602K +$2.73K +30 +0.5%
BF
413
Bonfire Financial
Colorado
$601K +$601K +6,614 New
CCA
414
Cobblestone Capital Advisors
New York
$597K – – –
QCG
415
Quadrant Capital Group
Ohio
$596K -$308K -3,388 -34%
EAM
416
Everstar Asset Management
North Carolina
$596K -$30K -330 -5%
FFN
417
Focus Financial Network
Minnesota
$590K -$364 -4 -0.1%
RMP
418
Richards, Merrill & Peterson
Washington
$588K +$588K +6,471 New
LWCFA
419
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$587K +$27.8K +296 +5%
GVAG
420
Great Valley Advisor Group
Delaware
$582K +$186K +2,044 +47%
LPT
421
Legacy Private Trust
Wisconsin
$582K -$12.4K -136 -2%
JIC
422
Johnson Investment Counsel
Ohio
$578K -$54.1K -595 -9%
KP
423
Keel Point
Alabama
$578K +$364 +4 +0.1%
MCA
424
MSH Capital Advisors
Arizona
$576K – – –
SWMP
425
Signature Wealth Management Partners
New Jersey
$573K – – –
15 16
17
18 19