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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 %
SIM
426
Stratos Investment Management
Ohio
$526K +$548 +6 +0.1%
FNBT
427
FineMark National Bank & Trust
Florida
$525K -$87.2K -956 -14%
HSA
428
HBK Sorce Advisory
Pennsylvania
$522K – – –
DTC
429
Davidson Trust Company
Washington
$518K -$24.1K -264 -4%
BFG
430
Bleakley Financial Group
New Jersey
$514K – – –
SW
431
Simplicity Wealth
New Jersey
$514K +$514K +5,634 New
SG
432
StoneX Group
New York
$508K -$286K -3,132 -36%
BIM
433
Bridges Investment Management
Nebraska
$505K +$45.6K +500 +10%
BHWM
434
Bar Harbor Wealth Management
New Hampshire
$500K -$8.76K -96 -2%
PCH
435
PGIM Custom Harvest
New Jersey
$500K +$25.5K +279 +5%
SDWMA
436
Schneider Downs Wealth Management Advisors
Pennsylvania
$496K – – –
BB
437
Busey Bank
Illinois
$495K – – –
AFTS
438
American Financial & Tax Strategies
New York
$493K +$493K +5,406 New
S
439
Sunpointe
Missouri
$493K – – –
GIA
440
Gladstone Institutional Advisory
Florida
$491K -$8.12K -89 -2%
6F
441
626 Financial
Michigan
$491K – – –
BFEC
442
Benjamin F. Edwards & Company
Missouri
$485K +$3.56K +39 +0.7%
HP
443
Holistic Planning
Texas
$485K -$20.6K -226 -4%
IA
444
Insight Advisors
Pennsylvania
$481K -$4.29K -47 -0.9%
NSB
445
Norway Savings Bank
Maine
$480K -$90.8K -995 -16%
LWCFA
446
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$477K -$20.5K -240 -4%
DP
447
Denver PWM
Colorado
$477K -$2.41K -27 -0.5%
HCMT
448
Highland Capital Management (Tennessee)
Tennessee
$470K +$25.1K +275 +6%
EWM
449
Evercore Wealth Management
New York
$470K -$7.39K -81 -2%
MFWP
450
Mosaic Family Wealth Partners
Missouri
$461K -$2.46K -27 -0.5%
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