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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 %
HTC
451
Haverford Trust Company
Pennsylvania
$454K – – –
AF
452
Allworth Financial
California
$448K +$19.3K +212 +5%
PFA
453
Petra Financial Advisors
Colorado
$447K – – –
TF
454
Tompkins Financial
New York
$446K – – –
PRS
455
Pinkerton Retirement Specialists
Idaho
$443K -$31.4M -344,264 -99%
FW
456
FirstPurpose Wealth
Utah
$442K +$799 +9 +0.2%
DA
457
Doliver Advisors
Texas
$441K -$59.1K -648 -12%
AWA
458
Aaron Wealth Advisors
Illinois
$438K – – –
BTWM
459
Brass Tax Wealth Management
Ohio
$436K +$436K +4,780 New
WPW
460
Waldron Private Wealth
Pennsylvania
$434K +$15.3K +168 +4%
Betterment LLC
461
Betterment LLC
New York
$433K -$16.2K -178 -4%
SWC
462
Spectrum Wealth Counsel
Indiana
$432K -$9.13K -100 -2%
PFA
463
Pure Financial Advisors
California
$432K – – –
NCM
464
NCM Capital Management
New Jersey
$431K -$14.6K -160 -3%
SAM
465
Sawgrass Asset Management
Florida
$431K -$372K -4,076 -46%
Fayez Sarofim & Co
466
Fayez Sarofim & Co
Texas
$427K – – –
TFS
467
Thoroughbred Financial Services
Tennessee
$427K +$66.3K +728 +18%
FT
468
Fiduciary Trust
Massachusetts
$424K – – –
HBW
469
Hazlett, Burt & Watson
West Virginia
$422K +$29.7K +325 +8%
TAM
470
Tocqueville Asset Management
New York
$421K – – –
RSWM
471
Robertson Stephens Wealth Management
California
$418K – – –
SWM
472
StoneCrest Wealth Management
Arizona
$418K -$1.83K -20 -0.4%
OSAM
473
O'Shaughnessy Asset Management
Connecticut
$415K – – –
PA
474
Parallel Advisors
California
$413K +$2.19K +24 +0.5%
LWM
475
Lyell Wealth Management
California
$412K -$15.1K -165 -4%
17 18
19
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