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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 %
GWA
451
Geometric Wealth Advisors
District of Columbia
$488K +$488K +5,537 New
PCH
452
PGIM Custom Harvest
New Jersey
$483K – – –
TFS
453
Thoroughbred Financial Services
Tennessee
$482K +$69.2K +786 +17%
ECM
454
Evergreen Capital Management
Washington
$480K -$38.9K -441 -7%
SDWMA
455
Schneider Downs Wealth Management Advisors
Pennsylvania
$479K – – –
AF
456
Allworth Financial
California
$477K +$35.8K +398 +8%
AFTS
457
American Financial & Tax Strategies
New York
$476K – – –
S
458
Sunpointe
Missouri
$476K – – –
6F
459
626 Financial
Michigan
$474K – – –
DP
460
Denver PWM
Colorado
$471K +$793 +9 +0.2%
TI
461
Trexquant Investment
Connecticut
$467K +$467K +5,300 New
IA
462
Insight Advisors
Pennsylvania
$465K +$441 +5 +0.1%
HP
463
Holistic Planning
Texas
$464K -$20.8K -228 -4%
BMWM
464
Brown Miller Wealth Management
Virginia
$462K -$47K -533 -9%
BHWM
465
Bar Harbor Wealth Management
New Hampshire
$459K -$23.4K -266 -5%
HCMT
466
Highland Capital Management (Tennessee)
Tennessee
$454K – – –
EWM
467
Evercore Wealth Management
New York
$454K – – –
MFWP
468
Mosaic Family Wealth Partners
Missouri
$445K – – –
KFS
469
Kurt F. Somerville
$441K -$583K -6,620 -57%
HTC
470
Haverford Trust Company
Pennsylvania
$440K +$1.76K +20 +0.4%
DTC
471
Davidson Trust Company
Washington
$438K -$62.2K -706 -12%
GIA
472
Gladstone Institutional Advisory
Florida
$438K -$36.6K -415 -8%
PFA
473
Petra Financial Advisors
Colorado
$432K – – –
TF
474
Tompkins Financial
New York
$428K -$2.91K -33 -0.7%
MF
475
Meridian Financial
Massachusetts
$428K +$110K +1,247 +35%
17 18
19
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