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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.

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
WSFS
1
Wilmington Savings Fund Society
Delaware
$49.5M
2
CJH
2
Christopher J. Hasenberg
Wisconsin
$29.7M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$230M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$33.2M
5
Lido Advisors
5
Lido Advisors
California
$43.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$608M
2
UFF
2
USA Financial Formulas
Michigan
$0
3
Wells Fargo
3
Wells Fargo
California
$662M
4
MWM
4
Modern Wealth Management
Kansas
$0
5
PRS
5
Pinkerton Retirement Specialists
Idaho
$443K
Name Market Value Shares Shares
Change 		Shares
Change %
WJA
26
Willis Johnson & Associates
Texas
$55.4M 607,670 +5,649 +0.9%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$53.6M 585,874 -33,411 -5%
WSFS
28
Wilmington Savings Fund Society
Delaware
$49.5M 542,997 +542,997 New
RJFSA
29
Raymond James Financial Services Advisors
Florida
$47.7M 522,256 -16,705 -3%
Truist Financial
30
Truist Financial
North Carolina
$45.6M 499,992 -30,337 -6%
BF
31
BOK Financial
Oklahoma
$44.4M 488,300 -9,566 -2%
HighTower Advisors
32
HighTower Advisors
Illinois
$44.4M 485,948 +31,964 +7%
Lido Advisors
33
Lido Advisors
California
$43.8M 480,363 +225,987 +89%
JIC
34
Joel Isaacson & Co
New York
$43.8M 479,510 +9,337 +2%
Cerity Partners
35
Cerity Partners
New York
$41.5M 454,773 +3,930 +0.9%
RFC
36
Regions Financial Corp
Alabama
$40.9M 447,678 -10,845 -2%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$33.2M 363,889 +264,626 +267%
SPIA
38
Steward Partners Investment Advisory
New York
$30M 328,452 +54,648 +20%
CJH
39
Christopher J. Hasenberg
Wisconsin
$29.7M 325,177 +325,177 New
Mariner
40
Mariner
Kansas
$29.5M 323,353 +55,720 +21%
AG
41
AlTi Global
New York
$28.3M 310,123 -8,750 -3%
SL
42
Salomon & Ludwin
Virginia
$28.1M 308,209 -5,213 -2%
WIA
43
World Investment Advisors
California
$27.5M 301,416 -95,278 -24%
SC
44
Savant Capital
Illinois
$26.1M 286,091 -5,726 -2%
Osaic Holdings
45
Osaic Holdings
Arizona
$23.5M 257,331 -100,761 -28%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$22.9M 251,292 +5,800 +2%
CAN
47
Cetera Advisor Networks
California
$22.5M 246,484 -6,266 -2%
1IA
48
1834 Investment Advisors
Wisconsin
$22M 241,242 -36,821 -13%
CAL
49
Capital Advisors Ltd
Ohio
$21.6M 236,809 +2,524 +1%
CC
50
Courier Capital
New York
$21.4M 234,492 +1,059 +0.5%
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