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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.

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
1
USA Financial Formulas
Michigan
$71.2M
2
MWM
2
Modern Wealth Management
Kansas
$67.8M
3
PRS
3
Pinkerton Retirement Specialists
Idaho
$34.4M
4
LPL Financial
4
LPL Financial
California
$127M
5
YCG
5
Yeomans Consulting Group
Georgia
$20.3M

Top Sellers

1
WIA
1
World Investment Advisors
California
$20.7M
2
Wells Fargo
2
Wells Fargo
California
$623M
3
DPIM
3
Duff & Phelps Investment Management
Illinois
$0
4
Bank of America
4
Bank of America
North Carolina
$296M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$59.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$54.9M 623,456 -109,862 -15%
WJA
27
Willis Johnson & Associates
Texas
$54.4M 617,123 +9,453 +2%
KeyBank National Association
28
KeyBank National Association
Ohio
$53.6M 608,240 -4,417 -0.7%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$51.6M 578,893 -6,981 -1%
WSFS
30
Wilmington Savings Fund Society
Delaware
$46.4M 526,407 -16,590 -3%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$45.5M 516,134 -6,122 -1%
HighTower Advisors
32
HighTower Advisors
Illinois
$44.4M 503,587 +17,639 +4%
Lido Advisors
33
Lido Advisors
California
$43.5M 493,427 +13,064 +3%
Truist Financial
34
Truist Financial
North Carolina
$42.7M 484,227 -15,765 -3%
BF
35
BOK Financial
Oklahoma
$42.4M 481,635 -6,665 -1%
JIC
36
Joel Isaacson & Co
New York
$42.4M 481,062 +1,552 +0.3%
Cerity Partners
37
Cerity Partners
New York
$40M 454,351 -422 -0.1%
RFC
38
Regions Financial Corp
Alabama
$39.3M 446,177 -1,501 -0.3%
PRS
39
Pinkerton Retirement Specialists
Idaho
$34.4M 390,079 +385,228 +7,941%
Osaic Holdings
40
Osaic Holdings
Arizona
$32.3M 366,187 +108,856 +42%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$31.9M 362,508 -1,381 -0.4%
Mariner
42
Mariner
Kansas
$28.8M 327,302 +3,949 +1%
AG
43
AlTi Global
New York
$25.3M 287,346 -22,777 -7%
SC
44
Savant Capital
Illinois
$24.4M 276,978 -9,113 -3%
SPIA
45
Steward Partners Investment Advisory
New York
$23.7M 269,102 -59,350 -18%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$23.6M 268,183 +16,891 +7%
CJH
47
Christopher J. Hasenberg
Wisconsin
$21.9M 248,984 -76,193 -23%
CC
48
Courier Capital
New York
$21.3M 241,402 +6,910 +3%
CAL
49
Capital Advisors Ltd
Ohio
$20.8M 235,571 -1,238 -0.5%
WIA
50
World Investment Advisors
California
$20.7M 37,894 -263,522 -87%
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