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iShares S&P Mid-Cap 400 Growth ETF
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Overview Fund Activity

893 hedge funds and large institutions have $6.81B invested in iShares S&P Mid-Cap 400 Growth ETF in 2024 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 252 increasing their positions, 273 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
893
Holders Change
+21
Holders Change %
+2.41%
% of All Funds
11.89%
Holding in Top 10
18
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-33.33%
% of All Funds
0.24%
New
96
Increased
252
Reduced
273
Closed
56
Calls
$373K
Puts
$73K
Net Calls
+$300K
Net Calls Change
-$160K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$653M
2
WIA
2
World Investment Advisors
California
$37.7M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$78.5M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$168M
5
LPL Financial
5
LPL Financial
California
$124M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$346M
2
IAIM
2
International Assets Investment Management
Florida
$1.14M
3
UFF
3
USA Financial Formulas
Michigan
$0
4
MWM
4
Modern Wealth Management
Kansas
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$3.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
26
KeyBank National Association
Ohio
$54.2M -$522K -5,738 -1%
HighTower Advisors
27
HighTower Advisors
Illinois
$50.5M +$2.16M +23,797 +4%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$48.6M -$3.2M -35,152 -6%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$47.8M -$19.1K -210 -0%
Cerity Partners
30
Cerity Partners
New York
$46.2M +$1.21M +13,322 +3%
BF
31
BOK Financial
Oklahoma
$45.6M +$871K +9,591 +2%
JIC
32
Joel Isaacson & Co
New York
$44M -$52.8K -581 -0.1%
WSFS
33
Wilmington Savings Fund Society
Delaware
$43.5M -$1.04M -11,401 -2%
Truist Financial
34
Truist Financial
North Carolina
$41.3M -$1.2M -13,217 -3%
RFC
35
Regions Financial Corp
Alabama
$40.2M -$59.3K -652 -0.1%
WIA
36
World Investment Advisors
California
$37.7M +$35.2M +387,238 +1,439%
MP
37
Moment Partners
California
$35.4M +$35.4M +389,529 New
Mariner
38
Mariner
Kansas
$33.9M +$4.09M +44,952 +14%
Lido Advisors
39
Lido Advisors
California
$25M -$22.8M -250,596 -48%
Jones Financial Companies
40
Jones Financial Companies
Missouri
$24.8M +$5.87M +64,502 +31%
SC
41
Savant Capital
Illinois
$24.7M -$221K -2,435 -0.9%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$24.6M +$323K +3,549 +1%
SPIA
43
Steward Partners Investment Advisory
New York
$24.6M +$63.7K +700 +0.3%
IWA
44
Inspirion Wealth Advisors
Illinois
$24.3M +$1.92M +20,993 +9%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$24M -$10.8M -118,961 -31%
CC
46
Courier Capital
New York
$24M +$485K +5,338 +2%
AG
47
AlTi Global
New York
$23.7M -$1.61M -17,723 -6%
CAL
48
Capital Advisors Ltd
Ohio
$21.2M +$50.1K +551 +0.2%
SFI
49
SPC Financial Inc
Maryland
$20.1M +$418K +4,600 +2%
Stifel Financial
50
Stifel Financial
Missouri
$19.2M -$4.54M -49,910 -19%
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