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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 %
MAM
476
MMA Asset Management
Pennsylvania
$411K -$4.64K -52 -1%
PWA
477
PCG Wealth Advisors
Kansas
$411K +$274 +3 +0.1%
CFG
478
Clayton Financial Group
Missouri
$410K +$410K +4,494 New
SBIA
479
Sheaff Brock Investment Advisors
Indiana
$410K – – –
RWM
480
Revisor Wealth Management
Ohio
$409K +$409K +4,800 New
SI
481
Saxon Interests
Texas
$408K -$4.47K -49 -1%
LW
482
Linscomb Wealth
Texas
$401K – – –
B
483
Bensler
Washington
$400K +$91 +1 +0%
OPWM
484
Oakwell Private Wealth Management
Texas
$398K – – –
ATFA
485
All Terrain Financial Advisors
Minnesota
$397K -$59.3K -650 -13%
CA
486
CoreCap Advisors
Michigan
$393K -$902K -9,880 -70%
NPF
487
Norris Perne & French
Michigan
$391K -$18.3K -200 -4%
VPP
488
Vertex Planning Partners
Illinois
$390K – – –
SB
489
Strategic Blueprint
Georgia
$388K – – –
CB
490
Community Bank
New York
$388K -$11.4K -125 -3%
PCM
491
Perritt Capital Management
Illinois
$385K +$91 +1 +0%
T
492
TNF
Montana
$385K – – –
MWM
493
Modera Wealth Management
New Jersey
$385K -$30.7K -336 -7%
FCP
494
Fidelis Capital Partners
Florida
$384K – – –
RWM
495
Ritholtz Wealth Management
New York
$384K – – –
TWP
496
Total Wealth Planning
Ohio
$382K -$9.67K -106 -2%
MCM
497
McDonough Capital Management
Florida
$382K -$3.29K -36 -0.9%
VIA
498
Vickerman Investment Advisors
Washington
$381K -$4.29K -47 -1%
IIC
499
Integrated Investment Consultants
Michigan
$380K -$821 -9 -0.2%
SWA
500
Stratos Wealth Advisors
Ohio
$378K +$183 +2 +0%
18 19
20
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