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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 %
CWC
476
Carolinas Wealth Consulting
North Carolina
$426K +$145K +1,650 +52%
AWA
477
Aaron Wealth Advisors
Illinois
$423K – – –
DWM
478
Diversify Wealth Management
Utah
$422K +$422K +4,976 New
BTWM
479
Brass Tax Wealth Management
Ohio
$421K – – –
WPW
480
Waldron Private Wealth
Pennsylvania
$419K – – –
GPA
481
Guerra Pan Advisors
New Jersey
$419K +$168K +1,909 +67%
Betterment LLC
482
Betterment LLC
New York
$418K -$264 -3 -0.1%
RSWM
483
Robertson Stephens Wealth Management
California
$418K +$13.8K +157 +3%
DA
484
Doliver Advisors
Texas
$417K -$8.81K -100 -2%
PFA
485
Pure Financial Advisors
California
$417K – – –
NCM
486
NCM Capital Management
New Jersey
$417K – – –
SAM
487
Sawgrass Asset Management
Florida
$416K – – –
Fayez Sarofim & Co
488
Fayez Sarofim & Co
Texas
$412K – – –
PAS
489
Park Avenue Securities
New York
$411K +$104K +1,178 +34%
CFG
490
Clayton Financial Group
Missouri
$410K – – –
IA
491
IFG Advisory
Georgia
$410K +$410K +4,649 New
MG
492
Mather Group
Illinois
$409K +$120K +1,311 +41%
OPAM
493
Ocean Park Asset Management
California
$406K +$57.4K +651 +16%
TAM
494
Tocqueville Asset Management
New York
$406K – – –
MAM
495
MMA Asset Management
Pennsylvania
$406K – – –
PA
496
Parallel Advisors
California
$405K +$6.7K +76 +2%
OSNBOA
497
Old Second National Bank of Aurora
Illinois
$398K +$398K +4,520 New
PWA
498
PCG Wealth Advisors
Kansas
$397K +$352 +4 +0.1%
SBIA
499
Sheaff Brock Investment Advisors
Indiana
$396K – – –
HBW
500
Hazlett, Burt & Watson
West Virginia
$395K -$12.2K -139 -3%
18 19
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