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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
Morgan Stanley
New York
+$36.2M
2
WIA
World Investment Advisors
California
+$35.2M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$15.9M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$12.4M
5
LPL Financial
LPL Financial
California
+$9.31M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$983M
2
IAIM
International Assets Investment Management
Florida
-$117M
3
UFF
USA Financial Formulas
Michigan
-$77.5M
4
MWM
Modern Wealth Management
Kansas
-$67.8M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$56M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHWM
476
Bar Harbor Wealth Management
New Hampshire
$453K -$10.1K -111 -2%
HTC
477
Haverford Trust Company
Pennsylvania
$452K – – –
GCM
478
Geneva Capital Management
Wisconsin
$452K +$452K +4,968 New
MCM
479
MidAtlantic Capital Management
Virginia
$452K -$546 -6 -0.1%
MA
480
Mezzasalma Advisors
New Jersey
$446K +$446K +4,903 New
PFA
481
Petra Financial Advisors
Colorado
$446K – – –
MG
482
Mather Group
Illinois
$442K – – –
TF
483
Tompkins Financial
New York
$442K – – –
OSAM
484
O'Shaughnessy Asset Management
Connecticut
$441K +$121K +1,336 +38%
NWAG
485
Net Worth Advisory Group
Utah
$438K +$38.9K +428 +10%
JCM
486
Jacobi Capital Management
Pennsylvania
$437K +$437K +4,811 New
RSA
487
River Street Advisors
Illinois
$435K -$357K -3,926 -45%
BTWM
488
Brass Tax Wealth Management
Ohio
$435K – – –
CFG
489
Clayton Financial Group
Missouri
$432K -$3.73K -41 -0.9%
Betterment LLC
490
Betterment LLC
New York
$431K -$5.09K -56 -1%
HBW
491
Hazlett, Burt & Watson
West Virginia
$431K +$16.3K +179 +4%
CWC
492
Carolinas Wealth Consulting
North Carolina
$430K – – –
PFA
493
Pure Financial Advisors
California
$430K – – –
CA
494
CoreCap Advisors
Michigan
$430K -$4.44M -48,856 -91%
DIM
495
Delta Investment Management
California
$430K +$273 +3 +0.1%
SAM
496
Sawgrass Asset Management
Florida
$429K – – –
BFO
497
Biltmore Family Office
North Carolina
$425K -$82.2K -904 -16%
GIA
498
Gladstone Institutional Advisory
Florida
$424K -$44.4K -488 -9%
FF
499
Friday Financial
Iowa
$422K +$422K +4,638 New
QC
500
Quadrature Capital
United Kingdom
$420K +$420K +4,611 New
18 19
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