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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 %
GFS
501
GYL Financial Synergies
Connecticut
$376K – – –
SWM
502
SeaCrest Wealth Management
New York
$375K +$182 +2 +0%
FWP
503
FAS Wealth Partners
Kansas
$371K +$7.94K +87 +2%
NFC
504
Northeast Financial Consultants
Connecticut
$371K – – –
MFA
505
Mayflower Financial Advisors
Massachusetts
$370K +$39.1K +429 +12%
IB
506
Intrust Bank
Kansas
$367K – – –
WA
507
Wealthstar Advisors
Texas
$366K +$366K +4,010 New
CIC
508
Carnegie Investment Counsel
Ohio
$365K -$31.8K -349 -8%
HWA
509
HCR Wealth Advisors
California
$364K – – –
WCA
510
Waypoint Capital Advisors
Minnesota
$364K – – –
SHWM
511
Smith & Howard Wealth Management
Georgia
$362K +$105K +1,149 +41%
OPAM
512
Ocean Park Asset Management
California
$361K +$361K +3,961 New
TC
513
TownSquare Capital
Utah
$360K -$3.18M -34,877 -90%
TB
514
Terril Brothers
Missouri
$356K – – –
HFA
515
High Falls Advisors
New York
$356K – – –
BFM
516
Boston Financial Management
Massachusetts
$356K +$1.92K +21 +0.5%
MA
517
MKT Advisors
California
$355K – – –
AWA
518
ARQ Wealth Advisors
Arizona
$351K – – –
MCM
519
MidAtlantic Capital Management
Virginia
$350K +$5.84K +64 +2%
Empower Advisory Group
520
Empower Advisory Group
Colorado
$347K -$344K -3,766 -50%
NB
521
NBT Bank
New York
$347K – – –
IBOK
522
Independence Bank of Kentucky
Kentucky
$343K – – –
DIM
523
Delta Investment Management
California
$343K -$5.75K -63 -2%
TW
524
Transform Wealth
Colorado
$341K -$15K -164 -4%
HCP
525
Holt Capital Partners
Texas
$341K – – –
19 20
21
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