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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 %
T
501
TNF
Montana
$395K +$267 +3 +0.1%
SI
502
Saxon Interests
Texas
$393K -$881 -10 -0.2%
MCM
503
MidAtlantic Capital Management
Virginia
$391K +$52.7K +598 +16%
TWP
504
Total Wealth Planning
Ohio
$389K -$2.53K -27 -0.6%
FFG
505
Fiduciary Financial Group
California
$389K +$389K +4,155 New
SWC
506
Spectrum Wealth Counsel
Indiana
$389K -$28.6K -325 -7%
LW
507
Linscomb Wealth
Texas
$387K – – –
B
508
Bensler
Washington
$386K – – –
OPWM
509
Oakwell Private Wealth Management
Texas
$384K – – –
MWP
510
Moller Wealth Partners
$384K +$384K +4,357 New
ATFA
511
All Terrain Financial Advisors
Minnesota
$384K – – –
IIC
512
Integrated Investment Consultants
Michigan
$380K – – –
HI
513
Harbour Investments
Wisconsin
$378K -$164K -1,857 -30%
SB
514
Strategic Blueprint
Georgia
$378K +$3.08K +35 +0.8%
FT
515
Fiduciary Trust
Massachusetts
$376K -$33.5K -380 -8%
VPP
516
Vertex Planning Partners
Illinois
$376K – – –
NPF
517
Norris Perne & French
Michigan
$376K -$2.03K -23 -0.5%
RA
518
RFG Advisory
Alabama
$375K +$375K +4,256 New
Jane Street
519
Jane Street
New York
$374K +$374K +4,249 New
PCM
520
Perritt Capital Management
Illinois
$372K +$176 +2 +0%
DA
521
Dover Advisors
Virginia
$366K +$85.2K +967 +30%
MCM
522
McDonough Capital Management
Florida
$366K -$2.64K -30 -0.7%
ITIM
523
Indiana Trust & Investment Management
Indiana
$365K +$269K +3,050 +280%
WAP
524
Wealthcare Advisory Partners
Pennsylvania
$365K +$69.3K +787 +23%
CB
525
Community Bank
New York
$364K -$11K -125 -3%
19 20
21
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