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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 %
PFBT
526
Parkside Financial Bank & Trust
Missouri
$338K +$22.5K +247 +7%
WLPWM
527
Walled Lake Planning & Wealth Management
Illinois
$337K -$5.75K -63 -2%
CPSC
528
Carl P. Sherr & Co
Massachusetts
$337K – – –
CWM
529
Cornerstone Wealth Management
Missouri
$335K -$63.7K -698 -16%
CL
530
Choreo LLC
Illinois
$334K +$182 +2 +0.1%
AWA
531
Amplius Wealth Advisors
Pennsylvania
$334K +$49.7K +545 +18%
PA
532
Probity Advisors
Texas
$333K – – –
KPWS
533
Kestra Private Wealth Services
Texas
$332K -$9.58K -105 -3%
GWS
534
Glassman Wealth Services
Virginia
$332K – – –
TWM
535
Trueblood Wealth Management
Ohio
$331K – – –
MF
536
Meridian Financial
Massachusetts
$329K +$10.1K +111 +3%
Fisher Asset Management
537
Fisher Asset Management
Washington
$328K +$328K +3,593 New
DAS
538
Dynamic Advisor Solutions
Arizona
$325K -$19.3K -212 -6%
WWM
539
Western Wealth Management
Colorado
$322K -$10.4K -114 -3%
TNB
540
Thomasville National Bank
Georgia
$320K – – –
B
541
Bailard
California
$319K +$16K +175 +5%
NS
542
NBC Securities
Alabama
$319K +$94 +1 +0%
VFA
543
Valeo Financial Advisors
Indiana
$319K +$5.05K +58 +2%
WCP
544
Wick Capital Partners
Pennsylvania
$319K +$319K +3,492 New
SFG
545
Summit Financial Group
West Virginia
$318K – – –
PAS
546
Park Avenue Securities
New York
$318K -$406K -4,448 -56%
WB
547
WesBanco Bank
West Virginia
$317K -$4.84K -53 -2%
BCA
548
Bay Colony Advisors
Massachusetts
$317K +$5.02K +55 +2%
HIC
549
Hartline Investment Corp
Illinois
$317K +$317K +3,475 New
SCP
550
Stevens Capital Partners
Nebraska
$314K -$24.4K -267 -7%
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