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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 %
FFG
526
Fiduciary Financial Group
California
$377K – – –
AWA
527
Aaron Wealth Advisors
Illinois
$377K -$59.7K -656 -14%
ITIM
528
Indiana Trust & Investment Management
Indiana
$376K – – –
ET
529
Equitable Trust
Tennessee
$376K +$376K +4,138 New
CIC
530
Carnegie Investment Counsel
Ohio
$376K +$12.8K +141 +4%
TWP
531
Total Wealth Planning
Ohio
$376K -$2.64K -29 -0.7%
VIA
532
Vickerman Investment Advisors
Washington
$375K – – –
LW
533
Linscomb Wealth
Texas
$374K – – –
B
534
Bensler
Washington
$373K -$25.4K -279 -6%
NFC
535
Northeast Financial Consultants
Connecticut
$370K – – –
IA
536
Insight Advisors
Pennsylvania
$369K -$99.5K -1,093 -21%
CB
537
Community Bank
New York
$368K – – –
AF
538
Aviso Financial
Ontario, Canada
$366K +$71.4K +785 +24%
IB
539
Intrust Bank
Kansas
$363K – – –
HWA
540
HCR Wealth Advisors
California
$363K – – –
OSNBOA
541
Old Second National Bank of Aurora
Illinois
$362K -$84K -924 -19%
CIA
542
Compass Investment Advisers
Oregon
$359K +$359K +3,951 New
WAP
543
Wealthcare Advisory Partners
Pennsylvania
$356K +$364 +4 +0.1%
AssetMark Inc
544
AssetMark Inc
California
$356K +$190K +2,087 +114%
TB
545
Terril Brothers
Missouri
$355K – – –
BFM
546
Boston Financial Management
Massachusetts
$354K – – –
NB
547
NBT Bank
New York
$354K +$7.64K +84 +2%
HCM
548
Highview Capital Management
Illinois
$353K – – –
BCA
549
Bay Capital Advisors
Virginia
$348K +$348K +3,822 New
HFA
550
High Falls Advisors
New York
$346K -$9.09K -100 -3%
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