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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 %
DC
551
Davenport & Co
Virginia
$312K – – –
SCA
552
Sandy Cove Advisors
Massachusetts
$312K +$182 +2 +0.1%
NIM
553
Northeast Investment Management
Massachusetts
$310K – – –
HCM
554
Highview Capital Management
Illinois
$309K +$31.9K +350 +12%
KIG
555
Kowal Investment Group
Wisconsin
$308K +$365 +4 +0.1%
AIA
556
Allied Investment Advisors
Montana
$307K – – –
BWA
557
BlueChip Wealth Advisors
Georgia
$306K – – –
WAP
558
Wealthcare Advisory Partners
Pennsylvania
$306K +$306K +3,351 New
MA
559
Montag & Associates
Georgia
$306K +$73.6K +807 +32%
PCS
560
Personal CFO Solutions
New Jersey
$299K -$91 -1 -0%
IW
561
Imprint Wealth
South Carolina
$298K +$298K +3,274 New
FNBTCON
562
First National Bank & Trust Co of Newtown
Pennsylvania
$297K – – –
AC
563
Abbrea Capital
California
$297K – – –
FFA
564
Fragasso Financial Advisors
Pennsylvania
$296K -$6.57K -72 -2%
EPW
565
Evergreen Private Wealth
Colorado
$294K -$230K -2,518 -44%
IFWM
566
Institute for Wealth Management
Colorado
$294K -$28.7K -315 -9%
CCA
567
Clearwater Capital Advisors
Illinois
$293K – – –
BSI
568
Bennett Selby Investments
Maine
$293K – – –
SNBOSD
569
Security National Bank of So Dak
Iowa
$292K – – –
AIC
570
Argus Investors Counsel
New York
$292K +$292K +3,200 New
MGIA
571
Matthew Goff Investment Advisor
Texas
$292K +$292K +3,199 New
CFGS
572
Concourse Financial Group Securities
Alabama
$292K -$16K -175 -5%
CTC
573
Central Trust Company
Missouri
$291K – – –
CWC
574
Carolinas Wealth Consulting
North Carolina
$291K +$285K +3,120 +4,457%
DA
575
Dover Advisors
Virginia
$291K +$291K +3,188 New
21 22
23
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