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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 %
AQR Capital Management
551
AQR Capital Management
Connecticut
$326K +$326K +3,703 New
CPSC
552
Carl P. Sherr & Co
Massachusetts
$326K – – –
PA
553
Probity Advisors
Texas
$321K – – –
GWS
554
Glassman Wealth Services
Virginia
$320K – – –
TWM
555
Trueblood Wealth Management
Ohio
$320K – – –
SWA
556
Stratos Wealth Advisors
Ohio
$320K -$45.6K -517 -12%
WLPWM
557
Walled Lake Planning & Wealth Management
Illinois
$319K -$6.43K -73 -2%
TW
558
Transform Wealth
Colorado
$319K -$11.1K -126 -3%
TSS
559
Two Sigma Securities
New York
$317K +$317K +3,600 New
VFA
560
Valeo Financial Advisors
Indiana
$315K -$7.93K -90 -2%
WWM
561
Western Wealth Management
Colorado
$311K – – –
B
562
Bailard
California
$308K – – –
WCP
563
Wick Capital Partners
Pennsylvania
$308K – – –
BHBT
564
Burke & Herbert Bank & Trust
Virginia
$308K +$308K +3,490 New
BCA
565
Bay Colony Advisors
Massachusetts
$306K +$88 +1 +0%
KPWS
566
Kestra Private Wealth Services
Texas
$305K -$15.9K -180 -5%
PFBT
567
Parkside Financial Bank & Trust
Missouri
$304K -$21.8K -247 -7%
SCA
568
Sandy Cove Advisors
Massachusetts
$301K +$176 +2 +0.1%
DC
569
Davenport & Co
Virginia
$301K – – –
WB
570
WesBanco Bank
West Virginia
$300K -$6.08K -69 -2%
RZH
571
Relyea Zuckerberg Hanson
Connecticut
$300K +$300K +3,404 New
NIM
572
Northeast Investment Management
Massachusetts
$300K – – –
KIG
573
Kowal Investment Group
Wisconsin
$298K +$441 +5 +0.1%
TNB
574
Thomasville National Bank
Georgia
$297K -$12.3K -140 -4%
AIA
575
Allied Investment Advisors
Montana
$296K – – –
21 22
23
24 25