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iShares S&P Mid-Cap 400 Growth ETF
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Overview Fund Activity

872 hedge funds and large institutions have $6.88B invested in iShares S&P Mid-Cap 400 Growth ETF in 2024 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 280 increasing their positions, 249 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
872
Holders Change
+20
Holders Change %
+2.35%
% of All Funds
12.61%
Holding in Top 10
27
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.9%
% of All Funds
0.39%
New
70
Increased
280
Reduced
249
Closed
43
Calls
$460K
Puts
–
Net Calls
+$460K
Net Calls Change
+$231K

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$57.8M
2
Bank of America
Bank of America
North Carolina
+$32.5M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$17.4M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$14.9M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$10.2M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$127M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$90.2M
3
Wells Fargo
Wells Fargo
California
-$28.7M
4
CJH
Christopher J. Hasenberg
Wisconsin
-$22.8M
5
LPL Financial
LPL Financial
California
-$16.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
NB
551
NBT Bank
New York
$350K – – –
IBOK
552
Independence Bank of Kentucky
Kentucky
$346K – – –
HCP
553
Holt Capital Partners
Texas
$344K – – –
CPSC
554
Carl P. Sherr & Co
Massachusetts
$342K +$1.93K +21 +0.6%
DC
555
Davenport & Co
Virginia
$341K +$27.2K +296 +9%
MFA
556
Mayflower Financial Advisors
Massachusetts
$341K -$38.2K -415 -10%
Neuberger Berman Group
557
Neuberger Berman Group
New York
$336K +$336K +3,658 New
PA
558
Probity Advisors
Texas
$335K – – –
GWS
559
Glassman Wealth Services
Virginia
$334K – – –
TWM
560
Trueblood Wealth Management
Ohio
$333K – – –
WLPWM
561
Walled Lake Planning & Wealth Management
Illinois
$333K +$184 +2 +0.1%
OSAM
562
O'Shaughnessy Asset Management
Connecticut
$329K +$138K +1,472 +72%
VFA
563
Valeo Financial Advisors
Indiana
$329K – – –
AAS
564
Annex Advisory Services
Wisconsin
$327K +$63.2K +688 +24%
WWM
565
Western Wealth Management
Colorado
$324K +$184 +2 +0.1%
KPWS
566
Kestra Private Wealth Services
Texas
$324K +$5.33K +58 +2%
WCP
567
Wick Capital Partners
Pennsylvania
$321K – – –
BHBT
568
Burke & Herbert Bank & Trust
Virginia
$321K – – –
FPGK
569
Financial Partners Group (Kansas)
Kansas
$320K +$33.2K +361 +12%
TW
570
Transform Wealth
Colorado
$320K -$12.2K -133 -4%
BCA
571
Bay Colony Advisors
Massachusetts
$320K +$184 +2 +0.1%
PFBT
572
Parkside Financial Bank & Trust
Missouri
$317K – – –
GLA
573
Good Life Advisors
Pennsylvania
$315K +$315K +3,432 New
TNB
574
Thomasville National Bank
Georgia
$315K +$5.52K +60 +2%
DAS
575
Dynamic Advisor Solutions
Arizona
$315K -$932K -10,143 -75%
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