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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 %
CPSC
551
Carl P. Sherr & Co
Massachusetts
$344K +$5.91K +65 +2%
IBOK
552
Independence Bank of Kentucky
Kentucky
$342K – – –
AWA
553
ARQ Wealth Advisors
Arizona
$341K -$8.37K -92 -2%
HCP
554
Holt Capital Partners
Texas
$340K – – –
PCM
555
Park Capital Management
Wisconsin
$340K +$340K +3,736 New
FPGK
556
Financial Partners Group (Kansas)
Kansas
$337K +$20.3K +223 +6%
Neuberger Berman Group
557
Neuberger Berman Group
New York
$333K – – –
PFBT
558
Parkside Financial Bank & Trust
Missouri
$332K +$18.2K +200 +6%
Citadel Advisors
559
Citadel Advisors
Florida
$331K -$2.49M -27,338 -88%
GWS
560
Glassman Wealth Services
Virginia
$331K – – –
SWA
561
Stratos Wealth Advisors
Ohio
$330K -$1.12M -12,263 -77%
DC
562
Davenport & Co
Virginia
$330K -$7.64K -84 -2%
TWM
563
Trueblood Wealth Management
Ohio
$329K -$727 -8 -0.2%
WB
564
WesBanco Bank
West Virginia
$327K +$24.4K +268 +8%
MFA
565
Mayflower Financial Advisors
Massachusetts
$327K -$10.5K -115 -3%
FLP
566
Financial Life Planners
Arizona
$325K +$325K +3,574 New
WLPWM
567
Walled Lake Planning & Wealth Management
Illinois
$325K -$4.91K -54 -1%
AAS
568
Annex Advisory Services
Wisconsin
$323K – – –
SG
569
Stanich Group
New York
$323K +$323K +3,550 New
WWM
570
Western Wealth Management
Colorado
$323K +$1.73K +19 +0.5%
PA
571
Probity Advisors
Texas
$322K -$9.09K -100 -3%
TNB
572
Thomasville National Bank
Georgia
$322K +$10.3K +113 +3%
BHBT
573
Burke & Herbert Bank & Trust
Virginia
$317K – – –
FWP
574
FAS Wealth Partners
Kansas
$317K -$46.5K -511 -13%
BCA
575
Bay Colony Advisors
Massachusetts
$316K +$182 +2 +0.1%
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