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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 %
PMFA
576
Plante Moran Financial Advisors
Michigan
$291K +$8.4K +92 +3%
SCTC
577
Sanibel Captiva Trust Company
Florida
$286K +$286K +3,134 New
HB
578
HTLF Bank
Colorado
$286K -$16.2K -178 -5%
FMWA
579
Forvis Mazars Wealth Advisors
Missouri
$286K -$9.22K -101 -3%
EBA
580
Eagle Bay Advisors
New York
$286K +$27.8K +305 +11%
FPGK
581
Financial Partners Group (Kansas)
Kansas
$286K +$10.3K +113 +4%
AI
582
Accredited Investors
Minnesota
$286K – – –
GWM
583
Geneos Wealth Management
Colorado
$283K – – –
HNWAG
584
High Net Worth Advisory Group
Florida
$281K – – –
TCM
585
Traynor Capital Management
Pennsylvania
$278K +$278K +3,047 New
HFS
586
Heritage Financial Services
Massachusetts
$277K +$277K +3,040 New
SFG
587
Sage Financial Group
Pennsylvania
$275K -$4.56K -50 -2%
GPA
588
Garrison Point Advisors
California
$274K -$11.9K -130 -4%
CWM
589
Connecticut Wealth Management
Connecticut
$274K – – –
CCM
590
Condor Capital Management
New Jersey
$273K -$988K -10,830 -78%
WHG
591
Westwood Holdings Group
Texas
$273K – – –
BSWA
592
Bromfield Sneider Wealth Advisors
Massachusetts
$272K – – –
PPP
593
Private Portfolio Partners
New Jersey
$272K +$456 +5 +0.2%
EA
594
Eclectic Associates
California
$271K – – –
CG
595
CFO4Life Group
Texas
$269K – – –
WB
596
West Bancorporation
Iowa
$267K – – –
P
597
&Partners
Tennessee
$267K +$267K +2,923 New
CFA
598
Cahill Financial Advisors
Minnesota
$266K +$91 +1 +0%
HIMC
599
Heritage Investors Management Corp
Maryland
$265K – – –
FNB
600
Farmers National Bank
Kentucky
$264K +$10.7K +117 +4%
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