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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 %
BWA
576
BlueChip Wealth Advisors
Georgia
$295K – – –
MA
577
Montag & Associates
Georgia
$295K – – –
FMWA
578
Forvis Mazars Wealth Advisors
Missouri
$294K +$17.6K +200 +6%
PCS
579
Personal CFO Solutions
New Jersey
$289K +$176 +2 +0.1%
CWM
580
Cornerstone Wealth Management
Missouri
$288K -$35.1K -398 -11%
FNBTCON
581
First National Bank & Trust Co of Newtown
Pennsylvania
$287K – – –
NS
582
NBC Securities
Alabama
$285K -$13.2K -150 -4%
ADL
583
Asset Dedication LLC
California
$284K +$28.4K +322 +11%
SNBOSD
584
Security National Bank of So Dak
Iowa
$282K – – –
MGIA
585
Matthew Goff Investment Advisor
Texas
$282K – – –
CCA
586
Clearwater Capital Advisors
Illinois
$278K -$4.85K -55 -2%
HB
587
HTLF Bank
Colorado
$276K – – –
EBA
588
Eagle Bay Advisors
New York
$276K – – –
AI
589
Accredited Investors
Minnesota
$276K – – –
FPGK
590
Financial Partners Group (Kansas)
Kansas
$275K -$793 -9 -0.3%
PMFA
591
Plante Moran Financial Advisors
Michigan
$274K -$6.26K -71 -2%
D.E. Shaw & Co
592
D.E. Shaw & Co
New York
$274K +$274K +3,109 New
HNWAG
593
High Net Worth Advisory Group
Florida
$271K – – –
SCP
594
Stevens Capital Partners
Nebraska
$271K -$32.5K -369 -11%
SFG
595
Sage Financial Group
Pennsylvania
$269K +$3K +34 +1%
HFS
596
Heritage Financial Services
Massachusetts
$268K – – –
IFWM
597
Institute for Wealth Management
Colorado
$267K -$16.4K -186 -6%
GWM
598
Geneos Wealth Management
Colorado
$267K -$6.61K -75 -2%
TCM
599
Traynor Capital Management
Pennsylvania
$267K -$1.76K -20 -0.7%
GPA
600
Garrison Point Advisors
California
$264K – – –
22 23
24
25 26