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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 %
ADL
601
Asset Dedication LLC
California
$264K -$15.4K -169 -6%
SIC
602
Sterling Investment Counsel
New York
$263K -$2.28K -25 -0.9%
BAAM
603
Baker Avenue Asset Management
California
$261K – – –
GI
604
GLOBALT Investments
Georgia
$260K -$31K -340 -11%
FNBOH
605
First National Bank of Hutchinson
Kansas
$260K – – –
WFM
606
Wolff Financial Management
Michigan
$260K +$455 +5 +0.2%
CCT
607
Chemung Canal Trust
New York
$260K – – –
GPA
608
Guerra Pan Advisors
New Jersey
$260K +$260K +2,845 New
BBHC
609
Brown Brothers Harriman & Co
New York
$260K – – –
QCM
610
QRG Capital Management
Illinois
$259K -$133K -1,455 -34%
FIA
611
Foundations Investment Advisors
Arizona
$258K +$258K +2,829 New
KIA
612
KCM Investment Advisors
California
$257K – – –
V
613
VeraBank
Texas
$256K – – –
EI
614
Ellevest Inc
New York
$256K +$91 +1 +0%
III
615
Independent Investors Inc
New York
$256K – – –
AAS
616
Annex Advisory Services
Wisconsin
$254K +$254K +2,786 New
WP
617
Westmount Partners
California
$253K – – –
MG
618
Mather Group
Illinois
$251K – – –
BCM
619
Brookstone Capital Management
Illinois
$251K +$251K +2,753 New
CB
620
CNB Bank
Pennsylvania
$250K +$22.8K +250 +10%
FCCM
621
First City Capital Management
Georgia
$249K – – –
IIC
622
Ironwood Investment Counsel
Arizona
$249K – – –
GMFG
623
Greater Midwest Financial Group
Minnesota
$245K +$365 +4 +0.1%
GVAG
624
Great Valley Advisor Group
Delaware
$245K +$3.73K +41 +2%
CWS
625
Confluence Wealth Services
Pennsylvania
$244K -$274 -3 -0.1%
23 24
25
26 27