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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 %
CWM
601
Connecticut Wealth Management
Connecticut
$264K – – –
CCM
602
Condor Capital Management
New Jersey
$264K – – –
WHG
603
Westwood Holdings Group
Texas
$264K – – –
BSI
604
Bennett Selby Investments
Maine
$263K -$19.8K -225 -7%
FFA
605
Fragasso Financial Advisors
Pennsylvania
$262K -$23.7K -269 -8%
EA
606
Eclectic Associates
California
$262K – – –
CG
607
CFO4Life Group
Texas
$260K – – –
WB
608
West Bancorporation
Iowa
$258K – – –
CFA
609
Cahill Financial Advisors
Minnesota
$257K – – –
Allspring Global Investments
610
Allspring Global Investments
North Carolina
$257K +$124K +1,405 +93%
HIMC
611
Heritage Investors Management Corp
Maryland
$256K – – –
CP
612
Creekside Partners
California
$255K +$255K +2,892 New
FNB
613
Farmers National Bank
Kentucky
$254K -$1.41K -16 -0.6%
LWM
614
Lyell Wealth Management
California
$253K -$144K -1,635 -36%
AAS
615
Annex Advisory Services
Wisconsin
$253K +$7.23K +82 +3%
FNBOH
616
First National Bank of Hutchinson
Kansas
$251K – – –
BBHC
617
Brown Brothers Harriman & Co
New York
$251K – – –
ATC
618
Argent Trust Co
Tennessee
$250K +$17.6K +200 +8%
KIA
619
KCM Investment Advisors
California
$248K – – –
CCT
620
Chemung Canal Trust
New York
$248K -$2.91K -33 -1%
V
621
VeraBank
Texas
$247K – – –
EI
622
Ellevest Inc
New York
$247K – – –
III
623
Independent Investors Inc
New York
$247K – – –
WP
624
Westmount Partners
California
$242K – – –
RCA
625
Riverview Capital Advisers
Massachusetts
$241K +$241K +2,740 New
23 24
25
26 27