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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 %
AI
601
Accredited Investors
Minnesota
$286K +$1.36K +15 +0.5%
EBA
602
Eagle Bay Advisors
New York
$285K – – –
DWM
603
Diversify Wealth Management
Utah
$284K +$284K +3,133 New
PMFA
604
Plante Moran Financial Advisors
Michigan
$284K -$4.27K -47 -1%
MAM
605
MMA Asset Management
Pennsylvania
$283K -$654K -7,194 -70%
HA
606
Huntleigh Advisors
Missouri
$281K +$281K +3,093 New
SFG
607
Sage Financial Group
Pennsylvania
$277K – – –
HFS
608
Heritage Financial Services
Massachusetts
$276K – – –
CCA
609
Clearwater Capital Advisors
Illinois
$276K -$10.9K -120 -4%
WCM
610
Winthrop Capital Management
Indiana
$276K +$276K +3,036 New
IFWM
611
Institute for Wealth Management
Colorado
$276K – – –
GWM
612
Geneos Wealth Management
Colorado
$276K – – –
CWM
613
Connecticut Wealth Management
Connecticut
$273K – – –
GPA
614
Garrison Point Advisors
California
$273K – – –
WHG
615
Westwood Holdings Group
Texas
$272K – – –
BSI
616
Bennett Selby Investments
Maine
$271K – – –
SC
617
Sapient Capital
Indiana
$271K +$45.5K +500 +20%
FMWA
618
Forvis Mazars Wealth Advisors
Missouri
$271K – – –
EA
619
Eclectic Associates
California
$270K – – –
DWM
620
Dakota Wealth Management
Florida
$270K +$270K +2,967 New
CG
621
CFO4Life Group
Texas
$269K +$909 +10 +0.3%
PPP
622
Private Portfolio Partners
New Jersey
$269K +$3.36K +37 +1%
FIA
623
Foundations Investment Advisors
Arizona
$268K -$616K -6,773 -70%
WB
624
West Bancorporation
Iowa
$266K – – –
CCM
625
Condor Capital Management
New Jersey
$265K – – –
23 24
25
26 27