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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 %
AMG
626
Advisors Management Group
Wisconsin
$244K -$63.6K -697 -21%
BBNA
627
Bremer Bank National Association
Minnesota
$242K -$6.48K -71 -3%
IC
628
IEQ Capital
California
$241K +$274 +3 +0.1%
PFA
629
Plotkin Financial Advisors
Maryland
$241K – – –
BFS
630
Bradley Foster & Sargent
Connecticut
$241K – – –
ATC
631
Argent Trust Co
Tennessee
$241K – – –
EE
632
EWG Elevate
California
$240K -$1.28K -14 -0.5%
MCM
633
MV Capital Management
Maryland
$240K – – –
ONB
634
Old National Bancorp
Indiana
$238K -$36.5K -400 -13%
TA
635
Tactive Advisors
Florida
$237K +$237K +2,594 New
CF
636
Centaurus Financial
California
$236K -$184K -2,020 -44%
FA
637
FC Advisory
Pennsylvania
$234K -$15.3K -168 -6%
FOFP
638
Fee-Only Financial Planning
South Carolina
$234K – – –
VA
639
Valmark Advisers
Ohio
$233K – – –
TCA
640
Trifecta Capital Advisors
Illinois
$232K – – –
LSAG
641
Lake Street Advisors Group
New Hampshire
$231K – – –
DIP
642
DT Investment Partners
Pennsylvania
$230K – – –
MI
643
Moneywise Inc
Virginia
$229K +$229K +2,515 New
AT
644
Arvest Trust
Oklahoma
$228K +$228K +2,500 New
SC
645
Sapient Capital
Indiana
$227K +$227K +2,484 New
QWM
646
Quadcap Wealth Management
Texas
$226K +$226K +2,480 New
SAM
647
Silvercrest Asset Management
New York
$224K +$224K +2,454 New
CD
648
Chapin Davis
Maryland
$223K +$223K +2,446 New
HIS
649
Harvest Investment Services
Illinois
$222K -$808K -8,850 -78%
SMC
650
Smith, Moore & Co
Missouri
$221K +$221K +2,422 New
24 25
26
27 28