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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 %
CB
626
CNB Bank
Pennsylvania
$241K – – –
FCCM
627
First City Capital Management
Georgia
$241K – – –
IIC
628
Ironwood Investment Counsel
Arizona
$240K – – –
CWS
629
Confluence Wealth Services
Pennsylvania
$238K +$2.73K +31 +1%
EWM
630
Empirical Wealth Management
Washington
$238K +$238K +2,700 New
BAAM
631
Baker Avenue Asset Management
California
$236K -$15.8K -179 -6%
GVAG
632
Great Valley Advisor Group
Delaware
$236K – – –
GMFG
633
Greater Midwest Financial Group
Minnesota
$235K +$350 +4 +0.1%
AMG
634
Advisors Management Group
Wisconsin
$235K – – –
IC
635
IEQ Capital
California
$233K +$264 +3 +0.1%
BBNA
636
Bremer Bank National Association
Minnesota
$233K – – –
PFA
637
Plotkin Financial Advisors
Maryland
$233K – – –
MCM
638
MV Capital Management
Maryland
$232K – – –
SIC
639
Sterling Investment Counsel
New York
$231K -$22.3K -253 -9%
EFS
640
Essex Financial Services
Connecticut
$227K +$227K +2,615 New
FOFP
641
Fee-Only Financial Planning
South Carolina
$226K – – –
FCA
642
FinTrust Capital Advisors
South Carolina
$225K +$158K +1,788 +233%
VA
643
Valmark Advisers
Ohio
$225K +$88 +1 +0%
CFGS
644
Concourse Financial Group Securities
Alabama
$224K -$57.5K -653 -20%
TCA
645
Trifecta Capital Advisors
Illinois
$224K – – –
ACM
646
Alamar Capital Management
California
$223K +$223K +2,534 New
LSAG
647
Lake Street Advisors Group
New Hampshire
$223K – – –
DIP
648
DT Investment Partners
Pennsylvania
$222K – – –
MI
649
Moneywise Inc
Virginia
$222K +$176 +2 +0.1%
AT
650
Arvest Trust
Oklahoma
$220K – – –
24 25
26
27 28