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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 %
HIMC
626
Heritage Investors Management Corp
Maryland
$264K – – –
CP
627
Creekside Partners
California
$263K – – –
MA
628
Montag & Associates
Georgia
$263K – – –
CPW
629
Cove Private Wealth
New York
$263K +$263K +2,890 New
M
630
MOTCO
Texas
$262K – – –
LWM
631
Lyell Wealth Management
California
$261K – – –
RCA
632
Riverview Capital Advisers
Massachusetts
$261K – – –
CWS
633
Confluence Wealth Services
Pennsylvania
$260K – – –
AA
634
Aufman Associates
Pennsylvania
$260K – – –
SAM
635
Silvercrest Asset Management
New York
$259K +$37.6K +413 +17%
BBHC
636
Brown Brothers Harriman & Co
New York
$259K – – –
DWM
637
David Wealth Management
Virginia
$258K +$258K +2,836 New
FNB
638
Farmers National Bank
Kentucky
$256K +$256K +2,816 New
CCT
639
Chemung Canal Trust
New York
$255K – – –
Russell Investments Group
640
Russell Investments Group
United Kingdom
$255K -$13.6K -150 -5%
V
641
VeraBank
Texas
$255K – – –
III
642
Independent Investors Inc
New York
$255K – – –
WP
643
Westmount Partners
California
$252K – – –
SFA
644
Sequoia Financial Advisors
Ohio
$252K +$7.18K +79 +3%
LCM
645
Lazari Capital Management
California
$252K -$1.64K -18 -0.6%
HWM
646
Horizon Wealth Management
Illinois
$251K +$251K +2,755 New
CB
647
CNB Bank
Pennsylvania
$249K – – –
FCCM
648
First City Capital Management
Georgia
$248K – – –
IIC
649
Ironwood Investment Counsel
Arizona
$248K – – –
BAAM
650
Baker Avenue Asset Management
California
$248K +$4.09K +45 +2%
24 25
26
27 28