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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 %
SC
651
Sapient Capital
Indiana
$219K – – –
QWM
652
Quadcap Wealth Management
Texas
$219K – – –
SA
653
SpiderRock Advisors
Delaware
$218K – – –
KA
654
Klingman & Associates
New York
$217K +$217K +2,460 New
QCM
655
QRG Capital Management
Illinois
$217K -$33.7K -383 -13%
SAM
656
Silvercrest Asset Management
New York
$216K – – –
LG
657
LaFleur & Godfrey
Michigan
$216K +$216K +2,452 New
CD
658
Chapin Davis
Maryland
$216K – – –
ICM
659
IMS Capital Management
Oregon
$215K – – –
SMC
660
Smith, Moore & Co
Missouri
$213K – – –
SWA
661
Strategies Wealth Advisors
Michigan
$213K – – –
BFS
662
Bradley Foster & Sargent
Connecticut
$212K -$20.4K -232 -9%
RWM
663
Revisor Wealth Management
Ohio
$211K -$211K -2,400 -50%
BWM
664
Benchmark Wealth Management
Connecticut
$211K – – –
AWA
665
Arete Wealth Advisors
Illinois
$211K +$211K +2,403 New
GFA
666
Gallagher Fiduciary Advisors
Illinois
$211K -$1.67K -19 -0.8%
ACP
667
Aviance Capital Partners
Florida
$211K – – –
SW
668
SteelPeak Wealth
California
$210K +$3.08K +35 +1%
PIMG
669
Patriot Investment Management Group
Tennessee
$209K – – –
RWM
670
Ritholtz Wealth Management
New York
$209K -$162K -1,833 -44%
TA
671
TFG Advisers
Michigan
$209K +$176 +2 +0.1%
NW
672
NewEdge Wealth
Pennsylvania
$208K – – –
JEST
673
JTC Employer Solutions Trustee
Jersey
$208K – – –
IPW
674
Intergy Private Wealth
Colorado
$208K – – –
FIA
675
Foundations Investment Advisors
Arizona
$206K -$42.8K -486 -17%
25 26
27
28 29