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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 %
GMFG
651
Greater Midwest Financial Group
Minnesota
$246K +$546 +6 +0.2%
HNWAG
652
High Net Worth Advisory Group
Florida
$246K -$34.6K -380 -12%
AMG
653
Advisors Management Group
Wisconsin
$243K – – –
TAM
654
Townsend Asset Management
North Carolina
$243K – – –
PFA
655
Plotkin Financial Advisors
Maryland
$240K – – –
BBNA
656
Bremer Bank National Association
Minnesota
$240K – – –
RIM
657
Rockbridge Investment Management
New York
$239K +$239K +2,633 New
MCM
658
MV Capital Management
Maryland
$239K – – –
KV
659
Kickstand Ventures
New York
$238K +$19.3K +212 +9%
PPWM
660
Paragon Private Wealth Management
Kentucky
$236K – – –
LIM
661
Leavell Investment Management
Alabama
$234K +$22.7K +250 +11%
DC
662
Destiny Capital
Colorado
$234K +$9K +99 +4%
FOFP
663
Fee-Only Financial Planning
South Carolina
$233K – – –
CFGS
664
Concourse Financial Group Securities
Alabama
$232K -$3.28K -34 -1%
TCA
665
Trifecta Capital Advisors
Illinois
$231K – – –
ACM
666
Alamar Capital Management
California
$230K – – –
LSAG
667
Lake Street Advisors Group
New Hampshire
$230K – – –
MI
668
Moneywise Inc
Virginia
$230K +$273 +3 +0.1%
DIP
669
DT Investment Partners
Pennsylvania
$229K – – –
SWA
670
Strategies Wealth Advisors
Michigan
$227K – – –
FNBTCON
671
First National Bank & Trust Co of Newtown
Pennsylvania
$227K -$69.1K -760 -23%
QWM
672
Quadcap Wealth Management
Texas
$226K – – –
EW
673
Elyxium Wealth
California
$226K – – –
CD
674
Chapin Davis
Maryland
$225K – – –
EFS
675
Essex Financial Services
Connecticut
$223K +$4.64K +51 +2%
25 26
27
28 29