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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 %
SWA
676
Sightline Wealth Advisors
Connecticut
$205K – – –
Legacy Financial Group (Iowa)
677
Legacy Financial Group (Iowa)
Iowa
$204K – – –
RWP
678
Revolve Wealth Partners
New Jersey
$204K -$8.9K -101 -4%
PA
679
Procyon Advisors
Connecticut
$203K – – –
KOC
680
Koss-Olinger Consulting
Florida
$202K +$202K +2,290 New
AOWM
681
Alpha Omega Wealth Management
Virginia
$202K – – –
FIB
682
First Interstate Bank
Montana
$202K – – –
LWM
683
Liberty Wealth Management
California
$201K +$176 +2 +0.1%
NP
684
NorthRock Partners
Minnesota
$198K +$8.19K +93 +4%
AIA
685
Arcadia Investment Advisors
Idaho
$197K – – –
AF
686
Aviso Financial
Ontario, Canada
$195K +$195K +2,219 New
CCM
687
Colorado Capital Management
Colorado
$194K -$3.88K -44 -2%
FDCDDQ
688
Federation des caisses Desjardins du Quebec
Quebec, Canada
$190K +$30K +340 +19%
Qube Research & Technologies (QRT)
689
Qube Research & Technologies (QRT)
United Kingdom
$190K +$53.7K +610 +40%
OSAM
690
O'Shaughnessy Asset Management
Connecticut
$180K -$220K -2,502 -55%
CFD
691
Creative Financial Designs
Indiana
$180K +$264 +3 +0.1%
SNB
692
Security National Bank
Nebraska
$172K – – –
RFA
693
Register Financial Advisors
Georgia
$172K +$172K +1,950 New
Russell Investments Group
694
Russell Investments Group
United Kingdom
$165K -$4.41K -50 -3%
VNA
695
Valley National Advisers
Pennsylvania
$164K – – –
VWM
696
Venturi Wealth Management
Texas
$162K – – –
WWM
697
Wolff Wiese Magana
California
$161K +$161K +1,825 New
CFO
698
CVA Family Office
Colorado
$159K – – –
S
699
SignatureFD
Georgia
$157K – – –
MIM
700
Macroview Investment Management
Maryland
$155K +$3.88K +44 +3%
26 27
28
29 30