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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 %
LG
676
LaFleur & Godfrey
Michigan
$223K – – –
QCM
677
QRG Capital Management
Illinois
$220K -$28.6K -314 -11%
SMC
678
Smith, Moore & Co
Missouri
$220K +$18.2K +200 +9%
ICM
679
IMS Capital Management
Oregon
$219K – – –
SB
680
Strategic Blueprint
Georgia
$219K -$172K -1,887 -44%
BWM
681
Benchmark Wealth Management
Connecticut
$218K – – –
NL
682
NWAM LLC
Washington
$217K +$91 +1 +0%
PFS
683
Prospera Financial Services
Texas
$217K +$217K +2,383 New
PIMG
684
Patriot Investment Management Group
Tennessee
$216K – – –
JEST
685
JTC Employer Solutions Trustee
Jersey
$215K – – –
NW
686
NewEdge Wealth
Pennsylvania
$215K – – –
IPW
687
Intergy Private Wealth
Colorado
$214K – – –
RCM
688
Radnor Capital Management
Pennsylvania
$214K – – –
TA
689
TFG Advisers
Michigan
$214K +$364 +4 +0.2%
SW
690
SteelPeak Wealth
California
$213K – – –
RFM
691
Royal Fund Management
Florida
$213K +$4.74K +52 +2%
EGA
692
Eagle Global Advisors
Texas
$213K +$213K +2,340 New
SWA
693
Sightline Wealth Advisors
Connecticut
$212K – – –
PA
694
Procyon Advisors
Connecticut
$211K +$4.73K +52 +2%
NIWA
695
New Insight Wealth Advisors
California
$210K – – –
Legacy Financial Group (Iowa)
696
Legacy Financial Group (Iowa)
Iowa
$209K +$209K +2,293 New
RWP
697
Revolve Wealth Partners
New Jersey
$208K – – –
AOWM
698
Alpha Omega Wealth Management
Virginia
$208K – – –
BOJHT
699
Bank of Jackson Hole Trust
Wyoming
$208K +$208K +2,290 New
FIB
700
First Interstate Bank
Montana
$208K – – –
26 27
28
29 30