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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 %
FLPIM
701
F.L. Putnam Investment Management
Massachusetts
$154K +$154K +1,744 New
PIP
702
Peachtree Investment Partners
Florida
$152K +$176 +2 +0.1%
HPC
703
HM Payson & Co
Maine
$151K – – –
VAMG
704
Voisard Asset Management Group
Michigan
$150K – – –
WPA
705
West Paces Advisors
Georgia
$148K – – –
EWA
706
EverSource Wealth Advisors
Alabama
$148K – – –
AA
707
Ancora Advisors
Ohio
$147K – – –
WBC
708
West Branch Capital
Massachusetts
$141K -$9.16K -104 -6%
CT
709
Clearstead Trust
Maine
$140K – – –
DSC
710
Duncker Streett & Co
Missouri
$139K – – –
BONH
711
Bank of New Hampshire
New Hampshire
$137K – – –
MHR
712
Matthew Hamilton Rosenberg
$135K +$135K +1,554 New
DFA
713
DHJJ Financial Advisors
Illinois
$135K – – –
LB
714
Legacy Bridge
Iowa
$134K – – –
GBT
715
Grove Bank & Trust
Florida
$130K – – –
GWP
716
Gen-Wealth Partners
Michigan
$127K – – –
AFWM
717
Abich Financial Wealth Management
Virginia
$124K – – –
GWSG
718
GPS Wealth Strategies Group
Colorado
$119K +$18.5K +210 +18%
SAM
719
S.A. Mason
Michigan
$118K – – –
PP
720
PFS Partners
New Jersey
$117K -$26.7K -303 -19%
BMC
721
Bear Mountain Capital
Washington
$116K -$9.45K -104 -8%
PB
722
Pinnacle Bancorp
Nebraska
$114K – – –
EPW
723
Evergreen Private Wealth
Colorado
$108K -$176K -1,997 -62%
HCM
724
Horrell Capital Management
Arkansas
$107K – – –
MCM
725
Mill Capital Management
North Carolina
$106K – – –
27 28
29
30 31