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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 %
LWM
701
Liberty Wealth Management
California
$208K +$182 +2 +0.1%
WWM
702
Wolff Wiese Magana
California
$208K – – –
BCI
703
Brinker Capital Investments
Pennsylvania
$206K +$5.64K +62 +3%
OPS
704
Orion Portfolio Solutions
Nebraska
$206K +$5.64K +62 +3%
SIAS
705
Summit Investment Advisory Services
Minnesota
$204K +$273 +3 +0.1%
GBWM
706
Granite Bay Wealth Management
New Hampshire
$204K +$204K +2,247 New
AIA
707
Arcadia Investment Advisors
Idaho
$204K – – –
FWTB
708
First Western Trust Bank
Colorado
$204K – – –
HCWM
709
Hidden Cove Wealth Management
Washington
$204K +$204K +2,240 New
KA
710
Klingman & Associates
New York
$204K -$5.46K -60 -3%
FFA
711
Fragasso Financial Advisors
Pennsylvania
$203K -$40.2K -442 -16%
JSW
712
Journey Strategic Wealth
New Jersey
$202K – – –
RFA
713
Register Financial Advisors
Georgia
$201K +$35.7K +393 +22%
GWA
714
GGM Wealth Advisors
Maryland
$201K +$201K +2,210 New
CCM
715
Colorado Capital Management
Colorado
$200K – – –
ADL
716
Asset Dedication LLC
California
$192K -$29.1K -320 -13%
CFD
717
Creative Financial Designs
Indiana
$181K -$4.55K -50 -2%
EWA
718
EverSource Wealth Advisors
Alabama
$181K +$34.8K +383 +24%
SNB
719
Security National Bank
Nebraska
$177K – – –
FDCDDQ
720
Federation des caisses Desjardins du Quebec
Quebec, Canada
$172K -$27.7K -305 -14%
NP
721
NorthRock Partners
Minnesota
$172K -$32.7K -360 -16%
VNA
722
Valley National Advisers
Pennsylvania
$167K – – –
PIP
723
Peachtree Investment Partners
Florida
$164K +$182 +2 +0.1%
CFO
724
CVA Family Office
Colorado
$164K – – –
NWMP
725
Noble Wealth Management PBC
Colorado
$158K +$158K +1,737 New
27 28
29
30 31