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iShares S&P Mid-Cap 400 Growth ETF
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Overview Fund Activity

832 hedge funds and large institutions have $6.68B invested in iShares S&P Mid-Cap 400 Growth ETF in 2024 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 214 increasing their positions, 286 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
832
Holders Change
+35
Holders Change %
+4.39%
% of All Funds
12.06%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.38%
New
90
Increased
214
Reduced
286
Closed
43
Calls
$293K
Puts
$18K
Net Calls
+$275K
Net Calls Change
-$693K

Top Buyers

1
CJH
1
Christopher J. Hasenberg
Wisconsin
$29.7M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$230M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$33.2M
4
Lido Advisors
4
Lido Advisors
California
$43.8M
5
RJA
5
Raymond James & Associates
Florida
$105M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$608M
2
UFF
2
USA Financial Formulas
Michigan
$0
3
Wells Fargo
3
Wells Fargo
California
$662M
4
MWM
4
Modern Wealth Management
Kansas
$0
5
PRS
5
Pinkerton Retirement Specialists
Idaho
$443K
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$21.1M -$1.07M -11,752 -5%
SFI
52
SPC Financial Inc
Maryland
$20.8M -$8.58K -94 -0%
JE
53
JMAC Enterprises
Pennsylvania
$20.3M +$1.27M +13,896 +7%
IWA
54
Inspirion Wealth Advisors
Illinois
$19.8M +$370K +4,056 +2%
Comerica Bank
55
Comerica Bank
Texas
$18.9M -$479K -5,251 -2%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$18.1M +$476K +5,216 +3%
CCWM
57
Cassaday & Co Wealth Management
Virginia
$16.8M -$218K -2,387 -1%
HCM
58
Hudson Capital Management
New Jersey
$16.7M -$175K -1,923 -1%
DPIM
59
Duff & Phelps Investment Management
Illinois
$15.9M – – –
Creative Planning
60
Creative Planning
Kansas
$15.1M -$1.3M -14,239 -8%
IWC
61
Integrated Wealth Concepts
Massachusetts
$14.8M -$45.3K -496 -0.3%
TYCC
62
Texas Yale Capital Corp
Florida
$14.8M -$4.56K -50 -0%
BEC
63
Blue Edge Capital
Virginia
$14.7M +$547K +6,001 +4%
SFP
64
Sterling Financial Planning
New Jersey
$14.5M -$25.2K -276 -0.2%
KAS
65
Kestra Advisory Services
Texas
$14.3M -$2.58M -28,291 -15%
FMC
66
First Merchants Corp
Indiana
$13.9M -$2.85M -31,253 -17%
IFS
67
Ifrah Financial Services
Arkansas
$13.9M -$69.3K -759 -0.5%
Fifth Third Bancorp
68
Fifth Third Bancorp
Ohio
$13.7M -$1.61M -17,644 -11%
US Bancorp
69
US Bancorp
Minnesota
$13.6M +$2.21M +24,196 +19%
GIA
70
GHP Investment Advisors
Colorado
$13.5M -$109K -1,194 -0.8%
Jones Financial Companies
71
Jones Financial Companies
Missouri
$12.9M +$104K +1,140 +0.8%
CFB
72
Cullen/Frost Bankers
Texas
$12.5M +$1.39M +15,188 +12%
CCFM
73
Clear Creek Financial Management
Washington
$11.1M -$4.13M -45,312 -27%
SWA
74
SOA Wealth Advisors
New York
$10.9M -$229K -2,513 -2%
E
75
ETFidea
New York
$10.7M +$23.1K +253 +0.2%
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3
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