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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.

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
1
USA Financial Formulas
Michigan
$71.2M
2
MWM
2
Modern Wealth Management
Kansas
$67.8M
3
PRS
3
Pinkerton Retirement Specialists
Idaho
$34.4M
4
LPL Financial
4
LPL Financial
California
$127M
5
YCG
5
Yeomans Consulting Group
Georgia
$20.3M

Top Sellers

1
WIA
1
World Investment Advisors
California
$20.7M
2
Wells Fargo
2
Wells Fargo
California
$623M
3
DPIM
3
Duff & Phelps Investment Management
Illinois
$0
4
Bank of America
4
Bank of America
North Carolina
$296M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$59.1M
Name Market Value Shares Shares
Change 		Shares
Change %
SL
51
Salomon & Ludwin
Virginia
$20.6M 233,419 -74,790 -24%
Stifel Financial
52
Stifel Financial
Missouri
$20.5M 233,112 +1,502 +0.6%
YCG
53
Yeomans Consulting Group
Georgia
$20.3M 229,897 +229,897 New
IWA
54
Inspirion Wealth Advisors
Illinois
$20.1M 228,690 +11,732 +5%
SFI
55
SPC Financial Inc
Maryland
$19.9M 225,362 -2,059 -0.9%
1IA
56
1834 Investment Advisors
Wisconsin
$19.6M 222,293 -18,949 -8%
HSBC Holdings
57
HSBC Holdings
United Kingdom
$19.4M 219,702 +109,286 +99%
Focus Partners Wealth
58
Focus Partners Wealth
Massachusetts
$19M 215,372 +139,056 +182%
AWM
59
Apollon Wealth Management
South Carolina
$18.6M 210,948 +191,032 +959%
Baird Financial Group
60
Baird Financial Group
Wisconsin
$18.3M 207,427 +9,547 +5%
JE
61
JMAC Enterprises
Pennsylvania
$18.2M 206,702 -15,498 -7%
Comerica Bank
62
Comerica Bank
Texas
$17.8M 202,053 -5,309 -3%
HCM
63
Hudson Capital Management
New Jersey
$16.3M 184,940 +1,650 +0.9%
CCWM
64
Cassaday & Co Wealth Management
Virginia
$15.9M 180,603 -3,637 -2%
Jones Financial Companies
65
Jones Financial Companies
Missouri
$15.2M 172,965 +31,266 +22%
KAS
66
Kestra Advisory Services
Texas
$15.1M 174,851 +17,879 +11%
Creative Planning
67
Creative Planning
Kansas
$14.8M 168,247 +3,020 +2%
TYCC
68
Texas Yale Capital Corp
Florida
$14.2M 160,803 -1,000 -0.6%
SFP
69
Sterling Financial Planning
New Jersey
$14.1M 159,757 +1,022 +0.6%
IWC
70
Integrated Wealth Concepts
Massachusetts
$14M 158,887 -3,464 -2%
BEC
71
Blue Edge Capital
Virginia
$13.8M 156,780 -4,765 -3%
CCFM
72
Clear Creek Financial Management
Washington
$13.6M 153,856 +32,494 +27%
FMC
73
First Merchants Corp
Indiana
$13.4M 152,232 -471 -0.3%
IFS
74
Ifrah Financial Services
Arkansas
$13.2M 150,319 -1,644 -1%
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$13.2M 149,706 -472 -0.3%
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