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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
1
Morgan Stanley
New York
$653M
2
WIA
2
World Investment Advisors
California
$37.7M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$78.5M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$168M
5
LPL Financial
5
LPL Financial
California
$124M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$346M
2
IAIM
2
International Assets Investment Management
Florida
$1.14M
3
UFF
3
USA Financial Formulas
Michigan
$0
4
MWM
4
Modern Wealth Management
Kansas
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$3.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
51
Baird Financial Group
Wisconsin
$19.2M +$657K +7,226 +4%
JE
52
JMAC Enterprises
Pennsylvania
$18.9M +$38.8K +427 +0.2%
SL
53
Salomon & Ludwin
Virginia
$18.1M -$1.12M -12,323 -6%
Creative Planning
54
Creative Planning
Kansas
$17.4M +$1.96M +21,561 +13%
1IA
55
1834 Investment Advisors
Wisconsin
$16.9M -$2.14M -23,513 -11%
CCWM
56
Cassaday & Co Wealth Management
Virginia
$16.5M +$195K +2,145 +1%
HCM
57
Hudson Capital Management
New Jersey
$16.5M -$480K -5,281 -3%
Comerica Bank
58
Comerica Bank
Texas
$15.5M -$2.75M -30,272 -15%
SSB
59
Sandy Spring Bank
Maryland
$15.3M +$5.15M +56,679 +51%
SFP
60
Sterling Financial Planning
New Jersey
$15.1M +$194K +2,131 +1%
IWC
61
Integrated Wealth Concepts
Massachusetts
$14.8M +$332K +3,653 +2%
BEC
62
Blue Edge Capital
Virginia
$14.7M +$142K +1,562 +1%
KAS
63
Kestra Advisory Services
Texas
$14.7M -$701K -7,708 -5%
Osaic Holdings
64
Osaic Holdings
Arizona
$14.6M -$9.61M -105,672 -40%
TYCC
65
Texas Yale Capital Corp
Florida
$14.5M -$90.9K -1,000 -0.6%
FMC
66
First Merchants Corp
Indiana
$13.4M -$237K -2,610 -2%
GIA
67
GHP Investment Advisors
Colorado
$13.3M -$58.7K -646 -0.4%
IFS
68
Ifrah Financial Services
Arkansas
$13.3M -$180K -1,985 -1%
CFB
69
Cullen/Frost Bankers
Texas
$13.2M +$361K +3,970 +3%
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
$13M -$605K -6,650 -4%
WA
71
Waverly Advisors
Alabama
$12.9M +$4.08M +44,841 +46%
EH
72
Equitable Holdings
New York
$12.7M +$4.23M +46,554 +50%
Focus Partners Wealth
73
Focus Partners Wealth
Massachusetts
$11.7M +$7.21M +79,242 +162%
US Bancorp
74
US Bancorp
Minnesota
$11.1M -$205K -2,252 -2%
SWA
75
SOA Wealth Advisors
New York
$10.9M +$134K +1,478 +1%
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