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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 %
CPA
726
Cardiff Park Advisors
California
$106K – – –
TSMHT
727
Thurston Springer Miller Herd & Titak
Indiana
$103K +$103K +1,173 New
SIC
728
Salem Investment Counselors
North Carolina
$103K – – –
NCM
729
Northwest Capital Management
Oregon
$102K – – –
FCAS
730
First Command Advisory Services
Texas
$99.3K – – –
FCMT
731
Founders Capital Management (Texas)
Texas
$99.2K – – –
MSG
732
Main Street Group
Virginia
$98.8K – – –
FP
733
Financial Perspectives
Minnesota
$95.7K – – –
DF
734
Dunhill Financial
United Kingdom
$95.1K – – –
WAG
735
Windsor Advisory Group
Ohio
$94.8K – – –
PO
736
Private Ocean
California
$87.2K – – –
GA
737
GFS Advisors
Texas
$87K +$87K +13,995 New
BTI
738
Blue Trust Inc
Georgia
$85.8K – – –
HH
739
HWG Holdings
Texas
$82.6K +$82.6K +937 New
ST
740
Smithfield Trust
Pennsylvania
$81K – – –
SWM
741
Sugarloaf Wealth Management
Georgia
$78.2K – – –
ACA
742
Aptus Capital Advisors
Alabama
$78.2K +$88 +1 +0.1%
BFPW
743
BOK Financial Private Wealth
Colorado
$76.3K – – –
QC
744
Quent Capital
New York
$75.8K – – –
MWA
745
Moser Wealth Advisors
Washington
$74K – – –
KPP
746
Kings Path Partners
Texas
$74K +$74K +840 New
ANBT
747
American National Bank & Trust
Texas
$73.6K – – –
KSWA
748
Kathleen S. Wright Associates
Pennsylvania
$73.3K – – –
TAM
749
Townsend Asset Management
North Carolina
$73.1K – – –
T
750
Tidemark
California
$72.2K -$10.8K -123 -13%
28 29
30
31 32