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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 %
YDMI
751
Y.D. More Investments
Israel
$70.5K -$3.52K -40 -5%
IIL
752
Insight Inv LLC
California
$68K – – –
FFA
753
Founders Financial Alliance
North Carolina
$66.3K – – –
SMA
754
Sage Mountain Advisors
Georgia
$63.9K – – –
CIAS
755
Capital Investment Advisory Services
North Carolina
$63.4K – – –
JGIA
756
Jackson Grant Investment Advisers
Connecticut
$62.9K +$88 +1 +0.1%
HNB
757
Hilltop National Bank
Wyoming
$61.7K – – –
RP
758
Rice Partnership
Hawaii
$61.1K – – –
WT
759
Washington Trust
Rhode Island
$59.9K – – –
PA
760
PSI Advisors
Florida
$59.2K +$6.78K +77 +13%
TIM
761
Thompson Investment Management
Wisconsin
$57.8K – – –
BCWM
762
Bartlett & Co Wealth Management
Ohio
$57.3K -$41.1K -466 -42%
MIA
763
Milestone Investment Advisors
Wisconsin
$56.2K +$2.56K +29 +5%
SFCL
764
Strengthening Families & Communities LLC
Massachusetts
$55K +$55K +624 New
SP
765
SWS Partners
Ohio
$50.9K +$50.9K +577 New
JFGIW
766
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$49.8K +$49.8K +565 New
SC
767
Steph & Co
Wisconsin
$49.3K – – –
TCG
768
Transcendent Capital Group
Oklahoma
$46.9K +$34K +386 +263%
RIL
769
Rothschild Investment LLC
Illinois
$44.1K +$44.1K +501 New
FGA
770
Fortis Group Advisors
New Jersey
$44.1K – – –
CTA
771
Colonial Trust Advisors
South Carolina
$43.6K – – –
AP
772
Atwood & Palmer
Missouri
$43K +$43K +488 New
CB
773
Centennial Bank
Arkansas
$41.9K -$19.5K -221 -32%
BFS
774
Burkett Financial Services
South Carolina
$41.1K +$88 +1 +0.2%
CPG
775
Cornerstone Planning Group
New Jersey
$40.3K – – –
29 30
31
32 33