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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
Morgan Stanley
New York
+$36.2M
2
WIA
World Investment Advisors
California
+$35.2M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$15.9M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$12.4M
5
LPL Financial
LPL Financial
California
+$9.31M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$983M
2
IAIM
International Assets Investment Management
Florida
-$117M
3
UFF
USA Financial Formulas
Michigan
-$77.5M
4
MWM
Modern Wealth Management
Kansas
-$67.8M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$56M
Name Holding Trade Value Shares
Change 		Shares
Change %
BMC
751
Bear Mountain Capital
Washington
$116K -$6.65K -69 -5%
HCM
752
Horrell Capital Management
Arkansas
$111K – – –
MCM
753
Mill Capital Management
North Carolina
$109K – – –
CPA
754
Cardiff Park Advisors
California
$109K – – –
T
755
Tidemark
California
$109K +$13.6K +150 +14%
EPW
756
Evergreen Private Wealth
Colorado
$107K – – –
NCM
757
Northwest Capital Management
Oregon
$106K – – –
VWM
758
Venturi Wealth Management
Texas
$105K – – –
MSG
759
Main Street Group
Virginia
$103K – – –
FCAS
760
First Command Advisory Services
Texas
$102K – – –
FCMT
761
Founders Capital Management (Texas)
Texas
$102K – – –
MFA
762
Morling Financial Advisors
California
$98.4K +$98.4K +1,082 New
WAG
763
Windsor Advisory Group
Ohio
$97.8K – – –
MFG
764
Menard Financial Group
Texas
$96.8K +$96.8K +1,065 New
FP
765
Financial Perspectives
Minnesota
$95.6K – – –
DF
766
Dunhill Financial
United Kingdom
$91.4K – – –
ACA
767
Aptus Capital Advisors
Alabama
$91K +$3.09K +34 +4%
BFPW
768
BOK Financial Private Wealth
Colorado
$87.3K +$8.55K +94 +11%
FWM
769
FSA Wealth Management
Massachusetts
$86.4K – – –
BTI
770
Blue Trust Inc
Georgia
$85.5K – – –
ST
771
Smithfield Trust
Pennsylvania
$83K – – –
SWM
772
Sugarloaf Wealth Management
Georgia
$80.7K – – –
QC
773
Quent Capital
New York
$78.2K – – –
KPP
774
Kings Path Partners
Texas
$76.4K – – –
MWA
775
Moser Wealth Advisors
Washington
$76.4K – – –
29 30
31
32 33