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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 %
CAS
776
Coppell Advisory Solutions
Texas
$40.1K +$40.1K +455 New
RA
777
Rise Advisors
New York
$39.9K +$88 +1 +0.2%
AIA
778
Armor Investment Advisors
North Carolina
$38.8K – – –
MFC
779
Mechanics Financial Corp
Ohio
$35.1K – – –
HDIM
780
Hanson & Doremus Investment Management
Vermont
$35K – – –
PWM
781
Partnership Wealth Management
Maryland
$34.5K – – –
CICI
782
Capital Investment Counsel Inc
North Carolina
$34.5K – – –
MSFP
783
Mark Sheptoff Financial Planning
Connecticut
$32.6K – – –
FFL
784
Financial Freedom LLC
Ohio
$32.4K +$32.4K +368 New
KB
785
Kimelman & Baird
New York
$30.9K +$30.9K +350 New
CA
786
Continuum Advisory
Idaho
$30.7K – – –
RWMG
787
Redwood Wealth Management Group
New Jersey
$28.5K +$28.5K +324 New
HCM
788
Hollencrest Capital Management
California
$28.2K – – –
DWM
789
Dogwood Wealth Management
Kansas
$27.8K -$3.61K -41 -12%
PCFFS
790
Pacific Center for Financial Services
California
$27.1K – – –
SAM
791
Smartleaf Asset Management
Massachusetts
$27K +$441 +5 +2%
CAM
792
Creekmur Asset Management
Illinois
$26.3K -$10K -114 -28%
FPB
793
First PREMIER Bank
South Dakota
$26K – – –
AGWCA
794
Annis Gardner Whiting Capital Advisors
Florida
$25.4K – – –
WIM
795
Westside Investment Management
California
$25.4K – – –
GI
796
GAMMA Investing
California
$25.1K – – –
CNBTD
797
Citizens National Bank Trust Department
Mississippi
$24.7K – – –
GWANC
798
Guardian Wealth Advisors (North Carolina)
North Carolina
$24.3K – – –
AssetMark Inc
799
AssetMark Inc
California
$23K -$12.2K -139 -35%
FCG
800
Financial Connections Group
California
$21K +$21K +240 New
30 31
32
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