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iShares S&P Mid-Cap 400 Growth ETF
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Overview Fund Activity

832 hedge funds and large institutions have $6.68B invested in iShares S&P Mid-Cap 400 Growth ETF in 2024 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 214 increasing their positions, 286 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
832
Holders Change
+35
Holders Change %
+4.39%
% of All Funds
12.06%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.38%
New
90
Increased
214
Reduced
286
Closed
43
Calls
$293K
Puts
$18K
Net Calls
+$275K
Net Calls Change
-$693K

Top Buyers

1
CJH
Christopher J. Hasenberg
Wisconsin
$29.7M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$230M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$33.2M
4
Lido Advisors
Lido Advisors
California
$43.8M
5
RJA
Raymond James & Associates
Florida
$105M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$608M
2
UFF
USA Financial Formulas
Michigan
$0
3
Wells Fargo
Wells Fargo
California
$662M
4
MWM
Modern Wealth Management
Kansas
$0
5
PRS
Pinkerton Retirement Specialists
Idaho
$443K
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
826
Larson Financial Group
Missouri
$1.83K – – –
MIM
827
MTM Investment Management
South Carolina
$1.83K – – –
CIA
828
Cape Investment Advisory
Georgia
$1.83K – – –
MRCM
829
M&R Capital Management
New Jersey
$1.37K – – –
APC
830
Aspire Private Capital
North Carolina
$1.19K +$1.19K +13 New
RIA
831
Realta Investment Advisors
Delaware
$1.1K +$1.1K +12 New
S
832
Sachetta
Massachusetts
$82 – – –
UFF
833
USA Financial Formulas
Michigan
– -$66.7M -841,904 Closed
MWM
834
Modern Wealth Management
Kansas
– -$32.6M -411,951 Closed
CFA
835
Camarda Financial Advisors
Florida
– -$11M -139,239 Closed
MWA
836
MFA Wealth Advisors
Pennsylvania
– -$6.08M -76,795 Closed
DL
837
DOHJ LLC
Washington
– -$4.85M -61,218 Closed
ITB
838
Idaho Trust Bank
Idaho
– -$3.64M -45,974 Closed
MYIA
839
Mount Yale Investment Advisors
Colorado
– -$2.82M -35,610 Closed
MCC
840
Money Concepts Capital
Florida
– -$2.03M -25,639 Closed
TCMP
841
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$1.73M -21,808 Closed
BWP
842
Balboa Wealth Partners
Arizona
– -$1.11M -13,953 Closed
HF
843
HRT Financial
New York
– -$1.1M -13,861 Closed
NWMG
844
National Wealth Management Group
Ohio
– -$802K -10,118 Closed
SAG
845
SageView Advisory Group
California
– -$774K -9,658 Closed
EFG
846
Ehrlich Financial Group
California
– -$639K -8,072 Closed
AF
847
Apexium Financial
Texas
– -$623K -7,870 Closed
CAM
848
Congress Asset Management
Massachusetts
– -$471K -5,942 Closed
MCM
849
Mainstay Capital Management
Michigan
– -$449K -5,664 Closed
JF
850
JSF Financial
California
– -$425K -5,362 Closed
31 32 33
34
35