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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 %
WIM
826
Westside Investment Management
California
$26.2K – – –
CNBTD
827
Citizens National Bank Trust Department
Mississippi
$25.5K – – –
BFP
828
Briaud Financial Planning
Texas
$23K +$23K +259 New
BTD
829
BankPlus Trust Department
Mississippi
$21.2K +$21.2K +233 New
TFGT
830
TS Financial Group (TSFG)
Illinois
$21K – – –
FCG
831
Financial Connections Group
California
$21K – – –
CAM
832
Creekmur Asset Management
Illinois
$19.4K – – –
AIC
833
Archer Investment Corporation
Indiana
$19.3K +$91 +1 +0.5%
OC
834
Oarsman Capital
Wisconsin
$19.1K – – –
HWM
835
Hemington Wealth Management
Virginia
$19K +$19K +211 New
BWL
836
Bogart Wealth LLC
Virginia
$18.9K – – –
CCMI
837
Creative Capital Management Investments
California
$18.6K – – –
BA
838
Bristlecone Advisors
Washington
$18K – – –
AWM
839
Atticus Wealth Management
Florida
$17.1K – – –
TIM
840
Tortoise Investment Management
New York
$16.4K – – –
NSIM
841
North Star Investment Management
Illinois
$15.8K – – –
RWM
842
Ruedi Wealth Management
Illinois
$15.6K – – –
TCM
843
Tradewinds Capital Management
Washington
$15.1K – – –
AG
844
AmeriFlex Group
Nevada
$15K +$15K +159 New
MPCG
845
Matrix Private Capital Group
New York
$14.5K – – –
MAS
846
MPWM Advisory Solutions
Georgia
$14.5K +$14.5K +160 New
PSB
847
Piscataqua Savings Bank
New Hampshire
$14.5K – – –
BHWM
848
Beaird Harris Wealth Management
Texas
$14.5K +$10.8K +119 +298%
GG
849
Gleason Group
Kentucky
$14K +$91 +1 +0.7%
CTC
850
Central Trust Company
Missouri
$12.9K – – –
32 33
34
35 36