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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 %
AUB
851
Atlantic Union Bankshares
Virginia
– -$390K -4,925 Closed
IA
852
IFG Advisory
Georgia
– -$368K -4,647 Closed
OMC
853
Old Mission Capital
Illinois
– -$337K -4,260 Closed
LT
854
Legacy Trust
Michigan
– -$299K -3,775 Closed
MIH
855
Meitav Investment House
Israel
– -$254K -3,200 Closed
WCM
856
Winthrop Capital Management
Indiana
– -$241K -3,036 Closed
BRWA
857
B. Riley Wealth Advisors
Florida
– -$210K -2,655 Closed
RIM
858
Rockbridge Investment Management
New York
– -$193K -2,434 Closed
Simplex Trading
859
Simplex Trading
Illinois
– -$165K -2,085 Closed
DAC
860
Dividend Assets Capital
South Carolina
– -$139K -1,752 Closed
MSWM
861
McGlone Suttner Wealth Management
Wisconsin
– -$99.2K -1,252 Closed
LA
862
LM Advisors
California
– -$74.5K -940 Closed
TWM
863
Tradition Wealth Management
Minnesota
– -$87K -911 Closed
MSS
864
Mitchell Sinkler & Starr
Pennsylvania
– -$69.4K -876 Closed
JFGIW
865
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$44.8K -565 Closed
FA
866
Financial Avengers
California
– -$26.9K -340 Closed
PAIM
867
Punch & Associates Investment Management
Minnesota
– -$23.8K -300 Closed
PGAM
868
Princeton Global Asset Management
New Jersey
– -$22.5K -284 Closed
FCG
869
Financial Connections Group
California
– -$19K -240 Closed
CG
870
Cutler Group
California
– -$7K -100 Closed
FUBT
871
First United Bank & Trust
Maryland
– -$7.84K -99 Closed
NMG
872
New Millennium Group
Utah
– -$4.75K -60 Closed
AWM
873
Aspire Wealth Management
Massachusetts
– -$1.43K -18 Closed
YAL
874
Your Advocates Ltd
Texas
– -$634 -8 Closed
OP
875
ORG Partners
Indiana
– -$319 -4 Closed
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