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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 %
CIA
851
Cape Investment Advisory
Georgia
$1.76K – – –
MRCM
852
M&R Capital Management
New Jersey
$1.32K – – –
RIA
853
Realta Investment Advisors
Delaware
$1.06K – – –
BNP Paribas Financial Markets
854
BNP Paribas Financial Markets
France
$352 +$352 +4 New
DPIM
855
Duff & Phelps Investment Management
Illinois
– -$15.9M -174,280 Closed
FTUS
856
Flow Traders U.S.
New York
– -$3.53M -38,635 Closed
PSCM
857
Per Stirling Capital Management
Texas
– -$3.45M -37,843 Closed
CAG
858
Csenge Advisory Group
Florida
– -$2.45M -26,856 Closed
SCM
859
Sandler Capital Management
New York
– -$2.1M -23,000 Closed
FWTB
860
First Western Trust Bank
Colorado
– -$1.79M -19,577 Closed
CWA
861
Clarus Wealth Advisors
Arizona
– -$1.4M -15,748 Closed
MWM
862
Meridian Wealth Management
Kentucky
– -$1.26M -13,847 Closed
CB
863
Cadence Bank
Mississippi
– -$1.05M -11,478 Closed
LNC
864
Lincoln National Corp
Pennsylvania
– -$626K -6,862 Closed
GM
865
GeoWealth Management
Illinois
– -$588K -6,443 Closed
SW
866
SVB Wealth
Massachusetts
– -$568K -6,225 Closed
TRCT
867
Tower Research Capital (TRC)
New York
– -$557K -6,099 Closed
TSW
868
Three Seasons Wealth
Utah
– -$538K -5,994 Closed
TT
869
TI-Trust
Illinois
– -$534K -5,854 Closed
SG
870
StoneX Group
New York
– -$508K -5,571 Closed
NSB
871
Norway Savings Bank
Maine
– -$480K -5,256 Closed
SWM
872
StoneCrest Wealth Management
Arizona
– -$418K -4,579 Closed
CA
873
CoreCap Advisors
Michigan
– -$393K -4,311 Closed
WA
874
Wealthstar Advisors
Texas
– -$366K -4,010 Closed
Empower Advisory Group
875
Empower Advisory Group
Colorado
– -$347K -3,807 Closed
33 34
35
36 37