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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 %
EWM
876
EPG Wealth Management
Georgia
$6.55K – – –
SC
877
Sawyer & Company
Massachusetts
$6K -$420K -70 -99%
MWM
878
Mascoma Wealth Management
New Hampshire
$5.91K +$5.91K +65 New
HWA
879
HHM Wealth Advisors
Tennessee
$5.64K – – –
TAM
880
Tucker Asset Management
Colorado
$5.46K -$22K -242 -80%
NMG
881
New Millennium Group
Utah
$5.46K – – –
SN
882
Sittner & Nelson
Oregon
$4.37K – – –
LWA
883
Lowe Wealth Advisors
Maryland
$3.64K – – –
WCM
884
WealthTrak Capital Management
Virginia
$3.46K +$3.46K +38 New
KFP
885
Keener Financial Planning
Texas
$2K – – –
FG
886
Fairman Group
Pennsylvania
$2K – – –
CIA
887
Cape Investment Advisory
Georgia
$1.82K – – –
GSWM
888
Golden State Wealth Management
California
$1.27K +$1.27K +14 New
CJH
889
Christopher J. Hasenberg
Wisconsin
$1K -$25.9K -285 -96%
IRC
890
Investors Research Corp
Georgia
$909 +$909 +10 New
PWA
891
Physician Wealth Advisors
Utah
$821 +$821 +9 New
RWM
892
Rialto Wealth Management
New York
$364 +$364 +4 New
NS
893
NBC Securities
Alabama
$281 -$304K -3,242 -100%
RCM
894
Raleigh Capital Management
North Carolina
$87 +$87 +1 New
UFF
895
USA Financial Formulas
Michigan
– -$77.5M -843,148 Closed
MWM
896
Modern Wealth Management
Kansas
– -$67.8M -737,848 Closed
PRS
897
Pinkerton Retirement Specialists
Idaho
– -$23M -249,759 Closed
YCG
898
Yeomans Consulting Group
Georgia
– -$19.6M -213,630 Closed
CCFM
899
Clear Creek Financial Management
Washington
– -$14.5M -157,235 Closed
CFA
900
Camarda Financial Advisors
Florida
– -$11.6M -126,391 Closed
34 35
36
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