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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 %
ACA
901
Ascension Capital Advisors
Texas
– -$8.57M -93,215 Closed
Prudential Financial
902
Prudential Financial
New Jersey
– -$6.56M -71,409 Closed
MSAM
903
Moloney Securities Asset Management
Missouri
– -$6.55M -71,276 Closed
NG
904
Norden Group
Utah
– -$6.2M -67,475 Closed
MSA
905
McAlister Sweet & Associates
Texas
– -$5.61M -61,059 Closed
Janney Montgomery Scott
906
Janney Montgomery Scott
Pennsylvania
– -$4.82M -52,437 Closed
SFS
907
Sharp Financial Services
Pennsylvania
– -$4.08M -44,345 Closed
MCC
908
Money Concepts Capital
Florida
– -$2.03M -22,112 Closed
BWP
909
Balboa Wealth Partners
Arizona
– -$1.28M -13,924 Closed
IAN
910
Integrated Advisors Network
Texas
– -$1.24M -13,471 Closed
TRCT
911
Tower Research Capital (TRC)
New York
– -$1.15M -12,508 Closed
EFG
912
Ehrlich Financial Group
California
– -$1.09M -11,821 Closed
AFP
913
Alpha Financial Partners
Kentucky
– -$1.09M -11,821 Closed
MAM
914
Milestone Asset Management
Pennsylvania
– -$973K -10,586 Closed
TSS
915
Two Sigma Securities
New York
– -$849K -9,234 Closed
First Trust Advisors
916
First Trust Advisors
Illinois
– -$846K -9,201 Closed
STA
917
Summit Trail Advisors
New York
– -$663K -7,211 Closed
PS
918
Planned Solutions
California
– -$541K -5,884 Closed
TCMP
919
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$501K -5,455 Closed
KFS
920
Kurt F. Somerville
– -$460K -5,000 Closed
BSTWA
921
Blake Schutter Theil Wealth Advisors
Ohio
– -$419K -4,554 Closed
MCM
922
McDonough Capital Management
Florida
– -$382K -4,154 Closed
GLA
923
Good Life Advisors
Pennsylvania
– -$315K -3,432 Closed
DAS
924
Dynamic Advisor Solutions
Arizona
– -$315K -3,424 Closed
EI
925
Ellevest Inc
New York
– -$258K -2,807 Closed
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