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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.

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
WSFS
1
Wilmington Savings Fund Society
Delaware
$49.5M
2
CJH
2
Christopher J. Hasenberg
Wisconsin
$29.7M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$230M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$33.2M
5
Lido Advisors
5
Lido Advisors
California
$43.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$608M
2
UFF
2
USA Financial Formulas
Michigan
$0
3
Wells Fargo
3
Wells Fargo
California
$662M
4
MWM
4
Modern Wealth Management
Kansas
$0
5
PRS
5
Pinkerton Retirement Specialists
Idaho
$443K
Name Market Value Shares Shares
Change 		Shares
Change %
MGIA
76
Moneta Group Investment Advisors
Missouri
$10.6M 116,711 +45,729 +64%
HSBC Holdings
77
HSBC Holdings
United Kingdom
$10.1M 110,416 -825 -0.7%
HNB
78
Huntington National Bank
Ohio
– – – –
BFM
79
Broadview Financial Management
Wisconsin
$9.65M 105,774 -1,197 -1%
GSWM
80
Greenup Street Wealth Management
Michigan
$9.43M 103,287 -18,072 -15%
MCCA
81
Mill Creek Capital Advisors
Pennsylvania
$9.37M 102,732 -3,000 -3%
CA
82
Cetera Advisors
Colorado
$9.36M 102,526 +92,801 +954%
Citigroup
83
Citigroup
New York
$9.32M 102,030 +7,336 +8%
GLA
84
Great Lakes Advisors
Illinois
$8.69M 95,206 -307 -0.3%
CFO
85
Callan Family Office
Pennsylvania
$8.35M 91,469 -115 -0.1%
ABC
86
Associated Banc-Corp
Wisconsin
$8.28M 90,790 +1,779 +2%
PAG
87
Private Advisor Group
New Jersey
$8.23M 90,169 -1,444 -2%
JWA
88
JFS Wealth Advisors
Pennsylvania
$8.11M 88,848 +15,851 +22%
GT
89
Greenleaf Trust
Michigan
$7.98M 87,450 -5,246 -6%
MOS
90
MGO One Seven
Ohio
$7.85M 86,022 +26,610 +45%
Cambridge Investment Research Advisors
91
Cambridge Investment Research Advisors
Iowa
$7.56M 82,866 -100,012 -55%
MBTD
92
Mechanics Bank - Trust Department
California
$7.48M 81,936 -165 -0.2%
FPFS
93
First Personal Financial Services
North Carolina
$7.43M 81,470 -1,990 -2%
BMCM
94
Bryn Mawr Capital Management
Pennsylvania
$7.42M 81,312 -1,984 -2%
GIM
95
Goelzer Investment Management
Indiana
$7.23M 79,246 -1,388 -2%
JFA
96
JNBA Financial Advisors
Minnesota
$7.15M 78,320 -2,764 -3%
CCM
97
Coldstream Capital Management
Washington
$7M 76,683 -1,663 -2%
FHB
98
First Hawaiian Bank
Hawaii
$6.98M 76,543 -16,892 -18%
Focus Partners Wealth
99
Focus Partners Wealth
Massachusetts
$6.96M 76,316 +65,811 +626%
Corient Private Wealth
100
Corient Private Wealth
Florida
$6.92M 75,840 -39,631 -34%
2 3
4
5 6