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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.

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
1
USA Financial Formulas
Michigan
$71.2M
2
MWM
2
Modern Wealth Management
Kansas
$67.8M
3
PRS
3
Pinkerton Retirement Specialists
Idaho
$34.4M
4
LPL Financial
4
LPL Financial
California
$127M
5
YCG
5
Yeomans Consulting Group
Georgia
$20.3M

Top Sellers

1
WIA
1
World Investment Advisors
California
$20.7M
2
Wells Fargo
2
Wells Fargo
California
$623M
3
DPIM
3
Duff & Phelps Investment Management
Illinois
$0
4
Bank of America
4
Bank of America
North Carolina
$296M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$59.1M
Name Market Value Shares Shares
Change 		Shares
Change %
GIA
76
GHP Investment Advisors
Colorado
$13M 147,444 -655 -0.4%
CFB
77
Cullen/Frost Bankers
Texas
$12.2M 138,620 +1,899 +1%
CIA
78
Concurrent Investment Advisors
Florida
$11.7M 132,350 +115,617 +691%
US Bancorp
79
US Bancorp
Minnesota
$11.5M 130,809 -18,398 -12%
CFA
80
Camarda Financial Advisors
Florida
$11M 124,391 +124,391 New
GSWM
81
Greenup Street Wealth Management
Michigan
$10.8M 122,952 +19,665 +19%
SWA
82
SOA Wealth Advisors
New York
$10.5M 119,625 +587 +0.5%
RFM
83
Royal Fund Management
Florida
$10.4M 118,277 +118,277 New
E
84
ETFidea
New York
$10.4M 117,792 +705 +0.6%
MGIA
85
Moneta Group Investment Advisors
Missouri
$10M 113,851 -2,860 -2%
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$9.92M 112,566 +29,700 +36%
ACA
87
Ascension Capital Advisors
Texas
$9.8M 111,268 +111,268 New
AWS
88
Atria Wealth Solutions
New York
$9.66M 109,631 +43,907 +67%
HNB
89
Huntington National Bank
Ohio
– – – –
BFM
90
Broadview Financial Management
Wisconsin
$9.13M 103,600 -2,174 -2%
Citigroup
91
Citigroup
New York
$9.08M 103,071 +1,041 +1%
MCCA
92
Mill Creek Capital Advisors
Pennsylvania
$9.05M 102,732 – –
GLA
93
Great Lakes Advisors
Illinois
$8.35M 94,799 -407 -0.4%
PAG
94
Private Advisor Group
New Jersey
$8.25M 93,625 +3,456 +4%
IA
95
IFP Advisors
Florida
$8.15M 92,525 +86,644 +1,473%
MOS
96
MGO One Seven
Ohio
$8.09M 91,775 +5,753 +7%
CFO
97
Callan Family Office
Pennsylvania
$8.06M 91,469 – –
CIAS
98
CFS Investment Advisory Services
New Jersey
$8.02M 90,972 +90,972 New
WA
99
Waverly Advisors
Alabama
$8.02M 90,997 +74,135 +440%
ABC
100
Associated Banc-Corp
Wisconsin
$7.94M 90,106 -684 -0.8%
2 3
4
5 6