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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
1
Morgan Stanley
New York
$653M
2
WIA
2
World Investment Advisors
California
$37.7M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$78.5M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$168M
5
LPL Financial
5
LPL Financial
California
$124M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$346M
2
IAIM
2
International Assets Investment Management
Florida
$1.14M
3
UFF
3
USA Financial Formulas
Michigan
$0
4
MWM
4
Modern Wealth Management
Kansas
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$3.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
MGIA
76
Moneta Group Investment Advisors
Missouri
$10.4M +$15.9K +175 +0.2%
HNB
77
Huntington National Bank
Ohio
$9.96M -$9.93M – –
HSBC Holdings
78
HSBC Holdings
United Kingdom
$9.75M -$242K -2,660 -2%
Citigroup
79
Citigroup
New York
$9.66M -$1.97M -21,632 -17%
GSWM
80
Greenup Street Wealth Management
Michigan
$9.53M -$2.62M -28,840 -22%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$8.99M -$11.4M -125,123 -56%
IA
82
IFP Advisors
Florida
$8.99M +$306K +3,366 +4%
BFM
83
Broadview Financial Management
Wisconsin
$8.97M -$533K -5,861 -6%
WPIC
84
White Pine Investment Company
Michigan
$8.7M +$3.23M +35,480 +59%
JWA
85
JFS Wealth Advisors
Pennsylvania
$8.52M +$172K +1,893 +2%
ABC
86
Associated Banc-Corp
Wisconsin
$8.45M +$38.7K +426 +0.5%
MOS
87
MGO One Seven
Ohio
$8.28M +$48.6K +534 +0.6%
CFO
88
Callan Family Office
Pennsylvania
$8.24M -$109K -1,200 -1%
PAG
89
Private Advisor Group
New Jersey
$8.24M -$771K -8,474 -9%
GLA
90
Great Lakes Advisors
Illinois
$8.01M -$552K -6,073 -6%
MCCA
91
Mill Creek Capital Advisors
Pennsylvania
$7.97M – – –
GT
92
Greenleaf Trust
Michigan
$7.79M -$28.1K -309 -0.4%
SG
93
StoneX Group
New York
$7.71M +$6.95M +76,418 +912%
BMCM
94
Bryn Mawr Capital Management
Pennsylvania
$7.68M -$147K -1,619 -2%
MBTD
95
Mechanics Bank - Trust Department
California
$7.65M -$37.3K -410 -0.5%
AAS
96
Avantax Advisory Services
Texas
$7.56M +$1.8M +19,757 +31%
ATC
97
Argent Trust Co
Tennessee
$7.48M +$7.23M +79,462 +2,798%
RA
98
Rodgers & Associates
Pennsylvania
$7.43M +$159K +1,754 +2%
AWS
99
Atria Wealth Solutions
New York
$7.24M -$2.39M -26,296 -25%
JFA
100
JNBA Financial Advisors
Minnesota
$6.81M -$20.9K -230 -0.3%
2 3
4
5 6