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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 %
JWA
101
JFS Wealth Advisors
Pennsylvania
$7.92M 89,902 +1,054 +1%
GT
102
Greenleaf Trust
Michigan
$7.6M 86,200 -1,250 -1%
MBTD
103
Mechanics Bank - Trust Department
California
$7.41M 84,086 +2,150 +3%
BMCM
104
Bryn Mawr Capital Management
Pennsylvania
$7.36M 83,491 +2,179 +3%
EH
105
Equitable Holdings
New York
$7.2M 81,759 +23,453 +40%
FPFS
106
First Personal Financial Services
North Carolina
$7.18M 81,536 +66 +0.1%
GIM
107
Goelzer Investment Management
Indiana
$6.76M 76,741 -2,505 -3%
JFA
108
JNBA Financial Advisors
Minnesota
$6.71M 76,204 -2,116 -3%
CCM
109
Coldstream Capital Management
Washington
$6.65M 75,506 -1,177 -2%
AWM
110
AE Wealth Management
Kansas
$6.64M 75,390 +17,339 +30%
CA
111
Centerpoint Advisors
Massachusetts
$6.54M 74,167 -1,283 -2%
EC
112
Estate Counselors
Wisconsin
$6.39M 72,520 +18,045 +33%
Thrivent Financial for Lutherans
113
Thrivent Financial for Lutherans
Minnesota
$6.36M 72,184 +4,134 +6%
OFS
114
Oldfather Financial Services
Nebraska
$6.25M 70,985 -37 -0.1%
SSB
115
Sandy Spring Bank
Maryland
$6.14M 69,706 +8,847 +15%
Corient Private Wealth
116
Corient Private Wealth
Florida
$6.13M 69,695 -6,145 -8%
FCFC
117
First Citizens Financial Corp
Iowa
$6.1M 69,264 -1,036 -1%
MSAM
118
Moloney Securities Asset Management
Missouri
$6.09M 69,122 +69,122 New
TC
119
TownSquare Capital
Utah
$6.06M 68,747 +64,804 +1,644%
SPC
120
Sigma Planning Corp
Michigan
$5.69M 64,598 +19 +0%
DBIA
121
Dumont & Blake Investment Advisors
New Jersey
$5.69M 64,525 +32,938 +104%
RA
122
Rodgers & Associates
Pennsylvania
$5.68M 64,506 -2,625 -4%
DL
123
DOHJ LLC
Washington
$5.54M 62,869 +62,869 New
NG
124
Norden Group
Utah
$5.49M 62,362 +62,362 New
GPA
125
Guidance Point Advisors
Massachusetts
$5.47M 62,101 +89 +0.1%
3 4
5
6 7