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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 %
EC
101
Estate Counselors
Wisconsin
$6.65M +$6.65M +73,115 New
OFS
102
Oldfather Financial Services
Nebraska
$6.45M +$77.2K +849 +1%
CA
103
Centerpoint Advisors
Massachusetts
$6.32M -$159K -1,750 -2%
GIM
104
Goelzer Investment Management
Indiana
$6.24M -$309K -3,396 -5%
FCFC
105
First Citizens Financial Corp
Iowa
$6.23M -$66.7K -733 -1%
SA
106
Sanctuary Advisors
Indiana
$6.01M -$175K -1,842 -3%
I
107
InvesTrust
Oklahoma
$5.81M +$5.81M +63,743 New
DP
108
Denver PWM
Colorado
$5.79M +$5.32M +58,552 +1,134%
GPA
109
Guidance Point Advisors
Massachusetts
$5.65M +$23.4K +257 +0.4%
M&T Bank
110
M&T Bank
New York
$5.65M -$16.6K -183 -0.3%
Corient Private Wealth
111
Corient Private Wealth
Florida
$5.46M -$1.83M -20,094 -25%
HWM
112
HB Wealth Management
Georgia
$5.41M – – –
AMG
113
Asset Management Group
Connecticut
$5.37M -$14.5K -159 -0.3%
CCM
114
Coldstream Capital Management
Washington
$5.23M -$1.13M -12,379 -18%
SS
115
Sunbelt Securities
Texas
$5.19M -$5.37K -59 -0.1%
SPC
116
Sigma Planning Corp
Michigan
$5.12M +$32.6K +358 +0.6%
EWA
117
EP Wealth Advisors
California
$5.02M -$174K -1,915 -3%
ES
118
Eagle Strategies
New York
$4.8M +$449K +4,935 +10%
TW
119
TritonPoint Wealth
Maryland
$4.75M -$14.2K -156 -0.3%
FBB
120
Fulton Breakefield Broenniman
Maryland
$4.72M -$47.5K -522 -1%
ATPW
121
Ashton Thomas Private Wealth
Arizona
$4.63M +$61.8K +680 +1%
Envestnet Portfolio Solutions
122
Envestnet Portfolio Solutions
Illinois
$4.61M -$305K -3,352 -6%
HT
123
Heritage Trust
Oklahoma
$4.55M +$4.55M +50,080 New
BCM
124
Becker Capital Management
Oregon
$4.54M -$348K -3,825 -7%
CFG
125
Citizens Financial Group
Rhode Island
$4.53M +$22.7K +250 +0.5%
3 4
5
6 7