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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.

New
Increased
Maintained
Reduced
Closed
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
CJH
Christopher J. Hasenberg
Wisconsin
$29.7M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$230M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$33.2M
4
Lido Advisors
Lido Advisors
California
$43.8M
5
RJA
Raymond James & Associates
Florida
$105M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$608M
2
UFF
USA Financial Formulas
Michigan
$0
3
Wells Fargo
Wells Fargo
California
$662M
4
MWM
Modern Wealth Management
Kansas
$0
5
PRS
Pinkerton Retirement Specialists
Idaho
$443K
Name Holding Trade Value Shares
Change 		Shares
Change %
ATPW
126
Ashton Thomas Private Wealth
Arizona
$4.59M -$93.1K -1,020 -2%
WAM
127
Weinberger Asset Management
California
$4.53M -$221K -2,421 -5%
SC
128
Slow Capital
California
$4.51M +$19.2K +210 +0.4%
RCM
129
Regency Capital Management
Hawaii
$4.42M -$2.28K -25 -0.1%
Janney Montgomery Scott
130
Janney Montgomery Scott
Pennsylvania
$4.27M +$1.83K +20 +0%
SEIA
131
Signature Estate & Investment Advisors
California
$4.2M -$815K -8,928 -16%
LC
132
LTG Capital
Massachusetts
$4.13M -$23.1K -246 -0.6%
9WM
133
9258 Wealth Management
Ohio
$4.1M -$110K -1,203 -3%
CWM
134
Cranbrook Wealth Management
Michigan
$4.06M -$391K -4,286 -9%
CWM
135
Circle Wealth Management
New Jersey
$4.02M – – –
BWM
136
BKM Wealth Management
Wisconsin
$3.99M -$11.5K -126 -0.3%
NCM
137
Neumann Capital Management
California
$3.86M -$42.9K -470 -1%
UB
138
UMB Bank
Missouri
$3.82M -$98.5K -1,079 -3%
Wealth Enhancement Advisory Services
139
Wealth Enhancement Advisory Services
Minnesota
$3.77M +$336K +3,685 +10%
PWP
140
Perfromance Wealth Partners
Illinois
$3.75M -$422K -4,629 -10%
GRP
141
Global Retirement Partners
California
$3.73M +$674K +7,385 +22%
TW
142
TritonPoint Wealth
Maryland
$3.67M +$153K +2,114 +4%
Pathstone Holdings
143
Pathstone Holdings
New Jersey
$3.61M +$173K +1,900 +5%
PFG
144
Pacific Financial Group
Washington
$3.54M +$65.2K +714 +2%
FTUS
145
Flow Traders U.S.
New York
$3.53M +$3.53M +38,635 New
FAIM
146
Financial Advocates Investment Management
Washington
$3.46M -$154K -1,690 -4%
PSCM
147
Per Stirling Capital Management
Texas
$3.45M +$3.45M +37,843 New
Mercer Global Advisors
148
Mercer Global Advisors
Colorado
$3.37M -$48.6K -501 -1%
CAM
149
Cresset Asset Management
Illinois
$3.3M +$626K +6,864 +23%
DI
150
DDFG Inc
California
$3.26M -$2.59M -28,381 -44%
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