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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
M&T Bank
126
M&T Bank
New York
$5.47M -$266K -3,015 -5%
AAS
127
Avantax Advisory Services
Texas
$5.35M +$523K +5,938 +11%
AMG
128
Asset Management Group
Connecticut
$5.27M +$4.76K +54 +0.1%
SS
129
Sunbelt Securities
Texas
$5.27M +$6.26K +71 +0.1%
HWM
130
HB Wealth Management
Georgia
$5.25M +$161K +1,830 +3%
GRP
131
Global Retirement Partners
California
$5.11M +$1.51M +17,147 +42%
MSA
132
McAlister Sweet & Associates
Texas
$5.06M -$6.96K -79 -0.1%
EWA
133
EP Wealth Advisors
California
$5.03M +$209K +2,371 +4%
Envestnet Portfolio Solutions
134
Envestnet Portfolio Solutions
Illinois
$4.86M +$42.5K +482 +0.9%
FHB
135
First Hawaiian Bank
Hawaii
$4.85M -$1.9M -21,540 -28%
PFS
136
Prospera Financial Services
Texas
$4.81M +$17.1K +194 +0.4%
FBB
137
Fulton Breakefield Broenniman
Maryland
$4.79M -$72.3K -821 -1%
BCM
138
Becker Capital Management
Oregon
$4.74M – – –
PCTC
139
Perkins Coie Trust Company
Washington
$4.52M -$132K -1,501 -3%
RCM
140
Regency Capital Management
Hawaii
$4.45M +$179K +2,029 +4%
CWM
141
Cordatus Wealth Management
Pennsylvania
$4.44M +$4.44M +50,373 New
ATPW
142
Ashton Thomas Private Wealth
Arizona
$4.43M -$3.26K -37 -0.1%
TW
143
TritonPoint Wealth
Maryland
$4.41M -$68.1K -773 -2%
BA
144
Brightwater Advisory
Florida
$4.41M -$48.1K -546 -1%
WAM
145
Weinberger Asset Management
California
$4.33M -$47.3K -537 -1%
Janney Montgomery Scott
146
Janney Montgomery Scott
Pennsylvania
$4.11M -$14.1K -160 -0.3%
OCM
147
One Capital Management
California
$4.07M +$1.77M +20,034 +77%
CFG
148
Citizens Financial Group
Rhode Island
$4M +$3.06M +34,755 +327%
BWM
149
BKM Wealth Management
Wisconsin
$3.95M +$106K +1,208 +3%
SA
150
Sanctuary Advisors
Indiana
$3.93M +$3.93M +45,213 New
4 5
6
7 8