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

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$346M
2
IAIM
International Assets Investment Management
Florida
$1.14M
3
UFF
USA Financial Formulas
Michigan
$0
4
MWM
Modern Wealth Management
Kansas
$0
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
AB
126
ANB Bank
Colorado
$4.47M +$4.47M +49,129 New
BA
127
Brightwater Advisory
Florida
$4.45M -$48.9K -538 -1%
MCM
128
M1 Capital Management
Michigan
$4.44M +$4.44M +48,827 New
CAM
129
Congress Asset Management
Massachusetts
$4.39M +$3.13M +34,388 +248%
PCTC
130
Perkins Coie Trust Company
Washington
$4.33M -$160K -1,757 -4%
WAM
131
Weinberger Asset Management
California
$4.3M -$137K -1,508 -3%
FFA
132
Farther Finance Advisors
California
$4.29M +$475K +5,219 +12%
CIAS
133
CFS Investment Advisory Services
New Jersey
$4.1M -$24.3K -267 -0.6%
Wealth Enhancement Advisory Services
134
Wealth Enhancement Advisory Services
Minnesota
$4.05M +$297K +3,263 +8%
CWM
135
Circle Wealth Management
New Jersey
$4M – – –
BWM
136
BKM Wealth Management
Wisconsin
$4M -$37.7K -415 -0.9%
Susquehanna International Group
137
Susquehanna International Group
Pennsylvania
$3.97M -$56M -615,891 -93%
LC
138
LTG Capital
Massachusetts
$3.96M -$44.2K -486 -1%
TCG
139
Transcendent Capital Group
Oklahoma
$3.96M +$478K +5,262 +14%
ITB
140
Idaho Trust Bank
Idaho
$3.95M -$969K -10,659 -20%
Mercer Global Advisors
141
Mercer Global Advisors
Colorado
$3.92M +$544K +5,982 +16%
CWM
142
Cranbrook Wealth Management
Michigan
$3.83M -$67.1K -738 -2%
Kovitz Investment Group Partners
143
Kovitz Investment Group Partners
Illinois
$3.77M +$173K +1,904 +5%
GRP
144
Global Retirement Partners
California
$3.75M -$2.65M -29,136 -41%
UB
145
UMB Bank
Missouri
$3.73M -$511K -5,615 -12%
NCM
146
Neumann Capital Management
California
$3.71M -$54.6K -600 -1%
FHB
147
First Hawaiian Bank
Hawaii
$3.71M -$369K -4,053 -9%
SEIA
148
Signature Estate & Investment Advisors
California
$3.66M +$437K +4,803 +14%
FTWA
149
Fifth Third Wealth Advisors
Ohio
$3.54M +$703K +7,729 +25%
LKWM
150
Lee-Kelleher Wealth Management
Maryland
$3.53M +$3.53M +38,790 New
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