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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
1
Christopher J. Hasenberg
Wisconsin
$29.7M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$230M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$33.2M
4
Lido Advisors
4
Lido Advisors
California
$43.8M
5
RJA
5
Raymond James & Associates
Florida
$105M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$608M
2
UFF
2
USA Financial Formulas
Michigan
$0
3
Wells Fargo
3
Wells Fargo
California
$662M
4
MWM
4
Modern Wealth Management
Kansas
$0
5
PRS
5
Pinkerton Retirement Specialists
Idaho
$443K
Name Holding Trade Value Shares
Change 		Shares
Change %
FCI
151
Financial Counselors Inc
Kansas
$3.14M -$13.4K -147 -0.4%
TRIA
152
Trail Ridge Investment Advisors
Colorado
$3.13M +$115K +1,262 +4%
EFG
153
Embree Financial Group
Illinois
$3.12M +$1.28K +14 +0%
SSW
154
Smith Shellnut Wilson
Mississippi
$3.1M -$99.6K -1,092 -3%
Susquehanna International Group
155
Susquehanna International Group
Pennsylvania
$3.09M +$3.09M +33,847 New
RPGK
156
Retirement Planning Group (Kansas)
Kansas
$2.98M -$40.9K -448 -1%
SIA
157
Soltis Investment Advisors
Utah
$2.98M +$147K +1,606 +5%
CB
158
Commerce Bank
Missouri
$2.93M -$20K -219 -0.7%
SWM
159
Segment Wealth Management
Texas
$2.89M – – –
DBIA
160
Dumont & Blake Investment Advisors
New Jersey
$2.88M +$13.8K +151 +0.5%
APP
161
Avantax Planning Partners
Iowa
$2.85M -$441K -4,838 -13%
WG
162
Watchman Group
Texas
$2.85M +$143K +1,570 +5%
William Blair & Company
163
William Blair & Company
Illinois
$2.84M +$16.1K +176 +0.6%
TPCW
164
TD Private Client Wealth
New York
$2.77M +$257K +2,812 +10%
DWA
165
Dorsey Wright & Associates
California
$2.75M -$423K -4,634 -13%
IF
166
Ironwood Financial
Arizona
$2.69M -$9.58K -105 -0.4%
GWMR
167
GC Wealth Management RIA
Massachusetts
$2.67M +$2.67M +29,244 New
CA
168
Clearstead Advisors
Ohio
$2.63M -$65.7K -734 -2%
FTS
169
Fifth Third Securities
Ohio
$2.61M -$18.6K -204 -0.7%
OC
170
Oppenheimer & Co
New York
$2.61M +$36K +395 +1%
SCM
171
Stordahl Capital Management
Colorado
$2.59M -$39.1K -429 -1%
VW
172
Vance Wealth
California
$2.59M -$120K -1,310 -4%
SWPG
173
Strategic Wealth Partners Group
Illinois
$2.58M +$2.16M +23,721 +522%
MML Investors Services
174
MML Investors Services
Massachusetts
$2.54M -$897K -9,831 -26%
ASN
175
Advisory Services Network
Georgia
$2.52M -$94.6K -1,037 -4%
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7
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