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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 %
LC
151
LTG Capital
Massachusetts
$3.91M +$34.8K +395 +0.9%
ITB
152
Idaho Trust Bank
Idaho
$3.89M +$3.89M +44,140 New
9WM
153
9258 Wealth Management
Ohio
$3.88M -$79.4K -901 -2%
CWM
154
Circle Wealth Management
New Jersey
$3.88M – – –
SEIA
155
Signature Estate & Investment Advisors
California
$3.83M -$220K -2,497 -5%
CWM
156
Cranbrook Wealth Management
Michigan
$3.83M -$87.8K -997 -2%
CAM
157
Cresset Asset Management
Illinois
$3.76M +$571K +6,484 +18%
NCM
158
Neumann Capital Management
California
$3.65M -$79.3K -900 -2%
SFS
159
Sharp Financial Services
Pennsylvania
$3.64M +$3.64M +41,304 New
UB
160
UMB Bank
Missouri
$3.64M -$47.2K -536 -1%
Wealth Enhancement Advisory Services
161
Wealth Enhancement Advisory Services
Minnesota
$3.63M -$14.9K -169 -0.4%
PWP
162
Perfromance Wealth Partners
Illinois
$3.42M -$198K -2,246 -5%
CA
163
Clearstead Advisors
Ohio
$3.36M +$777K +8,824 +30%
PFG
164
Pacific Financial Group
Washington
$3.32M -$97.5K -1,106 -3%
Pathstone Holdings
165
Pathstone Holdings
New Jersey
$3.28M -$203K -2,305 -6%
Kovitz Investment Group Partners
166
Kovitz Investment Group Partners
Illinois
$3.25M +$3.25M +36,851 New
FCI
167
Financial Counselors Inc
Kansas
$3.18M +$149K +1,695 +5%
DI
168
DDFG Inc
California
$3.09M -$64.1K -727 -2%
EE
169
EWG Elevate
California
$3.07M +$2.84M +32,196 +1,222%
Mercer Global Advisors
170
Mercer Global Advisors
Colorado
$3.05M -$1.85K -21 -0.1%
WG
171
Watchman Group
Texas
$3.03M +$282K +3,204 +10%
TRIA
172
Trail Ridge Investment Advisors
Colorado
$2.95M -$71.4K -810 -2%
FAIM
173
Financial Advocates Investment Management
Washington
$2.93M -$415K -4,706 -12%
SSW
174
Smith Shellnut Wilson
Mississippi
$2.93M -$67.9K -771 -2%
SIA
175
Soltis Investment Advisors
Utah
$2.9M +$28.5K +323 +1%
5 6
7
8 9