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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
1
Morgan Stanley
New York
$653M
2
WIA
2
World Investment Advisors
California
$37.7M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$78.5M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$168M
5
LPL Financial
5
LPL Financial
California
$124M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$346M
2
IAIM
2
International Assets Investment Management
Florida
$1.14M
3
UFF
3
USA Financial Formulas
Michigan
$0
4
MWM
4
Modern Wealth Management
Kansas
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$3.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
151
Atria Investments
North Carolina
$3.43M +$1.82K +20 +0.1%
TPCW
152
TD Private Client Wealth
New York
$3.43M -$124K -1,361 -3%
TRIA
153
Trail Ridge Investment Advisors
Colorado
$3.37M +$125K +1,374 +4%
FAIM
154
Financial Advocates Investment Management
Washington
$3.35M -$74.4K -767 -2%
CA
155
Clearstead Advisors
Ohio
$3.34M +$2.91K +32 +0.1%
FCI
156
Financial Counselors Inc
Kansas
$3.27M -$25.8K -284 -0.8%
Pathstone Holdings
157
Pathstone Holdings
New Jersey
$3.18M -$205K -2,250 -6%
PFG
158
Pacific Financial Group
Washington
$3.17M -$76K -836 -2%
DI
159
DDFG Inc
California
$3.14M +$9.18K +101 +0.3%
PWP
160
Perfromance Wealth Partners
Illinois
$3.12M -$197K -2,169 -6%
BAM
161
Belpointe Asset Management
Nevada
$3.09M +$49.3K +541 +2%
SIA
162
Soltis Investment Advisors
Utah
$3M -$395K -4,342 -12%
SSW
163
Smith Shellnut Wilson
Mississippi
$3M +$5K +55 +0.2%
William Blair & Company
164
William Blair & Company
Illinois
$2.97M +$79.7K +877 +3%
OC
165
Oppenheimer & Co
New York
$2.96M +$42.6K +469 +1%
DBIA
166
Dumont & Blake Investment Advisors
New Jersey
$2.91M -$15.4K -169 -0.5%
Natixis Advisors
167
Natixis Advisors
Massachusetts
$2.9M +$608K +6,687 +27%
SWM
168
Segment Wealth Management
Texas
$2.88M – – –
EFG
169
Embree Financial Group
Illinois
$2.83M -$8.09K -89 -0.3%
LFAS
170
Level Four Advisory Services
Texas
$2.78M +$300K +3,295 +12%
GWMR
171
GC Wealth Management RIA
Massachusetts
$2.76M -$81.8K -900 -3%
CB
172
Commerce Bank
Missouri
$2.74M -$41.4K -455 -1%
IF
173
Ironwood Financial
Arizona
$2.73M -$74.7K -822 -3%
MWM
174
Maltin Wealth Management
New Jersey
$2.73M +$220K +2,419 +9%
FGWP
175
Founders Grove Wealth Partners
Virginia
$2.69M +$2.69M +29,608 New
5 6
7
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