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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 %
SWM
176
Spire Wealth Management
Virginia
$2.5M +$26K +285 +1%
FFA
177
Farther Finance Advisors
California
$2.47M +$221K +2,433 +10%
UBV
178
United Bank (Virginia)
Virginia
$2.46M +$786K +8,611 +47%
CAG
179
Csenge Advisory Group
Florida
$2.45M -$5.11K -56 -0.2%
EDRIA
180
Edmonds Duncan Registered Investment Advisors
Kansas
$2.45M +$30K +329 +1%
TSWM
181
Triangle Securities Wealth Management
North Carolina
$2.43M +$51.6K +566 +2%
OCM
182
One Capital Management
California
$2.38M -$67.5K -740 -3%
UWPG
183
Ullmann Wealth Partners Group
Florida
$2.28M -$18.3K -200 -0.8%
CIBC Private Wealth Group
184
CIBC Private Wealth Group
Georgia
$2.25M +$80.3K +883 +4%
RJT
185
Raymond James Trust
Florida
$2.2M +$220K +2,416 +11%
SWP
186
Stratos Wealth Partners
Ohio
$2.18M -$147K -1,611 -6%
PPC
187
Park Place Capital
Alabama
$2.17M -$7.21K -79 -0.3%
MWM
188
Maltin Wealth Management
New Jersey
$2.13M +$272K +2,980 +15%
FMII
189
Farmers & Merchants Investments Inc
Nebraska
$2.12M +$1.28K +14 +0.1%
SCM
190
Sandler Capital Management
New York
$2.1M -$2.46M -27,000 -54%
PRWA
191
Platte River Wealth Advisors
Colorado
$2.1M -$125K -1,370 -6%
CC
192
Codex Capital
New York
$2.05M – – –
AA
193
Alesco Advisors
New York
$2.04M – – –
Natixis Advisors
194
Natixis Advisors
Massachusetts
$2.04M +$288K +3,152 +16%
AI
195
Atria Investments
North Carolina
$2.03M +$206K +2,256 +11%
FTWA
196
Fifth Third Wealth Advisors
Ohio
$2.01M +$2.01M +22,025 New
Franklin Resources
197
Franklin Resources
California
$1.99M -$41.1K -450 -2%
DC
198
Darrow Company
Massachusetts
$1.98M -$469K -5,141 -19%
PA
199
PFG Advisors
Arizona
$1.97M -$547 -6 -0%
SFB
200
STAR Financial Bank
Indiana
$1.93M +$21.7K +238 +1%
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