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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 %
PCA
176
Prosperity Capital Advisors
Ohio
$2.88M +$2.88M +32,724 New
TPCW
177
TD Private Client Wealth
New York
$2.86M +$185K +2,104 +7%
BAM
178
Belpointe Asset Management
Nevada
$2.83M +$2.83M +32,139 New
CB
179
Commerce Bank
Missouri
$2.81M -$23.9K -271 -0.8%
SWM
180
Segment Wealth Management
Texas
$2.79M – – –
William Blair & Company
181
William Blair & Company
Illinois
$2.79M +$52.7K +598 +2%
FFA
182
Farther Finance Advisors
California
$2.79M +$420K +4,823 +18%
HCA
183
Heck Capital Advisors
Wisconsin
$2.77M +$1.31M +14,869 +90%
GWMR
184
GC Wealth Management RIA
Massachusetts
$2.76M +$185K +2,096 +7%
EFG
185
Embree Financial Group
Illinois
$2.75M -$268K -3,043 -9%
FTWA
186
Fifth Third Wealth Advisors
Ohio
$2.74M +$795K +9,018 +41%
Susquehanna International Group
187
Susquehanna International Group
Pennsylvania
$2.72M -$259K -2,934 -9%
APP
188
Avantax Planning Partners
Iowa
$2.69M -$65.2K -740 -2%
OC
189
Oppenheimer & Co
New York
$2.67M +$146K +1,655 +6%
IF
190
Ironwood Financial
Arizona
$2.65M +$50.8K +576 +2%
DWA
191
Dorsey Wright & Associates
California
$2.62M -$29.4K -334 -1%
RPGK
192
Retirement Planning Group (Kansas)
Kansas
$2.56M -$321K -3,646 -11%
VW
193
Vance Wealth
California
$2.54M +$43.3K +491 +2%
MML Investors Services
194
MML Investors Services
Massachusetts
$2.49M +$38.1K +433 +2%
FTS
195
Fifth Third Securities
Ohio
$2.47M -$56.8K -645 -2%
SC
196
Slow Capital
California
$2.47M -$1.89M -21,450 -43%
TSWM
197
Triangle Securities Wealth Management
North Carolina
$2.4M +$55.3K +628 +2%
ASN
198
Advisory Services Network
Georgia
$2.38M -$54K -613 -2%
SWM
199
Spire Wealth Management
Virginia
$2.37M -$38.9K -442 -2%
UBV
200
United Bank (Virginia)
Virginia
$2.37M – – –
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