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iShares S&P Mid-Cap 400 Growth ETF
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Overview Fund Activity

872 hedge funds and large institutions have $6.88B invested in iShares S&P Mid-Cap 400 Growth ETF in 2024 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 280 increasing their positions, 249 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
872
Holders Change
+20
Holders Change %
+2.35%
% of All Funds
12.61%
Holding in Top 10
27
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.9%
% of All Funds
0.39%
New
70
Increased
280
Reduced
249
Closed
43
Calls
$460K
Puts
–
Net Calls
+$460K
Net Calls Change
+$231K

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$60.6M
2
Bank of America
2
Bank of America
North Carolina
$341M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$95.1M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$72.2M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$20.6M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$189M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$157M
3
Wells Fargo
3
Wells Fargo
California
$621M
4
CJH
4
Christopher J. Hasenberg
Wisconsin
$27.1K
5
LPL Financial
5
LPL Financial
California
$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
ABWM
176
Alpine Bank Wealth Management
Colorado
$3.06M +$3.06M +33,286 New
SSW
177
Smith Shellnut Wilson
Mississippi
$3.02M -$28K -305 -0.9%
HCA
178
Heck Capital Advisors
Wisconsin
$2.99M +$101K +1,103 +4%
DBIA
179
Dumont & Blake Investment Advisors
New Jersey
$2.96M -$2.97M -32,341 -50%
OC
180
Oppenheimer & Co
New York
$2.95M +$169K +1,843 +6%
SIS
181
Sound Income Strategies
Florida
$2.93M +$2.32M +25,196 +378%
William Blair & Company
182
William Blair & Company
Illinois
$2.92M +$11.6K +126 +0.4%
SWM
183
Segment Wealth Management
Texas
$2.91M – – –
GWMR
184
GC Wealth Management RIA
Massachusetts
$2.88M -$4.6K -50 -0.2%
FTWA
185
Fifth Third Wealth Advisors
Ohio
$2.87M +$17.3K +188 +0.6%
EFG
186
Embree Financial Group
Illinois
$2.87M +$1.1K +12 +0%
Citadel Advisors
187
Citadel Advisors
Florida
$2.85M +$568K +6,177 +25%
IF
188
Ironwood Financial
Arizona
$2.84M +$78.1K +850 +3%
CB
189
Commerce Bank
Missouri
$2.82M -$114K -1,237 -4%
UBV
190
United Bank (Virginia)
Virginia
$2.76M +$282K +3,068 +11%
FTS
191
Fifth Third Securities
Ohio
$2.63M +$55.1K +599 +2%
SC
192
Slow Capital
California
$2.58M +$5.98K +65 +0.2%
VW
193
Vance Wealth
California
$2.56M -$91.1K -991 -3%
SCM
194
Stordahl Capital Management
Colorado
$2.54M +$94.6K +1,037 +4%
MWM
195
Maltin Wealth Management
New Jersey
$2.53M +$201K +2,183 +9%
TSWM
196
Triangle Securities Wealth Management
North Carolina
$2.52M +$11.5K +125 +0.5%
WIA
197
World Investment Advisors
California
$2.47M -$1.01M -10,975 -29%
LFAS
198
Level Four Advisory Services
Texas
$2.47M +$1.85M +20,392 +298%
UWPG
199
Ullmann Wealth Partners Group
Florida
$2.46M +$167K +1,813 +7%
RPGK
200
Retirement Planning Group (Kansas)
Kansas
$2.45M -$216K -2,355 -8%
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