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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 %
TSWM
176
Triangle Securities Wealth Management
North Carolina
$2.63M +$145K +1,590 +6%
UBV
177
United Bank (Virginia)
Virginia
$2.63M -$99.5K -1,094 -4%
FTS
178
Fifth Third Securities
Ohio
$2.62M +$15.5K +171 +0.6%
WG
179
Watchman Group
Texas
$2.56M -$856K -9,419 -25%
SCM
180
Stordahl Capital Management
Colorado
$2.52M -$18.5K -203 -0.7%
SC
181
Slow Capital
California
$2.51M -$38.4K -422 -2%
VW
182
Vance Wealth
California
$2.49M -$40.7K -448 -2%
UWPG
183
Ullmann Wealth Partners Group
Florida
$2.44M +$455 +5 +0%
MML Investors Services
184
MML Investors Services
Massachusetts
$2.42M -$1.22M -13,367 -33%
RPGK
185
Retirement Planning Group (Kansas)
Kansas
$2.41M -$17.6K -193 -0.7%
SWM
186
Spire Wealth Management
Virginia
$2.4M +$3.82K +42 +0.2%
ASN
187
Advisory Services Network
Georgia
$2.37M -$86.8K -955 -4%
CW
188
CreativeOne Wealth
Kansas
$2.37M +$856K +9,418 +57%
CIBC Private Wealth Group
189
CIBC Private Wealth Group
Georgia
$2.32M -$67.8K -737 -3%
SWP
190
Stratos Wealth Partners
Ohio
$2.24M -$47.6K -523 -2%
MA
191
Mutual Advisors
Nebraska
$2.22M -$87.2K -924 -4%
APP
192
Avantax Planning Partners
Iowa
$2.17M -$44.8K -493 -2%
DIA
193
Dana Investment Advisors
Wisconsin
$2.16M +$372K +4,092 +21%
SAM
194
Synergy Asset Management
Washington
$2.15M +$1.43M +15,658 +199%
UB
195
Umpqua Bank
Oregon
$2.13M +$537K +5,819 +34%
JWCA
196
J.W. Cole Advisors
Florida
$2.12M +$74.7K +822 +4%
WANY
197
Wealthspire Advisors (New York)
New York
$2.1M +$263K +2,889 +14%
SFO
198
Stenger Family Office
Illinois
$2.1M +$2.1M +23,061 New
GJIA
199
Glass Jacobson Investment Advisors
Maryland
$2.07M +$23.4K +257 +1%
FMII
200
Farmers & Merchants Investments Inc
Nebraska
$2.07M -$2.64K -29 -0.1%
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