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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 %
AFC
201
AFT Forsyth & Company
Florida
$1.93M +$365 +4 +0%
RBFC
202
Roman Butler Fullerton & Co
Missouri
$1.92M +$1.92M +22,490 New
Bessemer Group
203
Bessemer Group
New Jersey
$1.91M -$858K -9,400 -31%
GJIA
204
Glass Jacobson Investment Advisors
Maryland
$1.9M +$9.49K +104 +0.5%
RCAG
205
Rehmann Capital Advisory Group
Michigan
$1.89M -$140K -1,538 -7%
TIA
206
Tiemann Investment Advisors
California
$1.89M -$21.6K -237 -1%
WFA
207
Wellspring Financial Advisors
Ohio
$1.88M +$2.1K +23 +0.1%
BOS
208
Bank of Stockton
California
$1.88M -$113K -1,240 -6%
First Trust Advisors
209
First Trust Advisors
Illinois
$1.88M +$13.9K +152 +0.7%
DIP
210
Davis Investment Partners
North Carolina
$1.85M -$34K -383 -2%
FWMM
211
Foundation Wealth Management (Missouri)
Missouri
$1.82M -$125K -1,372 -6%
AWM
212
Apollon Wealth Management
South Carolina
$1.82M -$13.3K -146 -0.7%
AllianceBernstein
213
AllianceBernstein
Tennessee
$1.8M +$394K +4,320 +28%
FWTB
214
First Western Trust Bank
Colorado
$1.79M -$29.8K -327 -2%
CWM
215
C2C Wealth Management
Arizona
$1.77M +$12.8K +140 +0.7%
AB
216
Atlas Brown
Kentucky
$1.75M -$143K -1,571 -8%
RDFA
217
Ritter Daniher Financial Advisory
Ohio
$1.74M +$349K +3,822 +25%
PAA
218
Peregrine Asset Advisers
Oregon
$1.72M -$23.7K -260 -1%
RB
219
Renasant Bank
Mississippi
$1.71M – – –
CAG
220
Crestwood Advisors Group
Massachusetts
$1.71M -$10.4K -114 -0.6%
FHC
221
First Heartland Consultants
Missouri
$1.7M -$879K -9,634 -34%
JWCA
222
J.W. Cole Advisors
Florida
$1.69M +$495K +5,420 +41%
FHA
223
First Horizon Advisors
Tennessee
$1.66M -$137K -1,496 -8%
GT
224
Glenmede Trust
Pennsylvania
$1.62M -$730 -8 -0%
EWA
225
ERTS Wealth Advisors
Michigan
$1.6M -$153K -1,676 -9%
7 8
9
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