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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 %
CAM
201
Cresset Asset Management
Illinois
$2.07M -$1.82M -20,058 -47%
CCAM
202
Codex Capital Asset Management
Texas
$2.05M – – –
Franklin Resources
203
Franklin Resources
California
$2.03M +$63K +693 +3%
AA
204
Alesco Advisors
New York
$2.03M – – –
CTC
205
Corundum Trust Company
South Dakota
$1.98M -$40K -440 -2%
AWM
206
Apollon Wealth Management
South Carolina
$1.95M -$17.1M -188,179 -90%
OCM
207
One Capital Management
California
$1.95M -$336K -3,699 -15%
OA
208
Operose Advisors
Wisconsin
$1.95M +$188K +2,070 +11%
PA
209
PFG Advisors
Arizona
$1.94M +$10.9K +120 +0.6%
AFC
210
AFT Forsyth & Company
Florida
$1.92M +$637 +7 +0%
PPC
211
Park Place Capital
Alabama
$1.9M -$88.4K -972 -4%
DIP
212
Davis Investment Partners
North Carolina
$1.87M – – –
AFG
213
Allegheny Financial Group
Pennsylvania
$1.84M +$15.3K +168 +0.8%
DC
214
Darrow Company
Massachusetts
$1.83M -$8.28K -91 -0.5%
Zurich Cantonal Bank
215
Zurich Cantonal Bank
Switzerland
$1.82M +$1.82M +19,977 New
WFA
216
Wellspring Financial Advisors
Ohio
$1.8M -$386K -4,244 -18%
TIA
217
Tiemann Investment Advisors
California
$1.8M +$2.27K +25 +0.1%
RDFA
218
Ritter Daniher Financial Advisory
Ohio
$1.79M -$14.3K -157 -0.8%
CWM
219
C2C Wealth Management
Arizona
$1.78M – – –
HCA
220
Heck Capital Advisors
Wisconsin
$1.78M -$1.17M -12,905 -40%
P
221
&Partners
Tennessee
$1.78M +$455K +4,934 +34%
FWMM
222
Foundation Wealth Management (Missouri)
Missouri
$1.76M +$1.18K +13 +0.1%
RCAG
223
Rehmann Capital Advisory Group
Michigan
$1.76M +$5.46K +60 +0.3%
SG
224
Somerset Group
Minnesota
$1.76M -$29.9K -329 -2%
Bessemer Group
225
Bessemer Group
New Jersey
$1.75M -$145K -1,600 -8%
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