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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.

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
WSFS
1
Wilmington Savings Fund Society
Delaware
$49.5M
2
CJH
2
Christopher J. Hasenberg
Wisconsin
$29.7M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$230M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$33.2M
5
Lido Advisors
5
Lido Advisors
California
$43.8M

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 Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$662M 7,255,430 -543,397 -7%
Morgan Stanley
2
Morgan Stanley
New York
$608M 6,665,103 -6,656,791 -50%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$346M 3,788,156 +20,419 +0.5%
Bank of America
4
Bank of America
North Carolina
$322M 3,533,566 -185,728 -5%
Goldman Sachs
5
Goldman Sachs
New York
$311M 3,403,082 -17,740 -0.5%
MMEA
6
Main Management ETF Advisors
California
$263M 2,877,600 +95,920 +3%
CAPTRUST Financial Advisors
7
CAPTRUST Financial Advisors
North Carolina
$230M 2,516,685 +291,305 +13%
UBS Group
8
UBS Group
Switzerland
$197M 2,161,497 +86,566 +4%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$176M 1,932,684 -9,111 -0.5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$143M 1,569,124 -14,161 -0.9%
Financial Engines Advisors
11
Financial Engines Advisors
California
$142M 1,553,671 -85,583 -5%
Ameriprise
12
Ameriprise
Minnesota
$127M 1,392,029 -142,606 -9%
LPL Financial
13
LPL Financial
California
$107M 1,177,022 -43,195 -4%
RJA
14
Raymond James & Associates
Florida
$105M 1,154,434 +163,419 +16%
DADC
15
D.A. Davidson & Co
Montana
$89.7M 982,900 -8,128 -0.8%
Northern Trust
16
Northern Trust
Illinois
$83.1M 910,821 +39,157 +4%
MM
17
Main Management
California
$76.8M 841,507 +2,263 +0.3%
MWA
18
Midland Wealth Advisors
Illinois
$75.8M 830,320 +21,092 +3%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$74.7M 818,624 -34,611 -4%
MCM
20
MAI Capital Management
Ohio
$70M 767,297 +9,981 +1%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$69.6M 762,922 +11,588 +2%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$66.9M 733,318 -99,386 -12%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$62.9M 688,987 -28,601 -4%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$60.7M 665,675 +112,303 +20%
KeyBank National Association
25
KeyBank National Association
Ohio
$55.9M 612,657 -3,961 -0.6%
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