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

852 hedge funds and large institutions have $6.78B invested in iShares S&P Mid-Cap 400 Growth ETF in 2024 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 230 increasing their positions, 261 reducing their positions, and 52 closing their positions.

Holders
852
Holders Change
+20
Holders Change %
+2.4%
% of All Funds
12.39%
Holding in Top 10
31
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+19.23%
% of All Funds
0.45%
New
87
Increased
230
Reduced
261
Closed
52
Calls
$229K
Puts
–
Net Calls
+$229K
Net Calls Change
-$46K

Top Buyers

1
UFF
1
USA Financial Formulas
Michigan
$71.2M
2
MWM
2
Modern Wealth Management
Kansas
$67.8M
3
PRS
3
Pinkerton Retirement Specialists
Idaho
$34.4M
4
LPL Financial
4
LPL Financial
California
$127M
5
YCG
5
Yeomans Consulting Group
Georgia
$20.3M

Top Sellers

1
WIA
1
World Investment Advisors
California
$20.7M
2
Wells Fargo
2
Wells Fargo
California
$623M
3
DPIM
3
Duff & Phelps Investment Management
Illinois
$0
4
Bank of America
4
Bank of America
North Carolina
$296M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$59.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$623M 7,069,208 -186,222 -3%
Morgan Stanley
2
Morgan Stanley
New York
$594M 6,737,347 +72,244 +1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$329M 3,732,772 -55,384 -1%
Goldman Sachs
4
Goldman Sachs
New York
$303M 3,435,550 +32,468 +1%
Bank of America
5
Bank of America
North Carolina
$296M 3,354,045 -179,521 -5%
MMEA
6
Main Management ETF Advisors
California
$260M 2,951,720 +74,120 +3%
CAPTRUST Financial Advisors
7
CAPTRUST Financial Advisors
North Carolina
$237M 2,691,453 +174,768 +7%
UBS Group
8
UBS Group
Switzerland
$192M 2,181,404 +19,907 +0.9%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$169M 1,921,626 -11,058 -0.6%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$144M 1,639,159 +70,035 +4%
Financial Engines Advisors
11
Financial Engines Advisors
California
$134M 1,519,250 -34,421 -2%
LPL Financial
12
LPL Financial
California
$127M 1,440,722 +263,700 +22%
Ameriprise
13
Ameriprise
Minnesota
$126M 1,429,323 +37,294 +3%
RJA
14
Raymond James & Associates
Florida
$107M 1,217,840 +63,406 +5%
DADC
15
D.A. Davidson & Co
Montana
$87.3M 990,424 +7,524 +0.8%
Northern Trust
16
Northern Trust
Illinois
$82.4M 935,462 +24,641 +3%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$74.5M 845,714 +82,792 +11%
MWA
18
Midland Wealth Advisors
Illinois
$74.1M 840,821 +10,501 +1%
MM
19
Main Management
California
$73.7M 836,383 -5,124 -0.6%
UFF
20
USA Financial Formulas
Michigan
$71.2M 807,648 +807,648 New
MWM
21
Modern Wealth Management
Kansas
$67.8M 769,040 +769,040 New
MCM
22
MAI Capital Management
Ohio
$66.8M 758,011 -9,286 -1%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$63.4M 719,799 +30,812 +4%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$59.1M 671,190 -147,434 -18%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$58.4M 663,125 -2,550 -0.4%
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