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iShares S&P Mid-Cap 400 Growth ETF

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.

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
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$653M 7,176,967 +397,826 +6%
Wells Fargo
2
Wells Fargo
California
$586M 6,444,174 -312,396 -5%
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$346M 3,801 -10,809 -74%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$335M 3,681,255 -73,498 -2%
Bank of America
5
Bank of America
North Carolina
$330M 3,634,210 -73,843 -2%
MMEA
6
Main Management ETF Advisors
California
$221M 2,434,740 -591,100 -20%
UBS Group
7
UBS Group
Switzerland
$199M 2,190,633 -31,021 -1%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$183M 2,015,043 +56,580 +3%
Goldman Sachs
9
Goldman Sachs
New York
$183M 2,009,966 -40,810 -2%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$168M 1,846,654 +135,935 +8%
Raymond James Financial
11
Raymond James Financial
Florida
$164M 1,801,098 +1,801,098 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$153M 1,687,822 -29,072 -2%
LPL Financial
13
LPL Financial
California
$124M 1,361,626 +102,431 +8%
Financial Engines Advisors
14
Financial Engines Advisors
California
$123M 1,354,321 -70,461 -5%
Ameriprise
15
Ameriprise
Minnesota
$117M 1,288,916 -173,934 -12%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$99.8M 1,097,130 +62,507 +6%
Northern Trust
17
Northern Trust
Illinois
$94M 1,033,427 +53,852 +5%
DADC
18
D.A. Davidson & Co
Montana
$93.3M 1,025,894 +18,750 +2%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$78.5M 862,794 +174,902 +25%
MWA
20
Midland Wealth Advisors
Illinois
$75.2M 826,610 -7,752 -0.9%
MCM
21
MAI Capital Management
Ohio
$71.1M 782,332 +32,327 +4%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$70.8M 778,570 +73,548 +10%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$67M 736,738 -48,529 -6%
MM
24
Main Management
California
$65.6M 721,486 -116,079 -14%
WJA
25
Willis Johnson & Associates
Texas
$58.8M 646,318 +14,003 +2%