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iShares S&P Mid-Cap 400 Growth ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
KWM
226
Kingsview Wealth Management
Oregon
$1.59M +$65.4K +717 +4%
WANY
227
Wealthspire Advisors (New York)
New York
$1.59M -$15.5K -170 -1%
PCIA
228
Prime Capital Investment Advisors
Kansas
$1.57M +$455K +4,988 +41%
MA
229
MONECO Advisors
Connecticut
$1.57M +$151K +1,659 +11%
AFG
230
Allegheny Financial Group
Pennsylvania
$1.56M -$27.1K -297 -2%
TCOV
231
Trust Company of Vermont
Vermont
$1.54M +$73K +800 +5%
WA
232
Waverly Advisors
Alabama
$1.54M +$1.54M +16,862 New
MPWT
233
MassMutual Private Wealth & Trust
Connecticut
$1.53M
CIA
234
Concurrent Investment Advisors
Florida
$1.53M -$11.6M -126,901 -88%
HCA
235
Heck Capital Advisors
Wisconsin
$1.51M +$16.2K +178 +1%
RWA
236
River Wealth Advisors
Pennsylvania
$1.51M -$23.8K -261 -2%
OA
237
Operose Advisors
Wisconsin
$1.5M +$1.5M +16,404 New
AHC
238
Anderson Hoagland & Co
Missouri
$1.47M
EIP
239
Ellis Investment Partners
Pennsylvania
$1.46M -$13.7K -150 -0.9%
SG
240
Somerset Group
Minnesota
$1.46M +$7.57K +83 +0.5%
DIA
241
Dana Investment Advisors
Wisconsin
$1.45M +$68K +745 +5%
VC
242
Vicus Capital
Pennsylvania
$1.45M +$187K +2,053 +15%
TC
243
TAGStone Capital
North Carolina
$1.44M +$5.2K +57 +0.4%
KA
244
Kozak & Associates
Colorado
$1.42M +$3.61K +40 +0.3%
SI
245
Stephens Inc
Arkansas
$1.42M -$913 -10 -0.1%
IAIM
246
International Assets Investment Management
Florida
$1.41M -$42.5K -467 -3%
PTC
247
Private Trust Company
Ohio
$1.41M -$57.3K -628 -4%
CWA
248
Clarus Wealth Advisors
Arizona
$1.4M +$1.4M +15,748 New
PG
249
Patten Group
Tennessee
$1.39M +$166K +1,823 +14%
VCA
250
Verdence Capital Advisors
Maryland
$1.39M