IJK icon

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 %
NAM
251
NTV Asset Management
West Virginia
$1.38M -$157K -1,720 -10%
AF
252
Advisornet Financial
Minnesota
$1.36M -$261K -2,862 -16%
APWM
253
Atlas Private Wealth Management
New York
$1.36M +$108K +1,186 +9%
CW
254
CreativeOne Wealth
Kansas
$1.33M +$86.2K +945 +7%
UB
255
Umpqua Bank
Oregon
$1.32M +$1.32M +14,503 New
LIA
256
LBMC Investment Advisors
Tennessee
$1.32M -$3.83K -42 -0.3%
TFF
257
The Family Firm
Maryland
$1.32M -$32.4K -355 -2%
ANTB
258
AMG National Trust Bank
Colorado
$1.32M +$1.28K +14 +0.1%
AIP
259
Ameritas Investment Partners
Nebraska
$1.3M -$11K -120 -0.8%
CHA
260
Carmichael Hill & Associates
Maryland
$1.3M -$19.6K -215 -1%
GWM
261
GSB Wealth Management
Connecticut
$1.29M -$799K -8,756 -38%
Prudential Financial
262
Prudential Financial
New Jersey
$1.28M +$548K +6,001 +75%
WT
263
Whittier Trust
California
$1.28M +$182 +2 +0%
MWM
264
Meridian Wealth Management
Kentucky
$1.26M -$102K -1,114 -7%
YIA
265
YHB Investment Advisors
Connecticut
$1.26M -$116K -1,275 -8%
PAI
266
Pittenger & Anderson Inc
Nebraska
$1.26M
WMWM
267
Whitaker-Myers Wealth Managers
Ohio
$1.25M -$72K -789 -5%
WP
268
WealthShield Partners
North Carolina
$1.25M -$63.2K -693 -5%
NA
269
NewEdge Advisors
Louisiana
$1.25M -$50.7K -556 -4%
BFA
270
Bragg Financial Advisors
North Carolina
$1.24M -$23.5K -258 -2%
SIA
271
Schechter Investment Advisors
Michigan
$1.24M +$1.24M +13,615 New
IWM
272
IHT Wealth Management
Illinois
$1.23M -$78.6K -861 -6%
PCA
273
Pallas Capital Advisors
Massachusetts
$1.21M
OIA
274
OneDigital Investment Advisors
Kansas
$1.21M -$115K -1,260 -9%
MSWM
275
Mowery & Schoenfeld Wealth Management
Illinois
$1.2M