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iShares S&P Mid-Cap 400 Growth ETF

872 hedge funds and large institutions have $6.88B invested in iShares S&P Mid-Cap 400 Growth ETF in 2024 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 280 increasing their positions, 249 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
872
Holders Change
+20
Holders Change %
+2.35%
% of All Funds
12.61%
Holding in Top 10
27
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.9%
% of All Funds
0.39%
New
70
Increased
280
Reduced
249
Closed
43
Calls
$460K
Puts
Net Calls
+$460K
Net Calls Change
+$231K
Name Holding Trade Value Shares
Change
Shares
Change %
MPWT
276
MassMutual Private Wealth & Trust
Connecticut
$1.31M -$919 -10 -0.1%
BOS
277
Bank of Stockton
California
$1.3M -$66.2K -720 -5%
BDWCC
278
B&D White Capital Company
Texas
$1.3M +$1.3M +14,088 New
BWP
279
Balboa Wealth Partners
Arizona
$1.28M +$12.6K +137 +1%
CAM
280
Congress Asset Management
Massachusetts
$1.28M +$729K +7,929 +133%
MWM
281
Meridian Wealth Management
Kentucky
$1.28M +$1.28M +13,884 New
CHA
282
Carmichael Hill & Associates
Maryland
$1.28M -$10.2K -111 -0.8%
FB
283
Fulton Bank
Pennsylvania
$1.27M +$27.6K +300 +2%
YIA
284
YHB Investment Advisors
Connecticut
$1.27M
WT
285
Whittier Trust
California
$1.27M -$16K -174 -1%
PAI
286
Pittenger & Anderson Inc
Nebraska
$1.27M
SIA
287
Schechter Investment Advisors
Michigan
$1.25M
SI
288
Stephens Inc
Arkansas
$1.25M -$146K -1,590 -10%
IAN
289
Integrated Advisors Network
Texas
$1.24M +$1.24M +13,471 New
TFA
290
Teamwork Financial Advisors
Texas
$1.23M +$1.23M +13,357 New
WP
291
WealthShield Partners
North Carolina
$1.23M -$14.9K -162 -1%
PCA
292
Pallas Capital Advisors
Massachusetts
$1.21M
MSWM
293
Mowery & Schoenfeld Wealth Management
Illinois
$1.21M
PS
294
Principal Securities
Iowa
$1.19M -$68.6K -746 -5%
HFW
295
Horizon Family Wealth
Illinois
$1.19M +$25.6K +278 +2%
TIAAOA
296
Teachers Insurance & Annuity Association of America
New York
$1.17M +$1.17M +12,740 New
TRCT
297
Tower Research Capital (TRC)
New York
$1.15M +$1.15M +12,508 New
HW
298
Hancock Whitney
Mississippi
$1.15M +$238K +2,592 +26%
NAM
299
NTV Asset Management
West Virginia
$1.14M -$64.4K -700 -5%
PTC
300
Private Trust Company
Ohio
$1.12M -$44.9K -488 -4%