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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 %
MIA
301
MainStreet Investment Advisors
Illinois
$1.02M -$101K -1,108 -9%
FA
302
Fiduciary Alliance
South Carolina
$1.01M +$545 +6 +0.1%
CAL
303
Capital Analysts LLC
Pennsylvania
$1M
MIC
304
Meridian Investment Counsel
California
$971K
CFG
305
Citizens Financial Group
Rhode Island
$969K +$337K +3,697 +53%
Carson Wealth (CWM LLC)
306
Carson Wealth (CWM LLC)
Nebraska
$967K -$79.1K -867 -8%
DP
307
Dearborn Partners
Illinois
$955K -$31.9K -350 -3%
HW
308
Hancock Whitney
Mississippi
$939K -$585K -6,412 -38%
BlackRock
309
BlackRock
New York
$936K -$37.6K -412 -4%
NFG
310
Nations Financial Group
Iowa
$932K +$38.9K +426 +4%
PPW
311
Presilium Private Wealth
Pennsylvania
$926K -$274 -3 -0%
BSB
312
Bangor Savings Bank
Maine
$923K
HWA
313
Heartwood Wealth Advisors
Virginia
$919K -$3.38K -37 -0.4%
CHC
314
City Holding Co
West Virginia
$917K +$9.13K +100 +1%
Kayne Anderson Rudnick Investment Management
315
Kayne Anderson Rudnick Investment Management
California
$914K
HCA
316
Harbour Capital Advisors
Virginia
$914K
BP
317
Ballentine Partners
Massachusetts
$910K
QCG
318
Quadrant Capital Group
Ohio
$907K +$181K +1,980 +25%
WF
319
Welch & Forbes
Massachusetts
$905K +$15.1K +165 +2%
BCG
320
Breakwater Capital Group
New Jersey
$905K +$4.65K +51 +0.5%
BPA
321
Beacon Pointe Advisors
California
$904K -$12.9K -141 -1%
RA
322
Ruggaard & Associates
Ohio
$897K -$91 -1 -0%
MC
323
Moors & Cabot
Massachusetts
$890K +$175K +1,921 +25%
BOPW
324
Brandywine Oak Private Wealth
Pennsylvania
$876K
VVP
325
Venture Visionary Partners
Ohio
$874K +$2.19K +24 +0.3%