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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 %
RWM
301
RKL Wealth Management
Pennsylvania
$1.12M -$8.18K -89 -0.7%
BFA
302
Bragg Financial Advisors
North Carolina
$1.12M -$126K -1,375 -10%
CCB
303
Country Club Bank
Missouri
$1.11M -$81.8K -891 -7%
PCIA
304
Prime Capital Investment Advisors
Kansas
$1.11M -$10.4K -113 -0.9%
Carson Wealth (CWM LLC)
305
Carson Wealth (CWM LLC)
Nebraska
$1.1M -$41.5K -451 -4%
AFP
306
Alpha Financial Partners
Kentucky
$1.09M +$1.09M +11,821 New
EFG
307
Ehrlich Financial Group
California
$1.09M +$1.09M +11,821 New
Brown Advisory
308
Brown Advisory
Maryland
$1.08M -$37.8K -411 -3%
LWANC
309
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.08M +$92 +1 +0%
FA
310
Fiduciary Alliance
South Carolina
$1.07M +$47K +511 +5%
Vanguard Group
311
Vanguard Group
Pennsylvania
$1.07M +$24.9K +271 +2%
AWM
312
Aprio Wealth Management
Georgia
$1.06M +$460 +5 +0%
MC
313
Moors & Cabot
Massachusetts
$1.05M +$84.9K +924 +9%
CB
314
Cadence Bank
Mississippi
$1.05M +$1.05M +11,390 New
SF
315
Summit Financial
New Jersey
$1.04M
SFG
316
Sather Financial Group
Texas
$1.04M
FRA
317
Front Row Advisors
California
$1.04M -$85.3K -928 -8%
FPAS
318
Focus Partners Advisor Solutions
Missouri
$1.04M +$180K +1,954 +21%
MWM
319
Marietta Wealth Management
Georgia
$1.03M
PWM
320
Perigon Wealth Management
California
$1.03M
AL
321
ACAS LLC
California
$1.03M +$10.8K +118 +1%
MIA
322
MainStreet Investment Advisors
Illinois
$1.03M -$919 -10 -0.1%
AIP
323
Ameritas Investment Partners
Nebraska
$1.03M -$278K -3,020 -21%
PFP
324
Pinnacle Financial Partners
Tennessee
$1.02M +$184K +2,000 +22%
NFG
325
Nations Financial Group
Iowa
$1.01M +$154K +1,677 +18%