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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 %
DP
326
Dearborn Partners
Illinois
$1.01M -$46K -500 -4%
CHC
327
City Holding Co
West Virginia
$997K +$55.2K +600 +6%
CI
328
CX Institutional
Indiana
$993K -$150K -1,636 -13%
CAL
329
Capital Analysts LLC
Pennsylvania
$987K -$20.2K -220 -2%
MIC
330
Meridian Investment Counsel
California
$979K
MAM
331
Milestone Asset Management
Pennsylvania
$973K +$973K +10,586 New
AF
332
Advisornet Financial
Minnesota
$968K -$106K -1,152 -10%
MA
333
Marquette Associates
Illinois
$965K -$211K -2,293 -18%
RBFC
334
Roman Butler Fullerton & Co
Missouri
$960K -$1.4M -15,067 -59%
GFPC
335
Global Financial Private Client
Florida
$948K +$572K +6,219 +152%
FCBT
336
First Citizens Bank & Trust
North Carolina
$947K -$68.4K -744 -7%
HCA
337
Harbour Capital Advisors
Virginia
$939K
AB
338
Atlas Brown
Kentucky
$928K -$328K -3,567 -26%
PIAS
339
PCA Investment Advisory Services
Ohio
$927K +$1.2K +13 +0.1%
Kayne Anderson Rudnick Investment Management
340
Kayne Anderson Rudnick Investment Management
California
$927K -$2.67K -29 -0.3%
HWA
341
Heartwood Wealth Advisors
Virginia
$926K
AAS
342
Ameritas Advisory Services
Nebraska
$924K -$190K -2,062 -17%
BSB
343
Bangor Savings Bank
Maine
$920K -$10.2K -111 -1%
CA
344
Crewe Advisors
Utah
$918K +$2.02K +22 +0.2%
BP
345
Ballentine Partners
Massachusetts
$917K -$791K -8,604 -46%
QCG
346
Quadrant Capital Group
Ohio
$914K
TIAA Trust, National Association
347
TIAA Trust, National Association
North Carolina
$909K -$103K -1,122 -10%
PPW
348
Presilium Private Wealth
Pennsylvania
$907K -$26.1K -284 -3%
RA
349
Ruggaard & Associates
Ohio
$902K
TCBWMS
350
Texas Capital Bank Wealth Management Services
Texas
$899K +$899K +9,780 New