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iShares S&P Mid-Cap 400 Growth ETF

730 hedge funds and large institutions have $5.09B invested in iShares S&P Mid-Cap 400 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 187 increasing their positions, 237 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
730
Holders Change
+5
Holders Change %
+0.69%
% of All Funds
11.64%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.38%
New
56
Increased
187
Reduced
237
Closed
39
Calls
$820K
Puts
$368K
Net Calls
+$452K
Net Calls Change
-$231K
Name Holding Trade Value Shares
Change
Shares
Change %
OC
351
Oakworth Capital
Alabama
$585K +$24.6K +341 +4%
GCM
352
Gables Capital Management
Florida
$579K
PCMC
353
Private Capital Management (Colorado)
Colorado
$577K -$79.5K -1,100 -12%
QCG
354
Quadrant Capital Group
Ohio
$575K +$474K +6,556 +466%
AAG
355
Armstrong Advisory Group
Massachusetts
$567K
TC
356
TownSquare Capital
Utah
$566K +$566K +7,837 New
PMG
357
Private Management Group
California
$564K +$32.1K +444 +6%
PAS
358
Park Avenue Securities
New York
$562K +$562K +7,785 New
MMHP
359
Murphy Middleton Hinkle & Parker
Georgia
$559K -$12.9K -179 -2%
KFI
360
Key Financial Inc
Pennsylvania
$558K -$57.3K -793 -9%
Empower Advisory Group
361
Empower Advisory Group
Colorado
$547K +$4.05K +56 +0.7%
MAM
362
MMA Asset Management
Pennsylvania
$546K -$416K -5,758 -43%
AIM
363
Allen Investment Management
New York
$546K
AWA
364
Arkadios Wealth Advisors
Georgia
$544K -$270K -3,736 -33%
CWM
365
Cahaba Wealth Management
Georgia
$538K -$3.47K -48 -0.6%
LPT
366
Legacy Private Trust
Wisconsin
$532K
CPIG
367
Chicago Partners Investment Group
Illinois
$528K +$621 +9 +0.1%
WTC
368
WhitTier Trust Company
Nevada
$523K
AC
369
AWM Capital
Arizona
$522K -$65.6K -908 -11%
MC
370
Moors & Cabot
Massachusetts
$516K +$63.4K +878 +14%
HP
371
Hyperion Partners
Pennsylvania
$515K
FFN
372
Focus Financial Network
Minnesota
$515K +$6.89K +95 +1%
BWP
373
Balboa Wealth Partners
Arizona
$515K +$515K +7,126 New
VC
374
Veracity Capital
Georgia
$512K
WP
375
WMS Partners
Maryland
$510K