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iShares S&P Mid-Cap 400 Growth ETF

797 hedge funds and large institutions have $6.42B invested in iShares S&P Mid-Cap 400 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 228 increasing their positions, 231 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
797
Holders Change
+67
Holders Change %
+9.18%
% of All Funds
11.68%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.37%
New
111
Increased
228
Reduced
231
Closed
32
Calls
$968K
Puts
Net Calls
+$968K
Net Calls Change
+$516K
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
351
Avior Wealth Management
Nebraska
$682K -$51.6K -651 -7%
SCM
352
SOL Capital Management
Maryland
$675K -$293K -3,695 -30%
AEPWM
353
Atlantic Edge Private Wealth Management
Florida
$674K +$674K +8,510 New
CWAG
354
Compton Wealth Advisory Group
Virginia
$673K -$288K -3,633 -30%
SF
355
Synovus Financial
Georgia
$666K -$246K -3,099 -27%
CGA
356
Crescent Grove Advisors
Illinois
$658K
NF
357
Norwood Financial
Pennsylvania
$656K -$4.12K -52 -0.6%
OWA
358
Octavia Wealth Advisors
Ohio
$645K -$75.7K -956 -11%
EFG
359
Ehrlich Financial Group
California
$639K +$639K +8,072 New
OC
360
Oakworth Capital
Alabama
$637K -$4.91K -62 -0.8%
BSW
361
Buckingham Strategic Wealth
Missouri
$635K -$33K -417 -5%
GCM
362
Gables Capital Management
Florida
$635K
Prudential Financial
363
Prudential Financial
New Jersey
$635K +$99.9K +1,261 +19%
RWP
364
RWA Wealth Partners
Massachusetts
$634K -$25.6K -323 -4%
PCMC
365
Private Capital Management (Colorado)
Colorado
$633K
QCG
366
Quadrant Capital Group
Ohio
$631K
LFAS
367
Level Four Advisory Services
Texas
$630K -$25.9K -327 -4%
AAG
368
Armstrong Advisory Group
Massachusetts
$630K +$7.84K +99 +1%
PAS
369
Park Avenue Securities
New York
$628K +$11.7K +148 +2%
AF
370
Apexium Financial
Texas
$623K +$623K +7,870 New
MC
371
Moors & Cabot
Massachusetts
$621K +$54.8K +692 +10%
PMG
372
Private Management Group
California
$619K
KFI
373
Key Financial Inc
Pennsylvania
$611K -$1.19K -15 -0.2%
MMHP
374
Murphy Middleton Hinkle & Parker
Georgia
$609K -$3.57K -45 -0.6%
Empower Advisory Group
375
Empower Advisory Group
Colorado
$600K