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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 %
BCG
351
Breakwater Capital Group
New Jersey
$896K -$65.3K -710 -7%
FIA
352
Foundations Investment Advisors
Arizona
$894K +$679K +7,382 +315%
AWM
353
Avior Wealth Management
Nebraska
$884K +$101K +1,098 +13%
VVP
354
Venture Visionary Partners
Ohio
$881K +$92 +1 +0%
GL
355
Graypoint LLC
New York
$871K -$213K -2,318 -20%
CPIG
356
Chicago Partners Investment Group
Illinois
$862K -$731 -8 -0.1%
TSS
357
Two Sigma Securities
New York
$849K +$518K +5,634 +157%
First Trust Advisors
358
First Trust Advisors
Illinois
$846K -$1.05M -11,463 -55%
BOPW
359
Brandywine Oak Private Wealth
Pennsylvania
$840K
SF
360
Synovus Financial
Georgia
$839K +$35.5K +386 +4%
MWM
361
Modera Wealth Management
New Jersey
$838K +$103K +1,116 +14%
BlackRock
362
BlackRock
New York
$837K -$80.3K -874 -9%
OC
363
Oakworth Capital
Alabama
$836K +$100K +1,092 +14%
GAM
364
Griffin Asset Management
New York
$836K +$19K +207 +2%
FA
365
Financial Alternatives
California
$835K
TI
366
Truepoint Inc
Ohio
$830K +$2.02K +22 +0.2%
OWA
367
Outlook Wealth Advisors
Texas
$817K
SAG
368
SageView Advisory Group
California
$815K -$54K -587 -6%
TTWM
369
TCV Trust & Wealth Management
Virginia
$811K -$10.6K -115 -1%
KFP
370
KMG Fiduciary Partners
Ohio
$808K
HCM
371
HMS Capital Management
Tennessee
$801K
BIM
372
Bridges Investment Management
Nebraska
$801K -$440K -4,787 -35%
RSA
373
River Street Advisors
Illinois
$800K +$119K +1,295 +17%
MAM
374
MMA Asset Management
Pennsylvania
$799K +$442K +5,704 +124%
MMHP
375
Murphy Middleton Hinkle & Parker
Georgia
$798K +$276 +3 +0%