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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 %
AEPWM
376
Atlantic Edge Private Wealth Management
Florida
$793K +$10.4K +113 +1%
HSWM
377
Hubbell Strickland Wealth Management
Louisiana
$788K +$1.01K +11 +0.1%
PPW
378
Parcion Private Wealth
Washington
$780K -$68K -740 -8%
HP
379
Hyperion Partners
Pennsylvania
$775K +$53.1K +578 +7%
WF
380
Welch & Forbes
Massachusetts
$774K
SG
381
StoneX Group
New York
$771K +$771K +8,382 New
BPA
382
Beacon Pointe Advisors
California
$770K -$25.9K -282 -3%
CGA
383
Crescent Grove Advisors
Illinois
$764K
CWAG
384
Compton Wealth Advisory Group
Virginia
$759K
RWP
385
RWA Wealth Partners
Massachusetts
$751K +$8.18K +89 +1%
MBT
386
Montecito Bank & Trust
California
$748K -$13.8K -150 -2%
AAG
387
Armstrong Advisory Group
Massachusetts
$741K
OWA
388
Octavia Wealth Advisors
Ohio
$737K +$92 +1 +0%
GCM
389
Gables Capital Management
Florida
$737K
PCMC
390
Private Capital Management (Colorado)
Colorado
$727K -$7.35K -80 -1%
SCM
391
SOL Capital Management
Maryland
$727K -$2.76K -30 -0.4%
PCH
392
PGIM Custom Harvest
New Jersey
$727K +$223K +2,429 +44%
SAM
393
Synergy Asset Management
Washington
$724K +$724K +7,871 New
PWA
394
Peterson Wealth Advisors
Utah
$713K +$31.9K +347 +5%
AIM
395
Allen Investment Management
New York
$695K
CL
396
Choreo LLC
Illinois
$687K +$1.64K +18 +0.2%
QCM
397
Quantinno Capital Management
New York
$686K -$38.8K -422 -5%
PMG
398
ProVise Management Group
Florida
$685K -$22.3K -243 -3%
CIA
399
Capital Investment Advisors
Georgia
$684K
FC
400
Fairscale Capital
New Hampshire
$683K -$7.81K -85 -1%