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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 %
SIM
401
Stratos Investment Management
Ohio
$679K +$153K +1,663 +29%
KFI
402
Key Financial Inc
Pennsylvania
$676K -$25.2K -274 -4%
OPWM
403
Oxinas Partners Wealth Management
Indiana
$675K -$95.1K -1,034 -12%
AC
404
AWM Capital
Arizona
$664K
STA
405
Summit Trail Advisors
New York
$663K
PMG
406
Private Management Group
California
$659K
WTC
407
WhitTier Trust Company
Nevada
$659K -$6.44K -70 -1%
AWA
408
Arkadios Wealth Advisors
Georgia
$655K -$38.3K -417 -6%
PP
409
Prosperity Planning
Missouri
$651K -$9.93K -108 -2%
WP
410
WMS Partners
Maryland
$649K
CWM
411
Cahaba Wealth Management
Georgia
$647K -$10.2K -111 -2%
SC
412
SouthState Corp
Florida
$647K
HIA
413
Harbor Investment Advisory
Maryland
$646K
CG
414
Corundum Group
Colorado
$644K
BB
415
Busey Bank
Illinois
$639K -$5.33K -58 -0.8%
JIC
416
Johnson Investment Counsel
Ohio
$639K -$919 -10 -0.1%
TF
417
Tudor Financial
Ohio
$638K +$638K +6,935 New
EAM
418
Everstar Asset Management
North Carolina
$633K +$633K +6,882 New
UCB
419
United Community Bank
South Carolina
$631K
MAWCM
420
Mine & Arao Wealth Creation & Management
California
$629K +$5.33K +58 +0.9%
AF
421
Alerus Financial
North Dakota
$624K
GEA
422
Glen Eagle Advisors
New Jersey
$620K +$16.7K +182 +3%
WTB
423
Washington Trust Bank
Washington
$620K +$54K +587 +10%
PCMC
424
Planning Capital Management Corporation
Pennsylvania
$619K -$119K -1,292 -16%
VC
425
Veracity Capital
Georgia
$606K -$3.31K -36 -0.5%