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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 %
MCM
426
Mainstay Capital Management
Michigan
$407K -$2.17K -30 -0.5%
BJL
427
Brighton Jones LLC
Washington
$405K +$1.52K +21 +0.4%
RSWM
428
Robertson Stephens Wealth Management
California
$405K -$24.3K -335 -6%
BHWM
429
Bar Harbor Wealth Management
New Hampshire
$404K -$28.2K -390 -7%
DP
430
Denver PWM
Colorado
$403K
MWM
431
Mission Wealth Management
California
$401K +$2.6K +36 +0.7%
DA
432
Doliver Advisors
Texas
$396K -$4.41K -61 -1%
SDWMA
433
Schneider Downs Wealth Management Advisors
Pennsylvania
$392K -$9.39K -130 -2%
6F
434
626 Financial
Michigan
$389K
IA
435
Insight Advisors
Pennsylvania
$385K +$4.55K +63 +1%
WCP
436
Wick Capital Partners
Pennsylvania
$382K +$382K +5,289 New
EWM
437
Evercore Wealth Management
New York
$378K
PCH
438
PGIM Custom Harvest
New Jersey
$376K
NCM
439
NCM Capital Management
New Jersey
$368K
IIC
440
Ironwood Investment Counsel
Arizona
$367K +$3.46K +26 +1%
MFWP
441
Mosaic Family Wealth Partners
Missouri
$365K
BIM
442
Bridges Investment Management
Nebraska
$364K
PFA
443
Pure Financial Advisors
California
$362K
ATFA
444
All Terrain Financial Advisors
Minnesota
$362K
HTC
445
Haverford Trust Company
Pennsylvania
$359K
BFEC
446
Benjamin F. Edwards & Company
Missouri
$359K
FW
447
FirstPurpose Wealth
Utah
$359K
AUB
448
Atlantic Union Bankshares
Virginia
$356K
PFA
449
Petra Financial Advisors
Colorado
$354K
HCMT
450
Highland Capital Management (Tennessee)
Tennessee
$352K -$43.9K -608 -11%