IJK icon

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 %
CCA
426
Cobblestone Capital Advisors
New York
$604K
LPT
427
Legacy Private Trust
Wisconsin
$601K
PAM
428
Palisade Asset Management
Minnesota
$600K
PSF
429
Pacific Sun Financial
California
$598K -$35.2K -383 -6%
FFN
430
Focus Financial Network
Minnesota
$597K
KP
431
Keel Point
Alabama
$584K +$368 +4 +0.1%
MCA
432
MSH Capital Advisors
Arizona
$583K -$36.8K -400 -6%
SJGA
433
Stephen J. Garry & Associates
New York
$582K
SWMP
434
Signature Wealth Management Partners
New Jersey
$579K
LA
435
LexAurum Advisors
Kansas
$576K +$827 +9 +0.1%
CWM
436
Congress Wealth Management
Massachusetts
$575K +$575K +6,253 New
SIC
437
Sigma Investment Counselors
Michigan
$568K +$2.67K +29 +0.5%
HTIM
438
Harbour Trust & Investment Management
Indiana
$565K
WPW
439
Waldron Private Wealth
Pennsylvania
$564K +$126K +1,376 +29%
FNBT
440
FineMark National Bank & Trust
Florida
$563K +$35.9K +391 +7%
BEI
441
Benjamin Edwards Inc
Missouri
$562K +$562K +6,108 New
IWN
442
Independent Wealth Network
Iowa
$552K -$13K -141 -2%
PFG
443
Pinnacle Financial Group
Illinois
$551K +$276 +3 +0.1%
MWM
444
Mattern Wealth Management
Kansas
$550K
BJL
445
Brighton Jones LLC
Washington
$550K -$101K -1,097 -15%
LWCFA
446
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$544K -$40.7K -445 -7%
KBFS
447
Kohmann Bosshard Financial Services
Ohio
$542K
PAS
448
Park Avenue Securities
New York
$541K +$113K +1,227 +26%
PS
449
Planned Solutions
California
$541K
IA
450
IFG Advisors
Missouri
$541K