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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 %
IA
451
IFG Advisory
Georgia
$352K +$352K +4,876 New
IA
452
IFP Advisors
Florida
$351K -$210K -2,911 -37%
AWA
453
Aaron Wealth Advisors
Illinois
$347K
Betterment LLC
454
Betterment LLC
New York
$343K +$343K +4,743 New
MWM
455
Modera Wealth Management
New Jersey
$341K -$24.2K -335 -7%
MFG
456
Merit Financial Group
Georgia
$339K -$650 -9 -0.2%
Fayez Sarofim & Co
457
Fayez Sarofim & Co
Texas
$338K
LWM
458
Lyell Wealth Management
California
$338K
FT
459
Fiduciary Trust
Massachusetts
$336K -$9.39K -130 -3%
TAM
460
Tocqueville Asset Management
New York
$333K
WPW
461
Waldron Private Wealth
Pennsylvania
$333K -$2.9K -40 -0.9%
DBT
462
Dubuque Bank & Trust
Iowa
$332K
PA
463
Parallel Advisors
California
$331K +$6K +83 +2%
SWPG
464
Strategic Wealth Partners Group
Illinois
$330K
LT
465
Legacy Trust
Michigan
$327K +$327K +4,525 New
NPF
466
Norris Perne & French
Michigan
$324K -$578 -8 -0.2%
LW
467
Linscomb Wealth
Texas
$323K -$2.6K -36 -0.8%
SBIA
468
Sheaff Brock Investment Advisors
Indiana
$322K
CB
469
Community Bank
New York
$316K -$14.4K -200 -4%
FWP
470
FAS Wealth Partners
Kansas
$316K +$867 +12 +0.3%
B
471
Bensler
Washington
$316K
CWM
472
Cornerstone Wealth Management
Missouri
$315K -$19.4K -269 -6%
OPWM
473
Oakwell Private Wealth Management
Texas
$315K
CIC
474
Carnegie Investment Counsel
Ohio
$314K -$12.7K -176 -4%
OSAM
475
O'Shaughnessy Asset Management
Connecticut
$313K