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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 %
USCWA
451
U.S. Capital Wealth Advisors
Texas
$538K -$221K -2,400 -29%
RSWM
452
Robertson Stephens Wealth Management
California
$535K +$98.7K +1,074 +23%
HH
453
Hilltop Holdings
Texas
$528K
WA
454
Wealthstream Advisors
New York
$528K -$8.27K -90 -2%
HSA
455
HBK Sorce Advisory
Pennsylvania
$525K
AAP
456
Arax Advisory Partners
Colorado
$525K -$1.28M -13,920 -71%
DTC
457
Davidson Trust Company
Washington
$522K +$64.5K +702 +14%
GPA
458
Guerra Pan Advisors
New Jersey
$519K +$81.9K +891 +19%
TFS
459
Thoroughbred Financial Services
Tennessee
$517K +$13.9K +151 +3%
MWM
460
Mission Wealth Management
California
$516K -$40K -435 -7%
CFS
461
CRA Financial Services
New Jersey
$514K -$4.6K -50 -0.9%
BFO
462
Biltmore Family Office
North Carolina
$513K +$513K +5,578 New
BFG
463
Bleakley Financial Group
New Jersey
$511K -$6.53K -71 -1%
GWA
464
Geometric Wealth Advisors
District of Columbia
$509K
TCMP
465
Thrive Capital Management (Pennsylvania)
Pennsylvania
$501K -$14.3K -156 -3%
ECM
466
Evergreen Capital Management
Washington
$501K
SDWMA
467
Schneider Downs Wealth Management Advisors
Pennsylvania
$499K
AFTS
468
American Financial & Tax Strategies
New York
$497K
S
469
Sunpointe
Missouri
$496K
6F
470
626 Financial
Michigan
$495K
SAF
471
Smith Anglin Financial
Texas
$494K -$29.9K -325 -6%
D
472
Dentgroup
Louisiana
$494K -$17.2K -187 -3%
HCMT
473
Highland Capital Management (Tennessee)
Tennessee
$492K +$18.4K +200 +4%
MF
474
Meridian Financial
Massachusetts
$486K +$40K +435 +9%
DP
475
Denver PWM
Colorado
$475K -$17K -185 -3%