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iShares S&P Mid-Cap 400 Growth ETF

893 hedge funds and large institutions have $6.81B invested in iShares S&P Mid-Cap 400 Growth ETF in 2024 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 252 increasing their positions, 273 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
893
Holders Change
+21
Holders Change %
+2.41%
% of All Funds
11.89%
Holding in Top 10
18
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-33.33%
% of All Funds
0.24%
New
96
Increased
252
Reduced
273
Closed
56
Calls
$373K
Puts
$73K
Net Calls
+$300K
Net Calls Change
-$160K
Name Holding Trade Value Shares
Change
Shares
Change %
TFS
451
Thoroughbred Financial Services
Tennessee
$511K +$91 +1 +0%
AAP
452
Arax Advisory Partners
Colorado
$509K -$10.9K -120 -2%
BFG
453
Bleakley Financial Group
New Jersey
$506K
GWA
454
Geometric Wealth Advisors
District of Columbia
$503K
DTC
455
Davidson Trust Company
Washington
$503K -$12.9K -142 -3%
MWM
456
Mattern Wealth Management
Kansas
$502K -$42.9K -472 -8%
SWP
457
Sagespring Wealth Partners
Tennessee
$494K +$494K +5,432 New
SDWMA
458
Schneider Downs Wealth Management Advisors
Pennsylvania
$494K
AT
459
American Trust
Kentucky
$494K +$494K +5,429 New
RSWM
460
Robertson Stephens Wealth Management
California
$493K -$35.5K -390 -7%
AFTS
461
American Financial & Tax Strategies
New York
$492K
MWM
462
Mission Wealth Management
California
$491K -$18.8K -207 -4%
S
463
Sunpointe
Missouri
$491K
YIH
464
Y-Intercept (HK)
Hong Kong
$489K +$244K +2,686 +100%
6F
465
626 Financial
Michigan
$489K
D
466
Dentgroup
Louisiana
$489K
AWM
467
AE Wealth Management
Kansas
$488K -$6.81M -74,870 -93%
HCMT
468
Highland Capital Management (Tennessee)
Tennessee
$487K
CFS
469
CRA Financial Services
New Jersey
$481K -$26.9K -296 -5%
MWP
470
Moller Wealth Partners
$480K +$55.7K +612 +13%
ECM
471
Evergreen Capital Management
Washington
$472K -$23K -253 -5%
TC
472
TownSquare Capital
Utah
$464K -$6.12M -67,349 -93%
HFA
473
Hershey Financial Advisers
Pennsylvania
$461K +$461K +5,073 New
MFWP
474
Mosaic Family Wealth Partners
Missouri
$459K
KPWS
475
Kestra Private Wealth Services
Texas
$458K +$138K +1,519 +43%