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iShares S&P Mid-Cap 400 Growth ETF

797 hedge funds and large institutions have $6.42B invested in iShares S&P Mid-Cap 400 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 228 increasing their positions, 231 reducing their positions, and 32 closing their positions.

Holders
797
Holders Change
+67
Holders Change %
+9.18%
% of All Funds
11.69%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.37%
New
111
Increased
228
Reduced
231
Closed
32
Calls
$968K
Puts
Net Calls
+$968K
Net Calls Change
+$516K
Name Holding Trade Value Shares
Change
Shares
Change %
KeyBank National Association
26
KeyBank National Association
Ohio
$48.8M -$835K -10,537 -2%
WJA
27
Willis Johnson & Associates
Texas
$47.7M +$1.49M +18,759 +3%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$43.8M +$1.2M +15,193 +3%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$42.7M +$242K +3,050 +0.6%
Truist Financial
30
Truist Financial
North Carolina
$42M -$304K -3,832 -0.7%
BF
31
BOK Financial
Oklahoma
$39.4M -$233K -2,935 -0.6%
JIC
32
Joel Isaacson & Co
New York
$37.2M +$174K +2,200 +0.5%
RFC
33
Regions Financial Corp
Alabama
$36.3M -$768K -9,698 -2%
HighTower Advisors
34
HighTower Advisors
Illinois
$36M +$10.1M +127,025 +39%
Cerity Partners
35
Cerity Partners
New York
$35.7M +$3.07M +38,719 +9%
MWM
36
Modern Wealth Management
Kansas
$32.6M +$32.6M +411,951 New
WIA
37
World Investment Advisors
California
$31.4M +$27.3M +344,235 +656%
Osaic Holdings
38
Osaic Holdings
Arizona
$28.4M -$4.4M -55,572 -13%
PRS
39
Pinkerton Retirement Specialists
Idaho
$27.7M +$19M +239,673 +219%
AG
40
AlTi Global
New York
$25.3M +$25.3M +318,873 New
SC
41
Savant Capital
Illinois
$23.1M -$555K -7,011 -2%
SL
42
Salomon & Ludwin
Virginia
$22.6M
1IA
43
1834 Investment Advisors
Wisconsin
$22M -$655K -8,274 -3%
SPIA
44
Steward Partners Investment Advisory
New York
$21.7M -$157K -1,977 -0.7%
Mariner
45
Mariner
Kansas
$21.2M +$2.45M +30,898 +13%
Lido Advisors
46
Lido Advisors
California
$20.2M +$662K +8,357 +3%
CAN
47
Cetera Advisor Networks
California
$20M +$3.6M +45,441 +22%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$19.4M +$791K +9,983 +4%
Stifel Financial
49
Stifel Financial
Missouri
$19.3M -$3.43M -43,242 -15%
CAL
50
Capital Advisors Ltd
Ohio
$18.6M +$132K +1,665 +0.7%