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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.

New
Increased
Maintained
Reduced
Closed
Holders
797
Holders Change
+67
Holders Change %
+9.18%
% of All Funds
11.68%
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 %
MFG
476
Merit Financial Group
Georgia
$365K -$6.66K -84 -2%
TAM
477
Tocqueville Asset Management
New York
$365K
CF
478
Centaurus Financial
California
$365K +$365K +4,612 New
SWM
479
StoneCrest Wealth Management
Arizona
$364K +$364K +4,599 New
WPW
480
Waldron Private Wealth
Pennsylvania
$364K
RSWM
481
Robertson Stephens Wealth Management
California
$363K -$78.9K -996 -18%
MWM
482
Modera Wealth Management
New Jersey
$361K -$13.9K -175 -4%
SWPG
483
Strategic Wealth Partners Group
Illinois
$360K
OSAM
484
O'Shaughnessy Asset Management
Connecticut
$360K +$17K +214 +5%
SI
485
Saxon Interests
Texas
$358K +$358K +4,516 New
PA
486
Parallel Advisors
California
$357K -$6.5K -82 -2%
PWA
487
PCG Wealth Advisors
Kansas
$356K -$122K -1,546 -26%
SBIA
488
Sheaff Brock Investment Advisors
Indiana
$356K +$1.98K +25 +0.6%
NPF
489
Norris Perne & French
Michigan
$356K
T
490
TNF
Montana
$355K +$355K +4,422 New
LW
491
Linscomb Wealth
Texas
$348K -$5.55K -70 -2%
B
492
Bensler
Washington
$347K +$475 +6 +0.1%
CB
493
Community Bank
New York
$347K
CWM
494
Cornerstone Wealth Management
Missouri
$346K
OPWM
495
Oakwell Private Wealth Management
Texas
$345K
CIC
496
Carnegie Investment Counsel
Ohio
$344K +$79 +1 +0%
HBW
497
Hazlett, Burt & Watson
West Virginia
$342K +$34.3K +431 +11%
QCM
498
QRG Capital Management
Illinois
$340K -$140K -1,763 -29%
TWP
499
Total Wealth Planning
Ohio
$340K +$396 +5 +0.1%
VPP
500
Vertex Planning Partners
Illinois
$338K