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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 %
GIA
476
Gladstone Institutional Advisory
Florida
$473K +$16.5K +180 +4%
IA
477
Insight Advisors
Pennsylvania
$473K -$12.2K -133 -3%
BHWM
478
Bar Harbor Wealth Management
New Hampshire
$468K -$11.4K -124 -2%
MFWP
479
Mosaic Family Wealth Partners
Missouri
$464K
AF
480
Allworth Financial
California
$463K -$24.6K -268 -5%
KFS
481
Kurt F. Somerville
$460K
HTC
482
Haverford Trust Company
Pennsylvania
$457K -$1.84K -20 -0.4%
MCM
483
MidAtlantic Capital Management
Virginia
$457K +$49.5K +538 +12%
OSNBOA
484
Old Second National Bank of Aurora
Illinois
$451K +$35.1K +382 +8%
PFA
485
Petra Financial Advisors
Colorado
$451K
HI
486
Harbour Investments
Wisconsin
$449K +$54.6K +594 +14%
MG
487
Mather Group
Illinois
$447K +$35K +381 +8%
TF
488
Tompkins Financial
New York
$447K
HP
489
Holistic Planning
Texas
$445K -$22.3K -243 -5%
AWA
490
Aaron Wealth Advisors
Illinois
$441K
Betterment LLC
491
Betterment LLC
New York
$441K +$5.24K +57 +1%
CFG
492
Clayton Financial Group
Missouri
$440K +$26.9K +293 +7%
BTWM
493
Brass Tax Wealth Management
Ohio
$439K
UCFA
494
United Capital Financial Advisors
Texas
$439K -$88K -957 -17%
DA
495
Doliver Advisors
Texas
$436K
CWC
496
Carolinas Wealth Consulting
North Carolina
$435K -$9.93K -108 -2%
PFA
497
Pure Financial Advisors
California
$435K
SAM
498
Sawgrass Asset Management
Florida
$434K
DIM
499
Delta Investment Management
California
$434K +$88.6K +964 +26%
Fayez Sarofim & Co
500
Fayez Sarofim & Co
Texas
$430K