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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 %
MWP
501
Moller Wealth Partners
$429K +$28.6K +311 +7%
OPAM
502
Ocean Park Asset Management
California
$424K
PA
503
Parallel Advisors
California
$423K -$92 -1 -0%
NCM
504
NCM Capital Management
New Jersey
$421K -$13.8K -150 -3%
HBW
505
Hazlett, Burt & Watson
West Virginia
$420K +$7.54K +82 +2%
BSTWA
506
Blake Schutter Theil Wealth Advisors
Ohio
$419K +$419K +4,554 New
SI
507
Saxon Interests
Texas
$418K +$8.64K +94 +2%
GT
508
Glenview Trust
Kentucky
$415K +$415K +4,515 New
PWA
509
PCG Wealth Advisors
Kansas
$414K
SBIA
510
Sheaff Brock Investment Advisors
Indiana
$407K -$5.7K -62 -1%
T
511
TNF
Montana
$406K +$458 +5 +0.1%
SWC
512
Spectrum Wealth Counsel
Indiana
$406K
TAM
513
Tocqueville Asset Management
New York
$405K -$18.4K -200 -4%
NWAG
514
Net Worth Advisory Group
Utah
$404K +$404K +4,391 New
B
515
Bensler
Washington
$403K +$92 +1 +0%
OPWM
516
Oakwell Private Wealth Management
Texas
$401K
MFG
517
Merit Financial Group
Georgia
$400K -$336K -3,652 -46%
GVAG
518
Great Valley Advisor Group
Delaware
$400K +$153K +1,667 +62%
ATFA
519
All Terrain Financial Advisors
Minnesota
$397K -$3.22K -35 -0.8%
SWM
520
SeaCrest Wealth Management
New York
$395K +$24.5K +267 +7%
SB
521
Strategic Blueprint
Georgia
$394K
FT
522
Fiduciary Trust
Massachusetts
$393K
VPP
523
Vertex Planning Partners
Illinois
$393K
PCM
524
Perritt Capital Management
Illinois
$388K +$276 +3 +0.1%
FCP
525
Fidelis Capital Partners
Florida
$385K