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iShares S&P Mid-Cap 400 Growth ETF

730 hedge funds and large institutions have $5.09B invested in iShares S&P Mid-Cap 400 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 187 increasing their positions, 237 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
730
Holders Change
+5
Holders Change %
+0.69%
% of All Funds
11.64%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.38%
New
56
Increased
187
Reduced
237
Closed
39
Calls
$820K
Puts
$368K
Net Calls
+$452K
Net Calls Change
-$231K
Name Holding Trade Value Shares
Change
Shares
Change %
TA
576
TFG Advisers
Michigan
$204K
RWP
577
Revolve Wealth Partners
New Jersey
$204K +$204K +2,829 New
EBA
578
Eagle Bay Advisors
New York
$204K
WFM
579
Wolff Financial Management
Michigan
$204K +$204K +2,830 New
KIA
580
KCM Investment Advisors
California
$204K
IB
581
Intrust Bank
Kansas
$203K
SIC
582
Sterling Investment Counsel
New York
$203K -$6.5K -90 -3%
V
583
VeraBank
Texas
$203K
EI
584
Ellevest Inc
New York
$203K +$4.05K +56 +2%
AF
585
Allworth Financial
California
$203K -$650 -9 -0.3%
III
586
Independent Investors Inc
New York
$202K
FNB
587
Farmers National Bank
Kentucky
$201K -$7.22K -100 -3%
WP
588
Westmount Partners
California
$201K
TCA
589
Trifecta Capital Advisors
Illinois
$183K
WBC
590
West Branch Capital
Massachusetts
$180K
CB
591
CNB Bank
Pennsylvania
$180K +$1.95K +27 +1%
AIA
592
Arcadia Investment Advisors
Idaho
$178K
NSG
593
Nalls Sherbakoff Group
Tennessee
$173K
JEST
594
JTC Employer Solutions Trustee
Jersey
$171K
Legacy Financial Group (Iowa)
595
Legacy Financial Group (Iowa)
Iowa
$167K +$167K +2,316 New
MA
596
Montag & Associates
Georgia
$152K
CFD
597
Creative Financial Designs
Indiana
$146K
PIP
598
Peachtree Investment Partners
Florida
$146K -$2.6K -36 -2%
Russell Investments Group
599
Russell Investments Group
United Kingdom
$141K -$4.7K -65 -3%
FDCDDQ
600
Federation des caisses Desjardins du Quebec
Quebec, Canada
$136K