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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 %
BBHC
601
Brown Brothers Harriman & Co
New York
$225K
EBA
602
Eagle Bay Advisors
New York
$224K
KIA
603
KCM Investment Advisors
California
$223K
SHWM
604
Smith & Howard Wealth Management
Georgia
$223K -$112K -1,408 -33%
V
605
VeraBank
Texas
$222K
EI
606
Ellevest Inc
New York
$222K -$79 -1 -0%
III
607
Independent Investors Inc
New York
$222K
FNB
608
Farmers National Bank
Kentucky
$220K
WP
609
Westmount Partners
California
$220K
LWM
610
Liberty Wealth Management
California
$217K +$217K +2,736 New
FCCM
611
First City Capital Management
Georgia
$216K +$216K +2,732 New
FA
612
FC Advisory
Pennsylvania
$216K +$216K +2,732 New
IIC
613
Ironwood Investment Counsel
Arizona
$216K -$2.06K -26 -0.9%
BBNA
614
Bremer Bank National Association
Minnesota
$215K +$215K +2,718 New
GMFG
615
Greater Midwest Financial Group
Minnesota
$213K +$213K +2,684 New
CWS
616
Confluence Wealth Services
Pennsylvania
$212K +$212K +2,677 New
BRWA
617
B. Riley Wealth Advisors
Florida
$210K +$210K +2,655 New
EE
618
EWG Elevate
California
$210K +$210K +2,649 New
PFA
619
Plotkin Financial Advisors
Maryland
$209K +$209K +2,644 New
IC
620
IEQ Capital
California
$209K +$209K +2,641 New
BFS
621
Bradley Foster & Sargent
Connecticut
$209K -$30.2K -381 -13%
ATC
622
Argent Trust Co
Tennessee
$209K +$209K +2,640 New
GVAG
623
Great Valley Advisor Group
Delaware
$209K +$209K +2,645 New
MCM
624
MV Capital Management
Maryland
$209K -$23.6K -298 -10%
RWP
625
Revolve Wealth Partners
New Jersey
$207K -$17.4K -220 -8%