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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 %
NCM
626
Northwest Capital Management
Oregon
$83.9K
FCAS
627
First Command Advisory Services
Texas
$81.4K +$81.4K +1,127 New
FCMT
628
Founders Capital Management (Texas)
Texas
$81.3K -$21.9K -303 -21%
WT
629
Washington Trust
Rhode Island
$78K
FAM
630
Flaharty Asset Management
Florida
$78K +$78K +1,080 New
TWM
631
Tradition Wealth Management
Minnesota
$78K +$171 +2 +0.2%
WAG
632
Windsor Advisory Group
Ohio
$77.7K
PO
633
Private Ocean
California
$71.5K
BTI
634
Blue Trust Inc
Georgia
$71K -$378 -5 -0.5%
FP
635
Financial Perspectives
Minnesota
$70.7K -$2.89K -40 -4%
ITIM
636
Indiana Trust & Investment Management
Indiana
$70.2K +$70.2K +972 New
RP
637
Rice Partnership
Hawaii
$70.1K -$72 -1 -0.1%
SC
638
Steph & Co
Wisconsin
$69K
ST
639
Smithfield Trust
Pennsylvania
$66K
SWM
640
Sugarloaf Wealth Management
Georgia
$64.1K
CA
641
Crewe Advisors
Utah
$62K
MWA
642
Moser Wealth Advisors
Washington
$60.7K
ANBT
643
American National Bank & Trust
Texas
$60.3K
KSWA
644
Kathleen S. Wright Associates
Pennsylvania
$60.1K
TAM
645
Townsend Asset Management
North Carolina
$60K -$11K -152 -15%
FCA
646
FinTrust Capital Advisors
South Carolina
$55.5K
IIL
647
Insight Inv LLC
California
$54.4K
FFA
648
Founders Financial Alliance
North Carolina
$54.3K -$7.22K -100 -12%
SMA
649
Sage Mountain Advisors
Georgia
$52.4K
CIAS
650
Capital Investment Advisory Services
North Carolina
$52K