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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 %
FOFP
626
Fee-Only Financial Planning
South Carolina
$203K +$203K +2,560 New
VA
627
Valmark Advisers
Ohio
$202K +$202K +2,551 New
DIP
628
DT Investment Partners
Pennsylvania
$202K +$192K +2,400 +2,000%
MA
629
Montag & Associates
Georgia
$201K +$34.9K +441 +21%
TCA
630
Trifecta Capital Advisors
Illinois
$201K
ACM
631
Alamar Capital Management
California
$201K +$201K +2,534 New
LSAG
632
Lake Street Advisors Group
New Hampshire
$200K +$200K +2,528 New
CB
633
CNB Bank
Pennsylvania
$197K
RIM
634
Rockbridge Investment Management
New York
$193K +$193K +2,434 New
NSG
635
Nalls Sherbakoff Group
Tennessee
$190K
JEST
636
JTC Employer Solutions Trustee
Jersey
$189K
AIA
637
Arcadia Investment Advisors
Idaho
$177K -$18.1K -228 -9%
NP
638
NorthRock Partners
Minnesota
$171K +$171K +2,157 New
Simplex Trading
639
Simplex Trading
Illinois
$165K +$165K +2,085 New
CFD
640
Creative Financial Designs
Indiana
$161K +$1.11K +14 +0.7%
PIP
641
Peachtree Investment Partners
Florida
$156K -$4.12K -52 -3%
Russell Investments Group
642
Russell Investments Group
United Kingdom
$155K
SNB
643
Security National Bank
Nebraska
$155K +$155K +1,951 New
GWSG
644
GPS Wealth Strategies Group
Colorado
$153K +$5.39K +68 +4%
VNA
645
Valley National Advisers
Pennsylvania
$148K +$158 +2 +0.1%
VWM
646
Venturi Wealth Management
Texas
$146K
FDCDDQ
647
Federation des caisses Desjardins du Quebec
Quebec, Canada
$144K -$5.15K -65 -3%
CFO
648
CVA Family Office
Colorado
$143K +$143K +1,804 New
S
649
SignatureFD
Georgia
$141K
DAC
650
Dividend Assets Capital
South Carolina
$139K