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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 %
JGIA
651
Jackson Grant Investment Advisers
Connecticut
$51.2K +$144 +2 +0.3%
CB
652
Centennial Bank
Arkansas
$50.3K
TIM
653
Thompson Investment Management
Wisconsin
$47.4K
CSPIA
654
Cary Street Partners Investment Advisory
Virginia
$46.3K
GBT
655
Grove Bank & Trust
Florida
$45.9K
SFCL
656
Strengthening Families & Communities LLC
Massachusetts
$45K
PA
657
PSI Advisors
Florida
$44.7K
MIA
658
Milestone Investment Advisors
Wisconsin
$43.9K
MFC
659
Mechanics Financial Corp
Ohio
$38.7K
APC
660
Aspire Private Capital
North Carolina
$37.3K +$37.3K +516 New
FGA
661
Fortis Group Advisors
New Jersey
$36.1K +$36.1K +500 New
CTA
662
Colonial Trust Advisors
South Carolina
$35.8K
CPG
663
Cornerstone Planning Group
New Jersey
$34.3K
SWA
664
Sutton Wealth Advisors
Florida
$34.1K
RA
665
Rise Advisors
New York
$32.4K -$60.5K -839 -65%
AIA
666
Armor Investment Advisors
North Carolina
$31.8K
SSWM
667
Sheets Smith Wealth Management
North Carolina
$31.1K +$31.1K +431 New
TFGT
668
TS Financial Group (TSFG)
Illinois
$31K -$2.94K -41 -9%
ACA
669
Aptus Capital Advisors
Alabama
$30.2K
MAWA
670
Moss Adams Wealth Advisors
Washington
$29K
HDIM
671
Hanson & Doremus Investment Management
Vermont
$29K
PMFA
672
Plante Moran Financial Advisors
Michigan
$28.3K -$19.6K -272 -41%
SIS
673
Sound Income Strategies
Florida
$28.3K -$9.17K -127 -24%
CICI
674
Capital Investment Counsel Inc
North Carolina
$28.3K +$28.3K +392 New
AssetMark Inc
675
AssetMark Inc
California
$23.6K -$75.7K -1,048 -76%