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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 %
HPC
651
HM Payson & Co
Maine
$136K
VAMG
652
Voisard Asset Management Group
Michigan
$135K +$135K +1,704 New
WBC
653
West Branch Capital
Massachusetts
$134K -$62.7K -791 -32%
WPA
654
West Paces Advisors
Georgia
$133K
AA
655
Ancora Advisors
Ohio
$132K
MIM
656
Macroview Investment Management
Maryland
$132K +$2.62K +33 +2%
PP
657
PFS Partners
New Jersey
$130K +$158 +2 +0.1%
EWA
658
EverSource Wealth Advisors
Alabama
$128K
CT
659
Clearstead Trust
Maine
$125K
DSC
660
Duncker Streett & Co
Missouri
$125K
DFA
661
DHJJ Financial Advisors
Illinois
$121K
PB
662
Pinnacle Bancorp
Nebraska
$120K -$19K -240 -14%
Allspring Global Investments
663
Allspring Global Investments
North Carolina
$119K -$17.8K -225 -13%
Qube Research & Technologies (QRT)
664
Qube Research & Technologies (QRT)
United Kingdom
$118K -$24.7K -312 -17%
GBT
665
Grove Bank & Trust
Florida
$117K +$66.3K +837 +132%
LB
666
Legacy Bridge
Iowa
$116K
BONH
667
Bank of New Hampshire
New Hampshire
$114K
BMC
668
Bear Mountain Capital
Washington
$108K +$108K +1,392 New
SAM
669
S.A. Mason
Michigan
$106K
MSWM
670
McGlone Suttner Wealth Management
Wisconsin
$99.2K +$99.2K +1,252 New
HCM
671
Horrell Capital Management
Arkansas
$97K
FCAS
672
First Command Advisory Services
Texas
$96.7K +$7.45K +94 +8%
MCM
673
Mill Capital Management
North Carolina
$95.1K
CPA
674
Cardiff Park Advisors
California
$95.1K
SIC
675
Salem Investment Counselors
North Carolina
$92.5K