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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 %
HCM
676
Hollencrest Capital Management
California
$23.1K
PCFFS
677
Pacific Center for Financial Services
California
$22.3K
PAIM
678
Punch & Associates Investment Management
Minnesota
$21.7K
AIC
679
Archer Investment Corporation
Indiana
$21.5K +$13.1K +182 +157%
FPB
680
First PREMIER Bank
South Dakota
$21K
AGWCA
681
Annis Gardner Whiting Capital Advisors
Florida
$20.9K +$20.9K +288 New
WIM
682
Westside Investment Management
California
$20.8K
CNBTD
683
Citizens National Bank Trust Department
Mississippi
$20.2K
FA
684
Financial Avengers
California
$19.5K
BWM
685
Baystate Wealth Management
Massachusetts
$18.5K
MCM
686
Magnolia Capital Management
New York
$18K
BWL
687
Bogart Wealth LLC
Virginia
$15K
TFM
688
TFC Financial Management
Massachusetts
$15K +$15K +208 New
CCMI
689
Creative Capital Management Investments
California
$14.7K +$14.7K +204 New
AWM
690
Atticus Wealth Management
Florida
$13.6K
HWA
691
HHM Wealth Advisors
Tennessee
$13.3K
TIM
692
Tortoise Investment Management
New York
$13K
NSIM
693
North Star Investment Management
Illinois
$12.6K
POIA
694
Pin Oak Investment Advisors
Texas
$12K -$3K -42 -20%
MPCG
695
Matrix Private Capital Group
New York
$11.6K
PSB
696
Piscataqua Savings Bank
New Hampshire
$11.6K
GG
697
Gleason Group
Kentucky
$10.9K
GA
698
GoalVest Advisory
New York
$10.2K +$10.2K +141 New
JFGIW
699
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10.2K
CCA
700
Column Capital Advisors
Indiana
$10.1K