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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 %
NCM
676
Northwest Capital Management
Oregon
$92K
BTI
677
Blue Trust Inc
Georgia
$91K +$23.1K +320 +34%
MSG
678
Main Street Group
Virginia
$89.8K +$89.8K +1,133 New
FCMT
679
Founders Capital Management (Texas)
Texas
$89.2K
TWM
680
Tradition Wealth Management
Minnesota
$87K +$95 +1 +0.1%
WT
681
Washington Trust
Rhode Island
$85.6K
DF
682
Dunhill Financial
United Kingdom
$85.5K +$85.5K +1,079 New
WAG
683
Windsor Advisory Group
Ohio
$85.2K
BCWM
684
Bartlett & Co Wealth Management
Ohio
$83.2K +$83.2K +1,041 New
BC
685
Bartlett & Co
Ohio
$83K +$83K +1,041 New
YDMI
686
Y.D. More Investments
Israel
$82.4K -$25.4K -320 -24%
HH
687
HWG Holdings
Texas
$82.2K -$958K -12,098 -92%
FGA
688
Fortis Group Advisors
New Jersey
$79.3K +$39.6K +500 +100%
PO
689
Private Ocean
California
$78.4K
FP
690
Financial Perspectives
Minnesota
$77.6K
ITIM
691
Indiana Trust & Investment Management
Indiana
$77K
RP
692
Rice Partnership
Hawaii
$76.8K
T
693
Tidemark
California
$76.8K +$76.8K +969 New
FWM
694
FSA Wealth Management
Massachusetts
$75K +$75K +950 New
LA
695
LM Advisors
California
$74.5K +$74.5K +940 New
NBT
696
Northwest Bank & Trust
Iowa
$74.1K +$74.1K +935 New
ST
697
Smithfield Trust
Pennsylvania
$73K
SWM
698
Sugarloaf Wealth Management
Georgia
$70.3K
MSS
699
Mitchell Sinkler & Starr
Pennsylvania
$69.4K +$69.4K +876 New
CA
700
Crewe Advisors
Utah
$68K