IJK icon

iShares S&P Mid-Cap 400 Growth ETF

872 hedge funds and large institutions have $6.88B invested in iShares S&P Mid-Cap 400 Growth ETF in 2024 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 280 increasing their positions, 249 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
872
Holders Change
+20
Holders Change %
+2.35%
% of All Funds
12.61%
Holding in Top 10
27
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.9%
% of All Funds
0.39%
New
70
Increased
280
Reduced
249
Closed
43
Calls
$460K
Puts
Net Calls
+$460K
Net Calls Change
+$231K
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
676
Benchmark Wealth Management
Connecticut
$220K
NL
677
NWAM LLC
Washington
$220K +$220K +2,390 New
ACP
678
Aviance Capital Partners
Florida
$220K
PIMG
679
Patriot Investment Management Group
Tennessee
$218K
NW
680
NewEdge Wealth
Pennsylvania
$217K
JEST
681
JTC Employer Solutions Trustee
Jersey
$217K
IPW
682
Intergy Private Wealth
Colorado
$217K
RCM
683
Radnor Capital Management
Pennsylvania
$216K +$216K +2,352 New
SW
684
SteelPeak Wealth
California
$216K -$3.22K -35 -1%
TA
685
TFG Advisers
Michigan
$216K -$2.21K -24 -1%
Qube Research & Technologies (QRT)
686
Qube Research & Technologies (QRT)
United Kingdom
$214K +$16.4K +178 +8%
SWA
687
Sightline Wealth Advisors
Connecticut
$214K
LIM
688
Leavell Investment Management
Alabama
$213K +$213K +2,322 New
NIWA
689
New Insight Wealth Advisors
California
$212K +$212K +2,311 New
KA
690
Klingman & Associates
New York
$211K -$14.8K -161 -7%
KOC
691
Koss-Olinger Consulting
Florida
$211K +$368 +4 +0.2%
RWP
692
Revolve Wealth Partners
New Jersey
$211K -$2.21K -24 -1%
RFM
693
Royal Fund Management
Florida
$211K -$10.7M -115,991 -98%
AOWM
694
Alpha Omega Wealth Management
Virginia
$211K
FIB
695
First Interstate Bank
Montana
$210K
WWM
696
Wolff Wiese Magana
California
$210K +$42.3K +460 +25%
LWM
697
Liberty Wealth Management
California
$210K +$92 +1 +0%
PA
698
Procyon Advisors
Connecticut
$208K -$3.13K -34 -1%
CFA
699
CWS Financial Advisors
Michigan
$208K +$208K +2,265 New
KCM
700
Kanawha Capital Management
Virginia
$208K +$208K +2,264 New