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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 %
SC
701
Stephens Consulting
Michigan
$9.83K
CBT
702
CoreFirst Bank & Trust
Kansas
$9.54K
KFS
703
Kelly Financial Services
Massachusetts
$9.38K
CMBA
704
C.M. Bidwell & Associates
Hawaii
$8.96K
DIP
705
DT Investment Partners
Pennsylvania
$8.67K
CWM
706
CarsonAllaria Wealth Management
Illinois
$7.92K +$7.92K +109 New
PP
707
Pacifica Partners
Canada
$7.91K +$7.91K +112 New
BA
708
Ballast Advisors
Minnesota
$7.22K -$25.4K -352 -78%
TC
709
Trust Company
Kansas
$6.94K
HGERS
710
Householder Group Estate & Retirement Specialist
Arizona
$6.94K +$6.94K +96 New
AWM
711
Abound Wealth Management
Tennessee
$6.79K +$6.79K +94 New
RCM
712
Rain Capital Management
Oregon
$6.2K
EWM
713
EPG Wealth Management
Georgia
$5.2K +$5.2K +72 New
AW
714
Avion Wealth
Texas
$5K
FAM
715
Family Asset Management
South Carolina
$4.33K
NMG
716
New Millennium Group
Utah
$4.33K
SN
717
Sittner & Nelson
Oregon
$3.47K
HR
718
Howe & Rusling
New York
$3.32K -$2.17K -30 -39%
LWA
719
Lowe Wealth Advisors
Maryland
$2.89K
TAM
720
Tucker Asset Management
Colorado
$2.53K +$2.53K +35 New
CT
721
Colonial Trust
South Carolina
$2.46K
IPW
722
Impact Partnership Wealth
Georgia
$2.1K +$2.1K +29 New
LFG
723
Larson Financial Group
Missouri
$1.45K
MIM
724
MTM Investment Management
South Carolina
$1.45K
CIA
725
Cape Investment Advisory
Georgia
$1.45K