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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 %
MWA
701
Moser Wealth Advisors
Washington
$66.5K
ANBT
702
American National Bank & Trust
Texas
$66.1K
KSWA
703
Kathleen S. Wright Associates
Pennsylvania
$65.9K
TAM
704
Townsend Asset Management
North Carolina
$65.8K
IIL
705
Insight Inv LLC
California
$61.2K
FCA
706
FinTrust Capital Advisors
South Carolina
$60.8K
CIAS
707
Capital Investment Advisory Services
North Carolina
$59.8K +$2.77K +35 +5%
FFA
708
Founders Financial Alliance
North Carolina
$59.6K
SMA
709
Sage Mountain Advisors
Georgia
$57.4K
JGIA
710
Jackson Grant Investment Advisers
Connecticut
$56.4K +$159 +2 +0.3%
ACA
711
Aptus Capital Advisors
Alabama
$55.2K +$22.1K +279 +67%
CB
712
Centennial Bank
Arkansas
$55.1K
TIM
713
Thompson Investment Management
Wisconsin
$52K
BFPW
714
BOK Financial Private Wealth
Colorado
$50.6K +$50.6K +639 New
PA
715
PSI Advisors
Florida
$49.4K +$396 +5 +0.8%
MIA
716
Milestone Investment Advisors
Wisconsin
$48.2K
TFGT
717
TS Financial Group (TSFG)
Illinois
$48K +$13.7K +172 +40%
SIS
718
Sound Income Strategies
Florida
$46.5K +$15.4K +195 +50%
JFGIW
719
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$44.8K +$33.7K +425 +304%
SC
720
Steph & Co
Wisconsin
$44.4K -$31.3K -395 -41%
CTA
721
Colonial Trust Advisors
South Carolina
$39.2K
SAM
722
Smartleaf Asset Management
Massachusetts
$38.8K +$38.8K +480 New
CPG
723
Cornerstone Planning Group
New Jersey
$37.6K
BFS
724
Burkett Financial Services
South Carolina
$36.8K +$36.8K +465 New
RA
725
Rise Advisors
New York
$35.8K +$237 +3 +0.7%