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iShares S&P Mid-Cap 400 Growth ETF

832 hedge funds and large institutions have $6.68B invested in iShares S&P Mid-Cap 400 Growth ETF in 2024 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 214 increasing their positions, 286 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
832
Holders Change
+35
Holders Change %
+4.39%
% of All Funds
12.06%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.38%
New
90
Increased
214
Reduced
286
Closed
43
Calls
$293K
Puts
$18K
Net Calls
+$275K
Net Calls Change
-$693K
Name Holding Trade Value Shares
Change
Shares
Change %
BONH
701
Bank of New Hampshire
New Hampshire
$141K +$9.76K +107 +7%
Qube Research & Technologies (QRT)
702
Qube Research & Technologies (QRT)
United Kingdom
$141K +$5.02K +55 +4%
DFA
703
DHJJ Financial Advisors
Illinois
$140K
LB
704
Legacy Bridge
Iowa
$139K +$5.66K +62 +4%
EWA
705
EverSource Wealth Advisors
Alabama
$138K
Allspring Global Investments
706
Allspring Global Investments
North Carolina
$138K +$730 +8 +0.5%
GBT
707
Grove Bank & Trust
Florida
$134K
GWP
708
Gen-Wealth Partners
Michigan
$131K +$131K +1,440 New
AFWM
709
Abich Financial Wealth Management
Virginia
$129K +$129K +1,411 New
SAM
710
S.A. Mason
Michigan
$122K
BMC
711
Bear Mountain Capital
Washington
$118K -$683 -8 -0.6%
PB
712
Pinnacle Bancorp
Nebraska
$118K -$20.8K -228 -15%
HCM
713
Horrell Capital Management
Arkansas
$111K
MCM
714
Mill Capital Management
North Carolina
$110K
CPA
715
Cardiff Park Advisors
California
$110K
SIC
716
Salem Investment Counselors
North Carolina
$106K
NCM
717
Northwest Capital Management
Oregon
$106K
GWSG
718
GPS Wealth Strategies Group
Colorado
$104K -$73.1K -801 -41%
MSG
719
Main Street Group
Virginia
$103K
FCAS
720
First Command Advisory Services
Texas
$103K -$8.58K -94 -8%
FCMT
721
Founders Capital Management (Texas)
Texas
$103K
BCWM
722
Bartlett & Co Wealth Management
Ohio
$102K +$6.84K +75 +7%
ITIM
723
Indiana Trust & Investment Management
Indiana
$99.4K +$10.7K +117 +12%
FP
724
Financial Perspectives
Minnesota
$99.1K +$9.77K +107 +11%
WAG
725
Windsor Advisory Group
Ohio
$98.2K