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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
11.69%
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 %
AIA
726
Armor Investment Advisors
North Carolina
$34.9K
CAM
727
Creekmur Asset Management
Illinois
$33K +$33K +417 New
MFC
728
Mechanics Financial Corp
Ohio
$31.5K -$10.9K -138 -26%
CICI
729
Capital Investment Counsel Inc
North Carolina
$31.1K
HDIM
730
Hanson & Doremus Investment Management
Vermont
$31K
PWM
731
Partnership Wealth Management
Maryland
$30.9K +$30.9K +392 New
MSFP
732
Mark Sheptoff Financial Planning
Connecticut
$29.3K +$29.3K +370 New
DWM
733
Dogwood Wealth Management
Kansas
$28.2K +$28.2K +356 New
FA
734
Financial Avengers
California
$26.9K +$5.55K +70 +26%
TRCT
735
Tower Research Capital (TRC)
New York
$25.5K -$684K -8,637 -96%
HCM
736
Hollencrest Capital Management
California
$25.4K
PCFFS
737
Pacific Center for Financial Services
California
$24.4K
PAIM
738
Punch & Associates Investment Management
Minnesota
$23.8K
AIC
739
Archer Investment Corporation
Indiana
$23.7K +$79 +1 +0.3%
FPB
740
First PREMIER Bank
South Dakota
$23K
AGWCA
741
Annis Gardner Whiting Capital Advisors
Florida
$22.8K
WIM
742
Westside Investment Management
California
$22.8K
AssetMark Inc
743
AssetMark Inc
California
$22.7K -$3.09K -39 -12%
PGAM
744
Princeton Global Asset Management
New Jersey
$22.5K +$22.5K +284 New
GI
745
GAMMA Investing
California
$22.5K +$22.5K +285 New
CNBTD
746
Citizens National Bank Trust Department
Mississippi
$22.2K
GWANC
747
Guardian Wealth Advisors (North Carolina)
North Carolina
$21.9K +$21.9K +276 New
BWM
748
Baystate Wealth Management
Massachusetts
$20.3K
FCG
749
Financial Connections Group
California
$19K +$19K +240 New
BWL
750
Bogart Wealth LLC
Virginia
$16.5K