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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 %
DF
726
Dunhill Financial
United Kingdom
$98.1K
PO
727
Private Ocean
California
$90.3K
NCTC
728
New Covenant Trust Company
Indiana
$88.3K +$88.3K +968 New
WIC
729
Woodmont Investment Counsel
Tennessee
$87.8K +$87.8K +962 New
FWM
730
FSA Wealth Management
Massachusetts
$86.7K
T
731
Tidemark
California
$86K -$2.46K -27 -3%
BTI
732
Blue Trust Inc
Georgia
$85.8K -$29.2K -320 -25%
ST
733
Smithfield Trust
Pennsylvania
$83K
SWM
734
Sugarloaf Wealth Management
Georgia
$81K
ACA
735
Aptus Capital Advisors
Alabama
$80.8K +$17.2K +189 +27%
BFPW
736
BOK Financial Private Wealth
Colorado
$79K +$20.7K +227 +36%
QC
737
Quent Capital
New York
$78.5K +$78.5K +860 New
CA
738
Crewe Advisors
Utah
$78.3K
YDMI
739
Y.D. More Investments
Israel
$76.7K -$18.3K -200 -19%
MWA
740
Moser Wealth Advisors
Washington
$76.7K
ANBT
741
American National Bank & Trust
Texas
$76.2K
KSWA
742
Kathleen S. Wright Associates
Pennsylvania
$75.9K
TAM
743
Townsend Asset Management
North Carolina
$75.7K
IIL
744
Insight Inv LLC
California
$70.4K
FCA
745
FinTrust Capital Advisors
South Carolina
$70.1K
FFA
746
Founders Financial Alliance
North Carolina
$68.6K
SMA
747
Sage Mountain Advisors
Georgia
$66.2K
CIAS
748
Capital Investment Advisory Services
North Carolina
$65.7K -$3.19K -35 -5%
JGIA
749
Jackson Grant Investment Advisers
Connecticut
$65K +$182 +2 +0.3%
HNB
750
Hilltop National Bank
Wyoming
$63.9K +$63.9K +700 New