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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 %
KM
751
Kalos Management
Georgia
-$125K -1,663 Closed
CF
752
Centaurus Financial
California
-$104K -1,383 Closed
DI
753
Disciplined Investments
Oklahoma
-$73.5K -979 Closed
2L
754
25 LLC
Missouri
-$75K -973 Closed
BFPW
755
BOK Financial Private Wealth
Colorado
-$35.4K -472 Closed
NFSG
756
Newbridge Financial Services Group
Florida
-$30.4K -405 Closed
BC
757
Bartlett & Co
Ohio
-$27K -362 Closed
BCWM
758
Bartlett & Co Wealth Management
Ohio
-$27.2K -362 Closed
WAM
759
Worth Asset Management
Texas
-$24K -320 Closed
JMF
760
Johnson Midwest Financial
Iowa
-$21.5K -286 Closed
FCG
761
Financial Connections Group
California
-$18K -240 Closed
CWA
762
Clearview Wealth Advisors
Oregon
-$10.5K -140 Closed
RhumbLine Advisers
763
RhumbLine Advisers
Massachusetts
-$7.5K -100 Closed
CAS
764
Coppell Advisory Solutions
Texas
-$6.48K -87 Closed
FGAM
765
Financial Gravity Asset Management
Texas
-$3 -45 Closed
SC
766
Sawyer & Company
Massachusetts
-$3K -35 Closed
GWSA
767
Global Wealth Strategies & Associates
Colorado
-$2.33K -31 Closed
TAIM
768
TD Ameritrade Investment Management
Nebraska
-$1K -17 Closed
OP
769
ORG Partners
Indiana
-$301 -4 Closed
CWC
770
Carolinas Wealth Consulting
North Carolina
-$75 -1 Closed