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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 %
CCMI
751
Creative Capital Management Investments
California
$16.2K
AWM
752
Atticus Wealth Management
Florida
$14.9K
HWA
753
HHM Wealth Advisors
Tennessee
$14.6K
PWA
754
Provenance Wealth Advisors
Florida
$14.4K +$14.4K +182 New
TIM
755
Tortoise Investment Management
New York
$14.3K
NSIM
756
North Star Investment Management
Illinois
$13.8K
RWM
757
Ruedi Wealth Management
Illinois
$13.6K +$13.6K +172 New
POIA
758
Pin Oak Investment Advisors
Texas
$13K
PSB
759
Piscataqua Savings Bank
New Hampshire
$12.7K
MPCG
760
Matrix Private Capital Group
New York
$12.7K
GG
761
Gleason Group
Kentucky
$12.1K +$79 +1 +0.7%
PIS
762
POM Investment Strategies
North Carolina
$10.9K +$10.9K +137 New
SC
763
Stephens Consulting
Michigan
$10.8K
DPW
764
DiNuzzo Private Wealth
Pennsylvania
$10.5K +$10.5K +132 New
CBT
765
CoreFirst Bank & Trust
Kansas
$10.5K
KFS
766
Kelly Financial Services
Massachusetts
$10.4K +$79 +1 +0.8%
CMBA
767
C.M. Bidwell & Associates
Hawaii
$9.82K
CWM
768
CarsonAllaria Wealth Management
Illinois
$8.75K +$80 +1 +0.9%
PP
769
Pacifica Partners
Canada
$8.42K
BA
770
Ballast Advisors
Minnesota
$7.92K
FUBT
771
First United Bank & Trust
Maryland
$7.84K +$7.84K +99 New
TC
772
Trust Company
Kansas
$7.61K
AWM
773
Abound Wealth Management
Tennessee
$7.45K
HGERS
774
Householder Group Estate & Retirement Specialist
Arizona
$7K +$143 +2 +2%
CG
775
Cutler Group
California
$7K +$7K +100 New