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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 %
CB
751
Centennial Bank
Arkansas
$63.5K
RP
752
Rice Partnership
Hawaii
$63.3K -$25.2K -276 -28%
WT
753
Washington Trust
Rhode Island
$62.1K -$36.5K -400 -37%
TIM
754
Thompson Investment Management
Wisconsin
$59.9K
MIA
755
Milestone Investment Advisors
Wisconsin
$55.5K
PA
756
PSI Advisors
Florida
$54.4K -$2.56K -28 -4%
SC
757
Steph & Co
Wisconsin
$51.1K
FGA
758
Fortis Group Advisors
New Jersey
$45.7K -$45.7K -500 -50%
CTA
759
Colonial Trust Advisors
South Carolina
$45.2K
BFS
760
Burkett Financial Services
South Carolina
$42.5K
CPG
761
Cornerstone Planning Group
New Jersey
$41.7K
RA
762
Rise Advisors
New York
$41.3K
AIA
763
Armor Investment Advisors
North Carolina
$40.2K
CAM
764
Creekmur Asset Management
Illinois
$37.6K -$456 -5 -1%
AssetMark Inc
765
AssetMark Inc
California
$36.5K +$10.3K +113 +39%
MFC
766
Mechanics Financial Corp
Ohio
$36.3K
HDIM
767
Hanson & Doremus Investment Management
Vermont
$36K
PWM
768
Partnership Wealth Management
Maryland
$35.8K
CICI
769
Capital Investment Counsel Inc
North Carolina
$35.8K
MSFP
770
Mark Sheptoff Financial Planning
Connecticut
$33.8K
PCM
771
Palouse Capital Management
Washington
$33.6K +$33.6K +368 New
DWM
772
Dogwood Wealth Management
Kansas
$32.5K
CA
773
Continuum Advisory
Idaho
$31.3K +$31.3K +348 New
HCM
774
Hollencrest Capital Management
California
$29.2K
PCFFS
775
Pacific Center for Financial Services
California
$28.1K