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iShares S&P Mid-Cap 400 Growth ETF

872 hedge funds and large institutions have $6.88B invested in iShares S&P Mid-Cap 400 Growth ETF in 2024 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 280 increasing their positions, 249 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
872
Holders Change
+20
Holders Change %
+2.35%
% of All Funds
12.61%
Holding in Top 10
27
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.9%
% of All Funds
0.39%
New
70
Increased
280
Reduced
249
Closed
43
Calls
$460K
Puts
Net Calls
+$460K
Net Calls Change
+$231K
Name Holding Trade Value Shares
Change
Shares
Change %
NCM
751
Northwest Capital Management
Oregon
$107K
VWM
752
Venturi Wealth Management
Texas
$106K -$62.9K -685 -37%
MSG
753
Main Street Group
Virginia
$104K
FCAS
754
First Command Advisory Services
Texas
$104K
FCMT
755
Founders Capital Management (Texas)
Texas
$104K
FAM
756
Flaharty Asset Management
Florida
$99.3K +$99.3K +1,080 New
WAG
757
Windsor Advisory Group
Ohio
$98.9K
FP
758
Financial Perspectives
Minnesota
$96.7K -$3.12K -34 -3%
T
759
Tidemark
California
$96.4K +$21.1K +229 +28%
DF
760
Dunhill Financial
United Kingdom
$92.3K -$6.8K -74 -7%
ACA
761
Aptus Capital Advisors
Alabama
$88.9K +$7.35K +80 +9%
FWM
762
FSA Wealth Management
Massachusetts
$87.3K +$87.3K +950 New
ST
763
Smithfield Trust
Pennsylvania
$84K
BTI
764
Blue Trust Inc
Georgia
$82.8K
SWM
765
Sugarloaf Wealth Management
Georgia
$81.6K
BFPW
766
BOK Financial Private Wealth
Colorado
$79.6K
QC
767
Quent Capital
New York
$79.1K
KPP
768
Kings Path Partners
Texas
$77.2K
MWA
769
Moser Wealth Advisors
Washington
$77.2K
KSWA
770
Kathleen S. Wright Associates
Pennsylvania
$76.5K
YDMI
771
Y.D. More Investments
Israel
$73.5K
Kovitz Investment Group Partners
772
Kovitz Investment Group Partners
Illinois
$73.2K +$5K +2,702 +7%
IIL
773
Insight Inv LLC
California
$71K
FFA
774
Founders Financial Alliance
North Carolina
$69.3K +$92 +1 +0.1%
ANBT
775
American National Bank & Trust
Texas
$67.8K -$9.01K -98 -12%