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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 %
SAM
776
Smartleaf Asset Management
Massachusetts
$27.4K -$16.3K -179 -37%
AIC
777
Archer Investment Corporation
Indiana
$27.3K
FPB
778
First PREMIER Bank
South Dakota
$27K
AGWCA
779
Annis Gardner Whiting Capital Advisors
Florida
$26.3K
WIM
780
Westside Investment Management
California
$26.3K
GI
781
GAMMA Investing
California
$26K
CNBTD
782
Citizens National Bank Trust Department
Mississippi
$25.6K
GWANC
783
Guardian Wealth Advisors (North Carolina)
North Carolina
$25.2K
TFGT
784
TS Financial Group (TSFG)
Illinois
$21K -$33.7K -372 -62%
BWL
785
Bogart Wealth LLC
Virginia
$19K
CCMI
786
Creative Capital Management Investments
California
$18.6K
AWM
787
Atticus Wealth Management
Florida
$17.2K
TIM
788
Tortoise Investment Management
New York
$16.4K
NSIM
789
North Star Investment Management
Illinois
$15.9K
RWM
790
Ruedi Wealth Management
Illinois
$15.7K
POIA
791
Pin Oak Investment Advisors
Texas
$15K
FFWA
792
FRG Family Wealth Advisors
Washington
$14.7K +$14.7K +171 New
PSB
793
Piscataqua Savings Bank
New Hampshire
$14.6K
MPCG
794
Matrix Private Capital Group
New York
$14.6K
GG
795
Gleason Group
Kentucky
$13.9K +$91 +1 +0.7%
TCG
796
Transcendent Capital Group
Oklahoma
$13.4K -$256K -2,798 -95%
LF
797
LifeSteps Financial
California
$13.1K +$13.1K +144 New
PIS
798
POM Investment Strategies
North Carolina
$12.5K
SC
799
Stephens Consulting
Michigan
$12.4K
CBT
800
CoreFirst Bank & Trust
Kansas
$12K