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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 %
DPW
801
DiNuzzo Private Wealth
Pennsylvania
$12K
BHWM
802
Beaird Harris Wealth Management
Texas
$12K +$12K +131 New
KFS
803
Kelly Financial Services
Massachusetts
$11.9K
CMBA
804
C.M. Bidwell & Associates
Hawaii
$11.3K
HWA
805
HHM Wealth Advisors
Tennessee
$11.2K -$5.57K -61 -33%
CWM
806
CarsonAllaria Wealth Management
Illinois
$10.1K
PP
807
Pacifica Partners
Canada
$10.1K
NBT
808
Northwest Bank & Trust
Iowa
$9.87K -$70.4K -820 -88%
BA
809
Ballast Advisors
Minnesota
$9.13K
TC
810
Trust Company
Kansas
$8.76K
HGERS
811
Householder Group Estate & Retirement Specialist
Arizona
$8.58K -$365 -4 -4%
AWM
812
Abound Wealth Management
Tennessee
$8.58K
AW
813
Avion Wealth
Texas
$8K
RCM
814
Rain Capital Management
Oregon
$7.9K +$91 +1 +1%
BL
815
BFSG LLC
California
$6.94K
PWA
816
Provenance Wealth Advisors
Florida
$6.9K -$9.62K -106 -58%
EWM
817
EPG Wealth Management
Georgia
$6.57K
First Manhattan
818
First Manhattan
New York
$5.66K
FAM
819
Family Asset Management
South Carolina
$5.48K
SN
820
Sittner & Nelson
Oregon
$4.38K
TAM
821
Tucker Asset Management
Colorado
$4.11K +$4.11K +45 New
LWA
822
Lowe Wealth Advisors
Maryland
$3.65K
CT
823
Colonial Trust
South Carolina
$3.1K
HR
824
Howe & Rusling
New York
$2.78K -$3.8K -41 -58%
FG
825
Fairman Group
Pennsylvania
$2.01K