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iShares S&P Mid-Cap 400 Growth ETF

852 hedge funds and large institutions have $6.78B invested in iShares S&P Mid-Cap 400 Growth ETF in 2024 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 230 increasing their positions, 261 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
Holders Change
+20
Holders Change %
+2.4%
% of All Funds
12.39%
Holding in Top 10
31
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+19.23%
% of All Funds
0.45%
New
87
Increased
230
Reduced
261
Closed
52
Calls
$229K
Puts
Net Calls
+$229K
Net Calls Change
-$46K
Name Holding Trade Value Shares
Change
Shares
Change %
TFGT
801
TS Financial Group (TSFG)
Illinois
$20K
AIC
802
Archer Investment Corporation
Indiana
$18.6K -$7.65K -87 -29%
BWL
803
Bogart Wealth LLC
Virginia
$18.3K
CCMI
804
Creative Capital Management Investments
California
$18K
AWM
805
Atticus Wealth Management
Florida
$16.6K
TIM
806
Tortoise Investment Management
New York
$15.9K
NSIM
807
North Star Investment Management
Illinois
$15.3K
RWM
808
Ruedi Wealth Management
Illinois
$15.2K
TCM
809
Tradewinds Capital Management
Washington
$14.6K +$14.6K +166 New
MPCG
810
Matrix Private Capital Group
New York
$14.1K
PSB
811
Piscataqua Savings Bank
New Hampshire
$14.1K
GG
812
Gleason Group
Kentucky
$13.5K
CTC
813
Central Trust Company
Missouri
$12.5K -$269K -3,050 -96%
PIS
814
POM Investment Strategies
North Carolina
$12.1K
SC
815
Stephens Consulting
Michigan
$12K
FHC
816
First Heartland Consultants
Missouri
$11.7K +$10K +113,618 +608%
DPW
817
DiNuzzo Private Wealth
Pennsylvania
$11.6K
KFS
818
Kelly Financial Services
Massachusetts
$11.6K
CMBA
819
C.M. Bidwell & Associates
Hawaii
$10.9K
HWA
820
HHM Wealth Advisors
Tennessee
$10.8K
NBT
821
Northwest Bank & Trust
Iowa
$10.1K
ATC
822
Adirondack Trust Company
New York
$9.87K +$9.87K +112 New
PP
823
Pacifica Partners
Canada
$9.83K
CWM
824
CarsonAllaria Wealth Management
Illinois
$9.76K
BA
825
Ballast Advisors
Minnesota
$8.81K