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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 %
RhumbLine Advisers
826
RhumbLine Advisers
Massachusetts
$8.81K +$8.81K +100 New
TC
827
Trust Company
Kansas
$8.46K
AWM
828
Abound Wealth Management
Tennessee
$8.28K
HGERS
829
Householder Group Estate & Retirement Specialist
Arizona
$8K
FNWA
830
Financial Network Wealth Advisors
Utah
$7.93K +$7.93K +90 New
RCM
831
Rain Capital Management
Oregon
$7.74K
AW
832
Avion Wealth
Texas
$7K
PWA
833
Provenance Wealth Advisors
Florida
$6.66K
EWM
834
EPG Wealth Management
Georgia
$6.34K -$6.57K -72 Closed
POIA
835
Pin Oak Investment Advisors
Texas
$6K -$8K -96 -57%
MWA
836
MFA Wealth Advisors
Pennsylvania
$5.64K +$5.64K +64 New
HGA
837
Hobbs Group Advisors
South Carolina
$5.46K +$5.46K +62 New
FAM
838
Family Asset Management
South Carolina
$5.29K
NMG
839
New Millennium Group
Utah
$5.29K +$5.29K +60 New
SN
840
Sittner & Nelson
Oregon
$4.23K
BHWM
841
Beaird Harris Wealth Management
Texas
$3.53K -$8.02K -91 -69%
LWA
842
Lowe Wealth Advisors
Maryland
$3.52K
HFA
843
Hershey Financial Advisers
Pennsylvania
$2.7K +$2.7K +30 New
HR
844
Howe & Rusling
New York
$2.69K
CT
845
Colonial Trust
South Carolina
$2.64K -$352 -4 -12%
ATS
846
Ashton Thomas Securities
New York
$2.09K +$2.09K +24 New
KFP
847
Keener Financial Planning
Texas
$2K +$2K +29 New
FG
848
Fairman Group
Pennsylvania
$1.94K
LFG
849
Larson Financial Group
Missouri
$1.76K
MIM
850
MTM Investment Management
South Carolina
$1.76K