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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 %
MBFW
851
Morton Brown Family Wealth
Pennsylvania
$8.55K +$8.55K +93 New
NFA
852
Northwest Financial Advisors
Virginia
$8.29K +$8.29K +90 New
HGERS
853
Householder Group Estate & Retirement Specialist
Arizona
$8K
AW
854
Avion Wealth
Texas
$8K +$727 +8 +10%
CAS
855
Coppell Advisory Solutions
Texas
$7.72K -$34.1K -371 -82%
SC
856
Sawyer & Company
Massachusetts
$7K +$7K +71 New
PWA
857
Provenance Wealth Advisors
Florida
$6.95K
EWM
858
EPG Wealth Management
Georgia
$6.62K +$6.62K +72 New
POIA
859
Pin Oak Investment Advisors
Texas
$6K
HWA
860
HHM Wealth Advisors
Tennessee
$5.7K -$5.61K -61 -50%
HGA
861
Hobbs Group Advisors
South Carolina
$5.7K
FAM
862
Family Asset Management
South Carolina
$5.52K
NMG
863
New Millennium Group
Utah
$5.52K
SN
864
Sittner & Nelson
Oregon
$4.41K
BHWM
865
Beaird Harris Wealth Management
Texas
$3.68K
LWA
866
Lowe Wealth Advisors
Maryland
$3.68K
HR
867
Howe & Rusling
New York
$2.81K +$91 +1 +3%
FG
868
Fairman Group
Pennsylvania
$2.02K
KFP
869
Keener Financial Planning
Texas
$2K
MIM
870
MTM Investment Management
South Carolina
$1.84K
LFG
871
Larson Financial Group
Missouri
$1.84K
CIA
872
Cape Investment Advisory
Georgia
$1.84K
MWA
873
MFA Wealth Advisors
Pennsylvania
$460 -$5.43K -59 -92%
EC
874
Estate Counselors
Wisconsin
-$6.39M -72,520 Closed
DL
875
DOHJ LLC
Washington
-$5.54M -62,869 Closed