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iShares S&P Mid-Cap 400 Growth ETF

797 hedge funds and large institutions have $6.42B invested in iShares S&P Mid-Cap 400 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 228 increasing their positions, 231 reducing their positions, and 32 closing their positions.

Holders
797
Holders Change
+67
Holders Change %
+9.18%
% of All Funds
11.69%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.37%
New
111
Increased
228
Reduced
231
Closed
32
Calls
$968K
Puts
Net Calls
+$968K
Net Calls Change
+$516K
Name Market Value Shares Shares
Change
Shares
Change %
SWA
76
SOA Wealth Advisors
New York
$9.63M 121,551 -8,801 -7%
CFB
77
Cullen/Frost Bankers
Texas
$9.63M 121,533 +17,521 +17%
GSWM
78
Greenup Street Wealth Management
Michigan
$9.61M 121,359 +121,359 New
E
79
ETFidea
New York
$9.26M 116,834 +2,893 +3%
Corient Private Wealth
80
Corient Private Wealth
Florida
$9.15M 115,471 +64,136 +125%
HSBC Holdings
81
HSBC Holdings
United Kingdom
$8.81M 111,241 -101 -0.1%
BFM
82
Broadview Financial Management
Wisconsin
$8.47M 106,971 -1,493 -1%
MCCA
83
Mill Creek Capital Advisors
Pennsylvania
$8.38M 105,732 +18,080 +21%
HNB
84
Huntington National Bank
Ohio
Cetera Investment Advisers
85
Cetera Investment Advisers
Illinois
$7.86M 99,263 +12,083 +14%
GLA
86
Great Lakes Advisors
Illinois
$7.57M 95,513 -1,787 -2%
AWM
87
AE Wealth Management
Kansas
$7.52M 94,681 +25,967 +38%
Citigroup
88
Citigroup
New York
$7.5M 94,694 +79,076 +506%
FHB
89
First Hawaiian Bank
Hawaii
$7.4M 93,435 -1,686 -2%
GT
90
Greenleaf Trust
Michigan
$7.34M 92,696 +17,359 +23%
PAG
91
Private Advisor Group
New Jersey
$7.26M 91,613 -595 -0.6%
CFO
92
Callan Family Office
Pennsylvania
$7.26M 91,584
ABC
93
Associated Banc-Corp
Wisconsin
$7.05M 89,011 +8,135 +10%
Envestnet Portfolio Solutions
94
Envestnet Portfolio Solutions
Illinois
$6.82M 86,084 +17,717 +26%
FPFS
95
First Personal Financial Services
North Carolina
$6.61M 83,460 -1,224 -1%
BMCM
96
Bryn Mawr Capital Management
Pennsylvania
$6.6M 83,296 +1,098 +1%
MBTD
97
Mechanics Bank - Trust Department
California
$6.5M 82,101 +2,145 +3%
JFA
98
JNBA Financial Advisors
Minnesota
$6.42M 81,084 -1,550 -2%
GIM
99
Goelzer Investment Management
Indiana
$6.39M 80,634 +847 +1%
CCM
100
Coldstream Capital Management
Washington
$6.21M 78,346 -1,705 -2%