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iShares S&P Mid-Cap 400 Growth ETF

730 hedge funds and large institutions have $5.09B invested in iShares S&P Mid-Cap 400 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 187 increasing their positions, 237 reducing their positions, and 39 closing their positions.

Holders
730
Holders Change
+5
Holders Change %
+0.69%
% of All Funds
11.64%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.38%
New
56
Increased
187
Reduced
237
Closed
39
Calls
$820K
Puts
$368K
Net Calls
+$452K
Net Calls Change
-$231K
Name Holding Trade Value Shares
Change
Shares
Change %
RA
101
Rodgers & Associates
Pennsylvania
$5.14M +$16.7K +231 +0.3%
M&T Bank
102
M&T Bank
New York
$5.11M -$243K -3,367 -5%
CAM
103
Cresset Asset Management
Illinois
$5.1M +$784K +10,825 +18%
AWM
104
AE Wealth Management
Kansas
$4.96M +$1.05M +14,498 +27%
Envestnet Portfolio Solutions
105
Envestnet Portfolio Solutions
Illinois
$4.94M +$4.94M +68,367 New
OFS
106
Oldfather Financial Services
Nebraska
$4.89M +$166K +2,296 +4%
MGIA
107
Moneta Group Investment Advisors
Missouri
$4.88M +$1.17M +16,168 +31%
DI
108
DDFG Inc
California
$4.66M -$1.32M -18,331 -22%
AWS
109
Atria Wealth Solutions
New York
$4.58M +$84K +1,159 +2%
SPC
110
Sigma Planning Corp
Michigan
$4.56M +$1.08M +14,985 +31%
UCFA
111
United Capital Financial Advisors
Texas
$4.52M -$47.5K -658 -1%
GW
112
GW & Wade
Massachusetts
$4.48M +$85.9K +1,189 +2%
GPA
113
Guidance Point Advisors
Massachusetts
$4.46M
JWA
114
JFS Wealth Advisors
Pennsylvania
$4.42M +$166K +2,297 +4%
Susquehanna International Group
115
Susquehanna International Group
Pennsylvania
$4.34M +$2.32M +32,072 +115%
AMG
116
Asset Management Group
Connecticut
$4.32M -$10.2K -141 -0.2%
EH
117
Equitable Holdings
New York
$4.28M -$3.64M -50,339 -46%
SEIA
118
Signature Estate & Investment Advisors
California
$4.21M -$795 -11 -0%
FBB
119
Fulton Breakefield Broenniman
Maryland
$4.1M -$144K -1,995 -3%
WAM
120
Weinberger Asset Management
California
$4.02M -$214K -2,959 -5%
EWA
121
EP Wealth Advisors
California
$3.99M +$3.01M +41,612 +304%
SS
122
Sunbelt Securities
Texas
$3.99M +$60.2K +834 +2%
HWM
123
HB Wealth Management
Georgia
$3.96M -$184K -2,544 -4%
PCTC
124
Perkins Coie Trust Company
Washington
$3.94M -$509K -7,048 -11%
BCM
125
Becker Capital Management
Oregon
$3.9M