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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 %
CA
101
Centerpoint Advisors
Massachusetts
$6.16M 77,726 -2,555 -3%
MWA
102
MFA Wealth Advisors
Pennsylvania
$6.08M 76,795 +1,014 +1%
JWA
103
JFS Wealth Advisors
Pennsylvania
$5.78M 72,997 +11,860 +19%
RA
104
Rodgers & Associates
Pennsylvania
$5.72M 72,152 +935 +1%
MGIA
105
Moneta Group Investment Advisors
Missouri
$5.62M 70,982 +3,462 +5%
FCFC
106
First Citizens Financial Corp
Iowa
$5.58M 70,413 -2,644 -4%
OFS
107
Oldfather Financial Services
Nebraska
$5.51M 69,536 +1,799 +3%
DI
108
DDFG Inc
California
$5.08M 64,149 -373 -0.6%
AWS
109
Atria Wealth Solutions
New York
$5.01M 63,263 +126 +0.2%
M&T Bank
110
M&T Bank
New York
$5M 63,075 -7,642 -11%
GW
111
GW & Wade
Massachusetts
$4.96M 62,658 +691 +1%
GPA
112
Guidance Point Advisors
Massachusetts
$4.91M 61,931 +198 +0.3%
DL
113
DOHJ LLC
Washington
$4.85M 61,218 +35,287 +136%
AMG
114
Asset Management Group
Connecticut
$4.74M 59,794 +33 +0.1%
MOS
115
MGO One Seven
Ohio
$4.71M 59,412 +59,412 New
FBB
116
Fulton Breakefield Broenniman
Maryland
$4.48M 56,576 -147 -0.3%
EWA
117
EP Wealth Advisors
California
$4.44M 56,087 +799 +1%
SS
118
Sunbelt Securities
Texas
$4.42M 55,830 +617 +1%
AAS
119
Avantax Advisory Services
Texas
$4.37M 55,149 -19,850 -26%
SEIA
120
Signature Estate & Investment Advisors
California
$4.35M 54,918 -3,353 -6%
HWM
121
HB Wealth Management
Georgia
$4.34M 54,761
BCM
122
Becker Capital Management
Oregon
$4.26M 53,772
PCTC
123
Perkins Coie Trust Company
Washington
$4.23M 53,398 -1,108 -2%
MA
124
Mutual Advisors
Nebraska
$4.18M 52,817 +37,977 +256%
WAM
125
Weinberger Asset Management
California
$4.13M 52,087 -3,618 -6%