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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.

Holders
872
Holders Change
+20
Holders Change %
+2.35%
% of All Funds
12.62%
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 Market Value Shares Shares
Change
Shares
Change %
GT
101
Greenleaf Trust
Michigan
$7.91M 86,000 -200 -0.2%
MBTD
102
Mechanics Bank - Trust Department
California
$7.77M 84,536 +450 +0.5%
FPFS
103
First Personal Financial Services
North Carolina
$7.46M 81,193 -343 -0.4%
AWM
104
AE Wealth Management
Kansas
$7.38M 80,240 +4,850 +6%
Corient Private Wealth
105
Corient Private Wealth
Florida
$7.37M 80,137 +10,442 +15%
RA
106
Rodgers & Associates
Pennsylvania
$7.35M 79,914 +15,408 +24%
JFA
107
JNBA Financial Advisors
Minnesota
$6.91M 75,160 -1,044 -1%
TC
108
TownSquare Capital
Utah
$6.66M 72,447 +3,700 +5%
GIM
109
Goelzer Investment Management
Indiana
$6.63M 72,067 -4,674 -6%
Prudential Financial
110
Prudential Financial
New Jersey
$6.56M 71,409 +53,172 +292%
CA
111
Centerpoint Advisors
Massachusetts
$6.55M 71,295 -2,872 -4%
MSAM
112
Moloney Securities Asset Management
Missouri
$6.55M 71,276 +2,154 +3%
GRP
113
Global Retirement Partners
California
$6.47M 70,348 +12,327 +21%
OFS
114
Oldfather Financial Services
Nebraska
$6.44M 70,099 -886 -1%
CCM
115
Coldstream Capital Management
Washington
$6.42M 69,879 -5,627 -7%
SA
116
Sanctuary Advisors
Indiana
$6.38M 65,130 +19,917 +44%
FCFC
117
First Citizens Financial Corp
Iowa
$6.36M 69,230 -34 -0%
NG
118
Norden Group
Utah
$6.2M 67,475 +5,113 +8%
AAS
119
Avantax Advisory Services
Texas
$5.83M 63,437 +2,729 +4%
M&T Bank
120
M&T Bank
New York
$5.73M 62,301 +248 +0.4%
GPA
121
Guidance Point Advisors
Massachusetts
$5.69M 61,924 -177 -0.3%
MSA
122
McAlister Sweet & Associates
Texas
$5.61M 61,059 +3,621 +6%
WPIC
123
White Pine Investment Company
Michigan
$5.54M 60,217 +60,217 New
HWM
124
HB Wealth Management
Georgia
$5.47M 59,532
AMG
125
Asset Management Group
Connecticut
$5.44M 59,191 -659 -1%