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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 Holding Trade Value Shares
Change
Shares
Change %
BA
126
Brightwater Advisory
Florida
$4.12M +$4.12M +51,983 New
ATPW
127
Ashton Thomas Private Wealth
Arizona
$4.07M -$88.3K -1,115 -2%
SCM
128
Sandler Capital Management
New York
$3.96M -$3.98M -50,224 -50%
SC
129
Slow Capital
California
$3.9M -$139K -1,759 -3%
MSA
130
McAlister Sweet & Associates
Texas
$3.87M +$312K +3,936 +9%
CWM
131
Cranbrook Wealth Management
Michigan
$3.86M -$2.69K -34 -0.1%
TW
132
TritonPoint Wealth
Maryland
$3.86M +$3.86M +48,727 New
RCM
133
Regency Capital Management
Hawaii
$3.84M +$3.84M +48,504 New
SSB
134
Sandy Spring Bank
Maryland
$3.72M +$168K +2,115 +5%
Janney Montgomery Scott
135
Janney Montgomery Scott
Pennsylvania
$3.71M +$39.5K +498 +1%
9WM
136
9258 Wealth Management
Ohio
$3.65M -$450K -5,677 -11%
ITB
137
Idaho Trust Bank
Idaho
$3.64M +$1.07M +13,454 +41%
PWP
138
Perfromance Wealth Partners
Illinois
$3.62M -$466K -5,877 -11%
LC
139
LTG Capital
Massachusetts
$3.51M -$201K -2,540 -5%
CWM
140
Circle Wealth Management
New Jersey
$3.49M
BWM
141
BKM Wealth Management
Wisconsin
$3.47M +$3.47M +43,778 New
UB
142
UMB Bank
Missouri
$3.4M -$31.1K -393 -0.9%
NCM
143
Neumann Capital Management
California
$3.39M
USCWA
144
U.S. Capital Wealth Advisors
Texas
$3.31M -$26.5K -335 -0.8%
EH
145
Equitable Holdings
New York
$3.27M -$1.43M -18,024 -30%
FAIM
146
Financial Advocates Investment Management
Washington
$3.19M +$1.27M +15,811 +66%
TC
147
TownSquare Capital
Utah
$3.08M +$2.45M +30,983 +395%
PFG
148
Pacific Financial Group
Washington
$3.01M +$51.7K +653 +2%
Wealth Enhancement Advisory Services
149
Wealth Enhancement Advisory Services
Minnesota
$2.99M -$22K -278 -0.7%
MML Investors Services
150
MML Investors Services
Massachusetts
$2.98M +$563K +7,102 +23%