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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.

New
Increased
Maintained
Reduced
Closed
Holders
872
Holders Change
+20
Holders Change %
+2.35%
% of All Funds
12.61%
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 Holding Trade Value Shares
Change
Shares
Change %
EWA
126
EP Wealth Advisors
California
$5.25M +$10.7K +116 +0.2%
SS
127
Sunbelt Securities
Texas
$5.25M -$254K -2,765 -5%
SPC
128
Sigma Planning Corp
Michigan
$5.14M -$798K -8,679 -13%
ITB
129
Idaho Trust Bank
Idaho
$4.98M +$919K +9,992 +23%
Envestnet Portfolio Solutions
130
Envestnet Portfolio Solutions
Illinois
$4.96M -$104K -1,135 -2%
BCM
131
Becker Capital Management
Oregon
$4.94M
CA
132
CoreCap Advisors
Michigan
$4.93M +$4.93M +53,583 New
Janney Montgomery Scott
133
Janney Montgomery Scott
Pennsylvania
$4.82M +$530K +5,764 +12%
FBB
134
Fulton Breakefield Broenniman
Maryland
$4.82M -$181K -1,969 -4%
TW
135
TritonPoint Wealth
Maryland
$4.81M +$210K +2,286 +5%
ATPW
136
Ashton Thomas Private Wealth
Arizona
$4.62M -$7.45K -81 -0.2%
CFG
137
Citizens Financial Group
Rhode Island
$4.56M +$385K +4,191 +9%
BA
138
Brightwater Advisory
Florida
$4.55M -$50.8K -553 -1%
PCTC
139
Perkins Coie Trust Company
Washington
$4.54M -$179K -1,944 -4%
Focus Partners Wealth
140
Focus Partners Wealth
Massachusetts
$4.51M -$15.3M -166,307 -77%
WAM
141
Weinberger Asset Management
California
$4.49M -$30.6K -333 -0.7%
ES
142
Eagle Strategies
New York
$4.4M +$4.4M +47,844 New
UB
143
UMB Bank
Missouri
$4.29M +$493K +5,368 +13%
CIAS
144
CFS Investment Advisory Services
New Jersey
$4.17M -$4.19M -45,567 -50%
FHB
145
First Hawaiian Bank
Hawaii
$4.13M -$931K -10,124 -18%
BWM
146
BKM Wealth Management
Wisconsin
$4.08M -$43K -468 -1%
SFS
147
Sharp Financial Services
Pennsylvania
$4.08M +$280K +3,041 +7%
LC
148
LTG Capital
Massachusetts
$4.05M -$31.3K -340 -0.8%
CWM
149
Circle Wealth Management
New Jersey
$4.04M
CWM
150
Cranbrook Wealth Management
Michigan
$3.94M -$53.8K -585 -1%