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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.

New
Increased
Maintained
Reduced
Closed
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 %
Pathstone Holdings
151
Pathstone Holdings
New Jersey
$2.98M +$2.98M +37,653 New
APP
152
Avantax Planning Partners
Iowa
$2.86M -$2.54K -32 -0.1%
MYIA
153
Mount Yale Investment Advisors
Colorado
$2.82M +$2.82M +35,610 New
Mercer Global Advisors
154
Mercer Global Advisors
Colorado
$2.79M -$160K -2,026 -5%
SSW
155
Smith Shellnut Wilson
Mississippi
$2.78M -$57.3K -723 -2%
DWA
156
Dorsey Wright & Associates
California
$2.75M -$125K -1,578 -4%
PMG
157
ProVise Management Group
Florida
$2.74M +$82.5K +1,042 +3%
FCI
158
Financial Counselors Inc
Kansas
$2.73M
EFG
159
Embree Financial Group
Illinois
$2.71M +$2.71M +34,216 New
RPGK
160
Retirement Planning Group (Kansas)
Kansas
$2.63M -$52K -657 -2%
TRIA
161
Trail Ridge Investment Advisors
Colorado
$2.61M +$24.2K +305 +0.9%
GRP
162
Global Retirement Partners
California
$2.61M +$1.3M +16,673 +99%
CB
163
Commerce Bank
Missouri
$2.56M -$10.3K -130 -0.4%
SWM
164
Segment Wealth Management
Texas
$2.51M
DBIA
165
Dumont & Blake Investment Advisors
New Jersey
$2.49M -$15.9K -201 -0.6%
SIA
166
Soltis Investment Advisors
Utah
$2.46M +$104K +1,317 +4%
William Blair & Company
167
William Blair & Company
Illinois
$2.45M -$39.1K -494 -2%
Bessemer Group
168
Bessemer Group
New Jersey
$2.4M -$174K -2,200 -7%
CA
169
Clearstead Advisors
Ohio
$2.38M -$1.52M -19,160 -39%
VW
170
Vance Wealth
California
$2.35M -$52.8K -666 -2%
WG
171
Watchman Group
Texas
$2.35M +$410K +5,173 +21%
IF
172
Ironwood Financial
Arizona
$2.34M -$13.6K -172 -0.6%
CAM
173
Cresset Asset Management
Illinois
$2.32M -$3.25M -41,058 -58%
FTS
174
Fifth Third Securities
Ohio
$2.29M -$195K -2,467 -8%
SCM
175
Stordahl Capital Management
Colorado
$2.28M -$181K -2,281 -7%