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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
11.68%
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 %
TCMP
201
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.73M -$177K -2,237 -9%
RJT
202
Raymond James Trust
Florida
$1.72M +$103K +1,306 +6%
PA
203
PFG Advisors
Arizona
$1.71M -$38.8K -490 -2%
FWMM
204
Foundation Wealth Management (Missouri)
Missouri
$1.69M +$62K +782 +4%
AFC
205
AFT Forsyth & Company
Florida
$1.67M +$1.66K +21 +0.1%
TIA
206
Tiemann Investment Advisors
California
$1.66M +$60.8K +767 +4%
SFB
207
STAR Financial Bank
Indiana
$1.66M -$176K -2,216 -10%
AB
208
Atlas Brown
Kentucky
$1.64M -$5.15K -65 -0.3%
GJIA
209
Glass Jacobson Investment Advisors
Maryland
$1.64M -$79.2K -1,000 -5%
WFA
210
Wellspring Financial Advisors
Ohio
$1.63M +$3.01K +38 +0.2%
DIP
211
Davis Investment Partners
North Carolina
$1.63M
First Trust Advisors
212
First Trust Advisors
Illinois
$1.62M +$43.2K +545 +3%
MWM
213
Maltin Wealth Management
New Jersey
$1.62M +$10.6K +134 +0.7%
EC
214
Estate Counselors
Wisconsin
$1.59M +$1.59M +20,100 New
AWM
215
Apollon Wealth Management
South Carolina
$1.59M -$9.75M -123,037 -86%
AI
216
Atria Investments
North Carolina
$1.58M +$128K +1,619 +9%
FWTB
217
First Western Trust Bank
Colorado
$1.58M -$123K -1,556 -7%
FHA
218
First Horizon Advisors
Tennessee
$1.56M -$1.58K -20 -0.1%
CWM
219
C2C Wealth Management
Arizona
$1.54M -$5.12K -64 -0.3%
FFN
220
Focus Financial Network
Minnesota
$1.53M +$963K +12,154 +171%
EWA
221
ERTS Wealth Advisors
Michigan
$1.52M -$64.2K -811 -4%
Natixis Advisors
222
Natixis Advisors
Massachusetts
$1.52M +$59.9K +756 +4%
PAA
223
Peregrine Asset Advisers
Oregon
$1.51M -$555 -7 -0%
CAG
224
Crestwood Advisors Group
Massachusetts
$1.49M +$65K +821 +5%
RB
225
Renasant Bank
Mississippi
$1.48M