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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 %
SWM
201
Spire Wealth Management
Virginia
$2.42M -$58.7K -638 -2%
CIBC Private Wealth Group
202
CIBC Private Wealth Group
Georgia
$2.38M -$22.2K -241 -0.9%
ASN
203
Advisory Services Network
Georgia
$2.38M
SWP
204
Stratos Wealth Partners
Ohio
$2.32M +$121K +1,318 +6%
Natixis Advisors
205
Natixis Advisors
Massachusetts
$2.32M +$111K +1,207 +5%
OCM
206
One Capital Management
California
$2.31M -$1.93M -21,003 -45%
RJT
207
Raymond James Trust
Florida
$2.29M +$21.6K +235 +1%
SCM
208
Saxony Capital Management
Missouri
$2.24M +$341K +3,706 +18%
MA
209
Mutual Advisors
Nebraska
$2.24M +$409K +4,469 +22%
EDRIA
210
Edmonds Duncan Registered Investment Advisors
Kansas
$2.24M +$144K +1,567 +7%
APP
211
Avantax Planning Partners
Iowa
$2.23M -$573K -6,232 -20%
WFA
212
Wellspring Financial Advisors
Ohio
$2.21M +$391K +4,252 +21%
HIS
213
Harvest Investment Services
Illinois
$2.16M +$159K +1,733 +8%
D.E. Shaw & Co
214
D.E. Shaw & Co
New York
$2.16M +$1.88M +20,428 +657%
GT
215
Glenmede Trust
Pennsylvania
$2.13M -$15.3K -166 -0.7%
FMII
216
Farmers & Merchants Investments Inc
Nebraska
$2.1M -$7.35K -80 -0.3%
GJIA
217
Glass Jacobson Investment Advisors
Maryland
$2.07M +$5.61K +61 +0.3%
CCAM
218
Codex Capital Asset Management
Texas
$2.07M +$41.4K +450 +2%
JWCA
219
J.W. Cole Advisors
Florida
$2.07M +$306K +3,330 +17%
AA
220
Alesco Advisors
New York
$2.05M
CTC
221
Corundum Trust Company
South Dakota
$2.04M
MCC
222
Money Concepts Capital
Florida
$2.03M +$70.3K +765 +4%
Franklin Resources
223
Franklin Resources
California
$2.03M -$159K -1,701 -7%
PRWA
224
Platte River Wealth Advisors
Colorado
$2.02M -$54.1K -588 -3%
PPC
225
Park Place Capital
Alabama
$2.02M -$6.9K -75 -0.3%