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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.

Holders
872
Holders Change
+20
Holders Change %
+2.35%
% of All Funds
12.62%
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 Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$623M 6,779,141 +41,794 +0.6%
Wells Fargo
2
Wells Fargo
California
$621M 6,756,570 -312,638 -4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$345M 3,754,753 +21,981 +0.6%
Bank of America
4
Bank of America
North Carolina
$341M 3,708,053 +354,008 +11%
MMEA
5
Main Management ETF Advisors
California
$278M 3,025,840 +74,120 +3%
UBS Group
6
UBS Group
Switzerland
$204M 2,221,654 +40,250 +2%
Goldman Sachs
7
Goldman Sachs
New York
$189M 2,050,776 -1,384,774 -40%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$180M 1,958,463 +36,837 +2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$158M 1,716,894 +77,735 +5%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$157M 1,710,719 -980,734 -36%
Ameriprise
11
Ameriprise
Minnesota
$135M 1,462,850 +33,527 +2%
Financial Engines Advisors
12
Financial Engines Advisors
California
$131M 1,424,782 -94,468 -6%
LPL Financial
13
LPL Financial
California
$116M 1,259,195 -181,527 -13%
RJA
14
Raymond James & Associates
Florida
$115M 1,250,272 +32,432 +3%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$95.1M 1,034,623 +188,909 +22%
DADC
16
D.A. Davidson & Co
Montana
$92.6M 1,007,144 +16,720 +2%
Northern Trust
17
Northern Trust
Illinois
$90.1M 979,575 +44,113 +5%
UFF
18
USA Financial Formulas
Michigan
$77.5M 843,148 +35,500 +4%
MM
19
Main Management
California
$77M 837,565 +1,182 +0.1%
MWA
20
Midland Wealth Advisors
Illinois
$76.7M 834,362 -6,459 -0.8%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$72.2M 785,267 +161,811 +26%
MCM
22
MAI Capital Management
Ohio
$68.9M 750,005 -8,006 -1%
MWM
23
Modern Wealth Management
Kansas
$67.8M 737,848 -31,192 -4%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$64.8M 705,022 -14,777 -2%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$63.2M 687,892 +16,702 +2%