IJK icon

iShares S&P Mid-Cap 400 Growth ETF

716 hedge funds and large institutions have $4.93B invested in iShares S&P Mid-Cap 400 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 211 increasing their positions, 228 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
716
Holders Change
+23
Holders Change %
+3.32%
% of All Funds
11.46%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.35%
New
77
Increased
211
Reduced
228
Closed
36
Calls
$136K
Puts
$243K
Net Calls
-$107K
Net Calls Change
-$285K
Name Holding Trade Value Shares
Change
Shares
Change %
PIAS
226
PCA Investment Advisory Services
Ohio
$1.12M +$1.12M +15,614 New
GRP
227
Global Retirement Partners
California
$1.12M +$829K +11,779 +289%
MA
228
MONECO Advisors
Connecticut
$1.11M -$48.3K -676 -4%
JWCA
229
J.W. Cole Advisors
Florida
$1.1M -$956K -13,363 -47%
VCA
230
Verdence Capital Advisors
Maryland
$1.09M +$1.09M +15,244 New
PFS
231
Prospera Financial Services
Texas
$1.08M +$1.08M +15,143 New
AIP
232
Ameritas Investment Partners
Nebraska
$1.08M
TFF
233
The Family Firm
Maryland
$1.08M +$2.93K +41 +0.3%
BlackRock
234
BlackRock
New York
$1.07M -$511K -7,149 -32%
CHA
235
Carmichael Hill & Associates
Maryland
$1.05M -$19.4K -271 -2%
GWM
236
GSB Wealth Management
Connecticut
$1.05M +$1.05M +14,698 New
WP
237
WealthShield Partners
North Carolina
$1.05M +$7.58K +106 +0.7%
VC
238
Vicus Capital
Pennsylvania
$1.03M -$131K -1,831 -11%
LIA
239
LBMC Investment Advisors
Tennessee
$1.03M +$787 +11 +0.1%
NA
240
NewEdge Advisors
Louisiana
$1.03M -$19.9K -282 -2%
WT
241
Whittier Trust
California
$1.01M -$463K -6,477 -31%
RWA
242
River Wealth Advisors
Pennsylvania
$1M -$363K -5,081 -27%
PFA
243
Pinnacle Family Advisors
Missouri
$993K +$993K +13,885 New
SCM
244
SOL Capital Management
Maryland
$988K +$67.2K +940 +7%
PAI
245
Pittenger & Anderson Inc
Nebraska
$987K
BFA
246
Bragg Financial Advisors
North Carolina
$980K -$20.9K -292 -2%
RWM
247
RKL Wealth Management
Pennsylvania
$965K +$2.15K +30 +0.2%
WMWM
248
Whitaker-Myers Wealth Managers
Ohio
$958K +$158K +2,216 +20%
CWAG
249
Compton Wealth Advisory Group
Virginia
$952K
PCA
250
Pallas Capital Advisors
Massachusetts
$951K