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iShares S&P Mid-Cap 400 Growth ETF

705 hedge funds and large institutions have $4.98B invested in iShares S&P Mid-Cap 400 Growth ETF in 2022 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 212 increasing their positions, 223 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
705
Holders Change
-27
Holders Change %
-3.69%
% of All Funds
11.16%
Holding in Top 10
21
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-22.22%
% of All Funds
0.33%
New
41
Increased
212
Reduced
223
Closed
59
Calls
$2.3M
Puts
Net Calls
+$2.3M
Net Calls Change
+$752K
Name Holding Trade Value Shares
Change
Shares
Change %
SFG
251
Sather Financial Group
Texas
$878K
MPWT
252
MassMutual Private Wealth & Trust
Connecticut
$869K
MWM
253
Marietta Wealth Management
Georgia
$867K
KFAA
254
Klaas Financial Asset Advisors
Illinois
$858K -$69.1K -895 -7%
BOPW
255
Brandywine Oak Private Wealth
Pennsylvania
$856K
PCG
256
Private Capital Group
Connecticut
$853K +$48.7K +630 +6%
LWANC
257
Laurel Wealth Advisors (North Carolina)
North Carolina
$851K +$464 +6 +0.1%
AWM
258
Avior Wealth Management
Nebraska
$849K -$489K -6,335 -37%
AWA
259
Arkadios Wealth Advisors
Georgia
$843K +$1.85K +24 +0.2%
SC
260
Savant Capital
Illinois
$835K
CC
261
Codex Capital
New York
$835K
IWM
262
IHT Wealth Management
Illinois
$829K -$5.02K -65 -0.6%
MIC
263
Meridian Investment Counsel
California
$822K
PPA
264
Parametric Portfolio Associates
Washington
$809K +$22.3K +289 +3%
BWA
265
BDO Wealth Advisors
Florida
$803K +$232 +3 +0%
MBT
266
Montecito Bank & Trust
California
$801K
CGA
267
Crescent Grove Advisors
Illinois
$790K -$62.4K -807 -7%
USCWA
268
U.S. Capital Wealth Advisors
Texas
$789K -$21.8K -282 -3%
HCA
269
Harbour Capital Advisors
Virginia
$787K
IWS
270
Insight Wealth Strategies
California
$781K +$1.08K +14 +0.1%
AL
271
ACAS LLC
California
$779K -$17.8K -230 -2%
BP
272
Ballentine Partners
Massachusetts
$771K
BPA
273
Beacon Pointe Advisors
California
$771K +$367K +4,745 +91%
OCM
274
Orser Capital Management
Texas
$768K +$353K +4,570 +85%
TI
275
Truepoint Inc
Ohio
$765K +$99.4K +1,287 +15%