iShares S&P Mid-Cap 400 Growth ETF
717 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
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more capital invested
Capital invested by funds: $ → $
less ownership
Funds ownership: →
7% less repeat investments, than reductions
Existing positions increased: 211 | Existing positions reduced: 228
15% less funds holding in top 10
Funds holding in top 10: 26 → 22 (-4)
44% less call options, than puts
Call options by funds: $136K | Put options by funds: $243K
Holders
717
Holding in Top 10
22
Calls
$136K
Puts
$243K
Top Buyers
| 1 | +$55.3M | |
| 2 | +$23.9M | |
| 3 | +$22.2M | |
| 4 |
SC
Savant Capital
Rockford,
Illinois
|
+$20.6M |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$11.6M |
Top Sellers
| 1 | -$43.5M | |
| 2 | -$23.7M | |
| 3 | -$21.4M | |
| 4 |
Wells Fargo
San Francisco,
California
|
-$21M |
| 5 |
CCWM
Cassaday & Co Wealth Management
Mclean,
Virginia
|
-$11.6M |