IJK icon

iShares S&P Mid-Cap 400 Growth ETF

640 hedge funds and large institutions have $4.08B invested in iShares S&P Mid-Cap 400 Growth ETF in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 182 increasing their positions, 211 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
640
Holders Change
-19
Holders Change %
-2.88%
% of All Funds
11.07%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.36%
New
37
Increased
182
Reduced
211
Closed
48
Calls
$447K
Puts
Net Calls
+$447K
Net Calls Change
+$192K
Name Holding Trade Value Shares
Change
Shares
Change %
SA
276
Shilanski & Associates
Alaska
$636K +$636K +10,091 New
HCA
277
Heck Capital Advisors
Wisconsin
$635K -$17.7K -281 -3%
BP
278
Ballentine Partners
Massachusetts
$629K
LWA
279
LWS Wealth Advisors
New Jersey
$626K +$56.7K +900 +10%
PSF
280
Pacific Sun Financial
California
$625K +$24.6K +390 +4%
TI
281
Truepoint Inc
Ohio
$623K -$151K -2,397 -20%
RC
282
RegentAtlantic Capital
New Jersey
$622K
WF
283
Welch & Forbes
Massachusetts
$602K +$145K +2,309 +32%
NF
284
Norwood Financial
Pennsylvania
$601K +$16.9K +268 +3%
CIAS
285
CFS Investment Advisory Services
New Jersey
$593K +$583K +3,678,945 +5,733%
MBT
286
Montecito Bank & Trust
California
$589K -$56.9K -904 -9%
Cerity Partners
287
Cerity Partners
New York
$576K -$12K -191 -2%
TF
288
TIAA FSB
Florida
$569K -$31.4K -498 -5%
BSW
289
Buckingham Strategic Wealth
Missouri
$566K -$16K -253 -3%
PPW
290
Parcion Private Wealth
Washington
$566K
OIA
291
OneDigital Investment Advisors
Kansas
$564K -$63.1K -1,000 -10%
PWM
292
Perigon Wealth Management
California
$559K -$8.38K -133 -1%
NSB
293
Norway Savings Bank
Maine
$552K -$5.42K -86 -1%
WFM
294
Wolff Financial Management
Michigan
$549K -$6.43K -102 -1%
HSWM
295
Hubbell Strickland Wealth Management
Louisiana
$548K -$6.94K -110 -1%
VC
296
Vicus Capital
Pennsylvania
$546K +$112K +1,775 +26%
Carson Wealth (CWM LLC)
297
Carson Wealth (CWM LLC)
Nebraska
$538K +$22.9K +363 +4%
MIA
298
MainStreet Investment Advisors
Illinois
$537K
VVP
299
Venture Visionary Partners
Ohio
$533K
CHC
300
City Holding Co
West Virginia
$526K -$50.4K -800 -9%