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iShares S&P Mid-Cap 400 Growth ETF

693 hedge funds and large institutions have $4.8B invested in iShares S&P Mid-Cap 400 Growth ETF in 2022 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 200 increasing their positions, 224 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
693
Holders Change
+53
Holders Change %
+8.28%
% of All Funds
11.18%
Holding in Top 10
26
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+23.81%
% of All Funds
0.42%
New
96
Increased
200
Reduced
224
Closed
34
Calls
$287K
Puts
$109K
Net Calls
+$178K
Net Calls Change
-$269K
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
276
Arkadios Wealth Advisors
Georgia
$740K +$820 +12 +0.1%
DIA
277
Dana Investment Advisors
Wisconsin
$739K -$1.23K -18 -0.2%
CC
278
Codex Capital
New York
$738K
MCC
279
Money Concepts Capital
Florida
$735K +$700K +10,252 +1,995%
SC
280
Savant Capital
Illinois
$727K +$11.1K +163 +2%
MIC
281
Meridian Investment Counsel
California
$727K
GFS
282
GYL Financial Synergies
Connecticut
$725K +$444K +6,497 +158%
FA
283
Financial Alternatives
California
$723K +$723K +10,584 New
NA
284
NewEdge Advisors
Louisiana
$713K +$8.56K +179 +1%
CG
285
Colony Group
Massachusetts
$712K +$1.98K +29 +0.3%
BWA
286
BDO Wealth Advisors
Florida
$704K +$3.01K +44 +0.4%
FNBT
287
FineMark National Bank & Trust
Florida
$700K -$20.9K -306 -3%
CA
288
Cetera Advisors
Colorado
$691K -$56.5K -827 -8%
HWA
289
Heartwood Wealth Advisors
Virginia
$690K +$690K +10,106 New
HCA
290
Harbour Capital Advisors
Virginia
$690K
FA
291
Fiduciary Alliance
South Carolina
$686K +$686K +10,046 New
SW
292
SlateStone Wealth
Florida
$685K -$56.4K -826 -8%
CGA
293
Crescent Grove Advisors
Illinois
$684K -$14.2K -208 -2%
BP
294
Ballentine Partners
Massachusetts
$681K
HSA
295
HBK Sorce Advisory
Pennsylvania
$672K +$336K +4,916 +100%
RDFA
296
Ritter Daniher Financial Advisory
Ohio
$670K -$127K -1,859 -16%
Renaissance Technologies
297
Renaissance Technologies
New York
$669K +$669K +9,800 New
PSF
298
Pacific Sun Financial
California
$653K -$24.6K -360 -4%
WF
299
Welch & Forbes
Massachusetts
$653K
TRCT
300
Tower Research Capital (TRC)
New York
$646K -$895K -13,089 -58%