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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 %
AC
301
AWM Capital
Arizona
$645K
SAG
302
SageView Advisory Group
California
$638K +$638K +9,337 New
MBT
303
Montecito Bank & Trust
California
$632K -$6.83K -100 -1%
PCIA
304
Prime Capital Investment Advisors
Kansas
$630K +$152K +2,223 +32%
LWA
305
LWS Wealth Advisors
New Jersey
$629K -$49.4K -723 -7%
PCMC
306
Private Capital Management (Colorado)
Colorado
$621K -$68.3K -1,000 -10%
PPW
307
Parcion Private Wealth
Washington
$613K
VVP
308
Venture Visionary Partners
Ohio
$612K +$34.4K +503 +6%
AWM
309
Avior Wealth Management
Nebraska
$611K -$85.7K -1,254 -12%
TTWM
310
TCV Trust & Wealth Management
Virginia
$611K +$178K +2,603 +41%
OWA
311
Outlook Wealth Advisors
Texas
$607K -$604K -8,847 -50%
BSW
312
Buckingham Strategic Wealth
Missouri
$603K -$9.97K -146 -2%
BAM
313
Belpointe Asset Management
Nevada
$602K +$257K +3,757 +74%
TI
314
Truepoint Inc
Ohio
$596K -$78.7K -1,152 -12%
HSWM
315
Hubbell Strickland Wealth Management
Louisiana
$594K +$820 +12 +0.1%
NF
316
Norwood Financial
Pennsylvania
$593K -$58K -849 -9%
TF
317
TIAA FSB
Florida
$579K -$37.2K -544 -6%
PAS
318
Park Avenue Securities
New York
$576K -$431K -6,310 -43%
CHC
319
City Holding Co
West Virginia
$570K
Carson Wealth (CWM LLC)
320
Carson Wealth (CWM LLC)
Nebraska
$570K -$14K -205 -2%
CPIG
321
Chicago Partners Investment Group
Illinois
$563K +$5.8K +78 +1%
BPA
322
Beacon Pointe Advisors
California
$559K +$1.84K +27 +0.3%
GAM
323
Griffin Asset Management
New York
$558K +$12.9K +189 +2%
NSB
324
Norway Savings Bank
Maine
$558K -$40.5K -593 -7%
LWCFA
325
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$556K