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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 %
AFG
326
Allegheny Financial Group
Pennsylvania
$565K +$565K +7,308 New
BHWM
327
Bar Harbor Wealth Management
New Hampshire
$558K -$93.9K -1,215 -14%
WP
328
WMS Partners
Maryland
$558K
WF
329
Welch & Forbes
Massachusetts
$557K
WP
330
WealthSource Partners
California
$557K
LNWTC
331
Laird Norton Wetherby Trust Company
Washington
$550K +$6.56K +85 +1%
PA
332
Parallel Advisors
California
$549K +$102K +1,297 +23%
IWN
333
Independent Wealth Network
Iowa
$548K -$20.2K -262 -4%
PWA
334
Peterson Wealth Advisors
Utah
$545K +$18.6K +241 +4%
T
335
TNF
Montana
$544K -$21K -284 -4%
PAM
336
Palisade Asset Management
Minnesota
$544K +$5.41K +70 +1%
DTC
337
Davidson Trust Company
Washington
$541K +$24.8K +321 +5%
WTC
338
WhitTier Trust Company
Nevada
$540K +$40.9K +530 +8%
CWM
339
Cahaba Wealth Management
Georgia
$537K +$500 +7 +0.1%
LFAS
340
Level Four Advisory Services
Texas
$535K -$127K -1,647 -19%
KTC
341
Kistler-Tiffany Companies
Pennsylvania
$534K +$232 +3 +0%
GWA
342
GGM Wealth Advisors
Maryland
$532K
NPF
343
Norris Perne & French
Michigan
$531K
AAS
344
Ameritas Advisory Services
Nebraska
$529K +$62.4K +807 +13%
CFG
345
Citizens Financial Group
Rhode Island
$528K +$696 +9 +0.1%
SW
346
SlateStone Wealth
Florida
$526K +$526K +6,813 New
FFN
347
Focus Financial Network
Minnesota
$525K -$563K -7,281 -52%
AF
348
Alerus Financial
North Dakota
$524K
AllianceBernstein
349
AllianceBernstein
Tennessee
$520K
TRCT
350
Tower Research Capital (TRC)
New York
$520K +$43.6K +564 +9%