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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 %
WP
326
WMS Partners
Maryland
$454K -$1.2K -19 -0.3%
VC
327
Veracity Capital
Georgia
$453K -$18.9K -299 -4%
BCM
328
Brookstone Capital Management
Illinois
$447K -$51.3K -793 -10%
GEA
329
Glen Eagle Advisors
New Jersey
$446K -$945 -15 -0.2%
WTB
330
Washington Trust Bank
Washington
$445K +$42.8K +680 +11%
PAM
331
Palisade Asset Management
Minnesota
$444K
GWA
332
GGM Wealth Advisors
Maryland
$442K
PWA
333
Peterson Wealth Advisors
Utah
$442K +$4.29K +68 +1%
PCIA
334
Prime Capital Investment Advisors
Kansas
$441K -$8.57K -136 -2%
WTC
335
WhitTier Trust Company
Nevada
$441K
PP
336
Prosperity Planning
Missouri
$441K +$43.6K +692 +11%
DTC
337
Davidson Trust Company
Washington
$438K -$15.9K -252 -4%
IA
338
Insight Advisors
Pennsylvania
$437K +$694 +11 +0.2%
KTC
339
Kistler-Tiffany Companies
Pennsylvania
$436K +$315 +5 +0.1%
WWM
340
Western Wealth Management
Colorado
$435K +$139K +2,195 +47%
CCA
341
Cobblestone Capital Advisors
New York
$434K -$36.9K -585 -8%
IWN
342
Independent Wealth Network
Iowa
$434K -$8.83K -140 -2%
NPF
343
Norris Perne & French
Michigan
$433K
CFG
344
Citizens Financial Group
Rhode Island
$431K
PFO
345
Pathstone Family Office
New Jersey
$430K +$215K +3,412 +100%
LFAS
346
Level Four Advisory Services
Texas
$429K -$6.42K -102 -1%
FFN
347
Focus Financial Network
Minnesota
$428K
AF
348
Alerus Financial
North Dakota
$428K
SIC
349
Sigma Investment Counselors
Michigan
$428K
B
350
Bailard
California
$426K