IJK icon

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 %
OIA
326
OneDigital Investment Advisors
Kansas
$553K -$57.8K -846 -9%
GCM
327
Gables Capital Management
Florida
$547K
WTC
328
WhitTier Trust Company
Nevada
$547K +$69.7K +1,021 +15%
LPIC
329
LeJeune Puetz Investment Counsel
Michigan
$546K
AAS
330
Ameritas Advisory Services
Nebraska
$544K -$4.1K -60 -0.7%
OC
331
Oakworth Capital
Alabama
$541K
MMHP
332
Murphy Middleton Hinkle & Parker
Georgia
$540K +$308K +4,503 +132%
LFAS
333
Level Four Advisory Services
Texas
$538K +$72.4K +1,060 +16%
CAG
334
Curtis Advisory Group
California
$536K +$536K +7,844 New
AAG
335
Armstrong Advisory Group
Massachusetts
$534K +$534K +7,819 New
OWA
336
Octavia Wealth Advisors
Ohio
$533K +$1.91K +28 +0.4%
JIC
337
Johnson Investment Counsel
Ohio
$529K
AIM
338
Allen Investment Management
New York
$516K
MAM
339
MMA Asset Management
Pennsylvania
$514K
PCA
340
Personal Capital Advisors
California
$513K +$15.1K +221 +3%
CWM
341
Cahaba Wealth Management
Georgia
$511K -$2.6K -38 -0.5%
KTC
342
Kistler-Tiffany Companies
Pennsylvania
$503K +$30.7K +449 +6%
LPT
343
Legacy Private Trust
Wisconsin
$503K -$7.92K -116 -2%
PMG
344
Private Management Group
California
$498K
SC
345
SouthState Corp
Florida
$496K -$8.33K -122 -2%
WP
346
WMS Partners
Maryland
$492K
VC
347
Veracity Capital
Georgia
$491K +$68 +1 +0%
HP
348
Hyperion Partners
Pennsylvania
$488K +$488K +7,141 New
GIA
349
Gladstone Institutional Advisory
Florida
$486K -$60K -879 -11%
GEA
350
Glen Eagle Advisors
New Jersey
$482K -$1.57K -23 -0.3%