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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 %
MCA
376
MSH Capital Advisors
Arizona
$432K -$7.51K -110 -2%
SWMP
377
Signature Wealth Management Partners
New Jersey
$430K
LA
378
LexAurum Advisors
Kansas
$427K +$1.57K +23 +0.4%
CIA
379
Capital Investment Advisors
Georgia
$426K -$3K -44 -0.7%
DTC
380
Davidson Trust Company
Washington
$426K -$49K -718 -10%
MWM
381
Mattern Wealth Management
Kansas
$426K -$27.3K -400 -6%
HIA
382
Harbor Investment Advisory
Maryland
$425K +$224K +3,285 +112%
WA
383
Wealthstream Advisors
New York
$424K
T
384
TNF
Montana
$422K +$3.47K +47 +0.8%
BB
385
Busey Bank
Illinois
$422K
WG
386
Watchman Group
Texas
$421K +$421K +6,169 New
D
387
Dentgroup
Louisiana
$421K +$1.09K +16 +0.3%
MIA
388
MainStreet Investment Advisors
Illinois
$421K -$161K -2,360 -28%
PWA
389
PCG Wealth Advisors
Kansas
$411K -$410K -6,002 -50%
PFG
390
Pinnacle Financial Group
Illinois
$409K +$3.42K +50 +0.8%
BHWM
391
Bar Harbor Wealth Management
New Hampshire
$407K -$14.5K -212 -3%
MA
392
Mutual Advisors
Nebraska
$407K -$25.8K -377 -6%
TC
393
TownSquare Capital
Utah
$405K +$405K +5,925 New
SDWMA
394
Schneider Downs Wealth Management Advisors
Pennsylvania
$403K +$32.1K +470 +9%
KBFS
395
Kohmann Bosshard Financial Services
Ohio
$403K
PS
396
Planned Solutions
California
$402K
IA
397
IFG Advisors
Missouri
$402K
AllianceBernstein
398
AllianceBernstein
Tennessee
$394K +$32K +469 +9%
HH
399
Hilltop Holdings
Texas
$393K
DP
400
Denver PWM
Colorado
$391K +$143K +2,098 +58%