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iShares S&P Mid-Cap 400 Growth ETF

716 hedge funds and large institutions have $4.93B invested in iShares S&P Mid-Cap 400 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 211 increasing their positions, 228 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
716
Holders Change
+23
Holders Change %
+3.32%
% of All Funds
11.46%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.35%
New
77
Increased
211
Reduced
228
Closed
36
Calls
$136K
Puts
$243K
Net Calls
-$107K
Net Calls Change
-$285K
Name Holding Trade Value Shares
Change
Shares
Change %
SWMP
376
Signature Wealth Management Partners
New Jersey
$451K
CIA
377
Capital Investment Advisors
Georgia
$449K +$2.65K +37 +0.6%
LA
378
LexAurum Advisors
Kansas
$448K +$715 +10 +0.2%
MWM
379
Mattern Wealth Management
Kansas
$446K
WA
380
Wealthstream Advisors
New York
$444K
D
381
Dentgroup
Louisiana
$442K +$1.14K +16 +0.3%
BB
382
Busey Bank
Illinois
$442K
PWA
383
PCG Wealth Advisors
Kansas
$432K +$787 +11 +0.2%
B
384
Bailard
California
$428K -$32.6K -456 -7%
PFG
385
Pinnacle Financial Group
Illinois
$428K
WTB
386
Washington Trust Bank
Washington
$427K -$31.2K -436 -7%
BHWM
387
Bar Harbor Wealth Management
New Hampshire
$426K
RSWM
388
Robertson Stephens Wealth Management
California
$425K -$28.9K -404 -6%
FPAS
389
Focus Partners Advisor Solutions
Missouri
$424K +$28.6K +400 +7%
KBFS
390
Kohmann Bosshard Financial Services
Ohio
$422K
PS
391
Planned Solutions
California
$421K
IA
392
IFG Advisors
Missouri
$421K
CFS
393
CRA Financial Services
New Jersey
$418K -$48.6K -680 -10%
CT
394
Columbia Trust
Oregon
$416K -$375K -5,242 -47%
AllianceBernstein
395
AllianceBernstein
Tennessee
$413K +$143 +2 +0%
CWM
396
Cornerstone Wealth Management
Missouri
$411K +$411K +5,743 New
Citadel Advisors
397
Citadel Advisors
Florida
$409K +$348K +4,861 +564%
HH
398
Hilltop Holdings
Texas
$409K -$2.5K -35 -0.6%
SDWMA
399
Schneider Downs Wealth Management Advisors
Pennsylvania
$398K -$24.3K -340 -6%
DP
400
Denver PWM
Colorado
$397K -$6.13K -87 -2%