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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 %
WWM
401
Western Wealth Management
Colorado
$396K +$183K +2,365 +86%
NCM
402
NCM Capital Management
New Jersey
$393K
OPWM
403
Oakwell Private Wealth Management
Texas
$392K
CTC
404
Central Trust Company
Missouri
$388K -$188K -2,440 -33%
ATFA
405
All Terrain Financial Advisors
Minnesota
$388K
FW
406
FirstPurpose Wealth
Utah
$385K +$2.16K +28 +0.6%
VIA
407
Vickerman Investment Advisors
Washington
$382K -$23.4K -332 -6%
BFEC
408
Benjamin F. Edwards & Company
Missouri
$382K +$232 +3 +0.1%
HSA
409
HBK Sorce Advisory
Pennsylvania
$380K
TWP
410
Total Wealth Planning
Ohio
$377K +$297K +3,839 +368%
SMG
411
Spectrum Management Group
Indiana
$374K
WT
412
Whittier Trust
California
$370K
PFGIA
413
Patriot Financial Group Insurance Agency
Massachusetts
$369K +$19.5K +252 +6%
SB
414
Strategic Blueprint
Georgia
$369K +$91.5K +1,184 +33%
SBWIC
415
Schaper Benz & Wise Investment Counsel
Wisconsin
$364K
ATC
416
Argent Trust Co
Tennessee
$364K
BBNA
417
Bremer Bank National Association
Minnesota
$363K
Fayez Sarofim & Co
418
Fayez Sarofim & Co
Texas
$362K
GSWM
419
Golden State Wealth Management
California
$361K -$10.8K -140 -3%
ECM
420
Evergreen Capital Management
Washington
$359K
Renaissance Technologies
421
Renaissance Technologies
New York
$355K -$332K -4,300 -48%
SFG
422
Summit Financial Group
West Virginia
$355K
FPAS
423
Focus Partners Advisor Solutions
Missouri
$355K +$355K +4,592 New
FT
424
Fiduciary Trust
Massachusetts
$351K -$27K -350 -7%
CIC
425
Carnegie Investment Counsel
Ohio
$346K