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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 %
LNC
401
Lincoln National Corp
Pennsylvania
$320K
OPWM
402
Oakwell Private Wealth Management
Texas
$320K +$45.1K +716 +16%
LW
403
Linscomb Wealth
Texas
$318K +$1.14K +18 +0.4%
BAM
404
Belpointe Asset Management
Nevada
$318K +$127K +2,017 +66%
ATFA
405
All Terrain Financial Advisors
Minnesota
$316K
PFA
406
Pure Financial Advisors
California
$316K +$6.42K +102 +2%
SI
407
Saxon Interests
Texas
$313K -$35.5K -526 -10%
FW
408
FirstPurpose Wealth
Utah
$313K -$1.76K -28 -0.6%
FT
409
Fiduciary Trust
Massachusetts
$311K
CTC
410
Central Trust Company
Missouri
$310K -$6.68K -106 -2%
HSA
411
HBK Sorce Advisory
Pennsylvania
$310K +$310K +4,916 New
TWP
412
Total Wealth Planning
Ohio
$308K
CWM
413
ClientFirst Wealth Management
Arkansas
$308K
SW
414
SVB Wealth
Massachusetts
$308K +$308K +4,889 New
RWM
415
Ritholtz Wealth Management
New York
$306K -$107K -1,695 -26%
SMG
416
Spectrum Management Group
Indiana
$305K
PA
417
Parallel Advisors
California
$302K -$141K -2,233 -32%
HFA
418
High Falls Advisors
New York
$302K -$25.2K -400 -8%
DBT
419
Dubuque Bank & Trust
Iowa
$299K
SBWIC
420
Schaper Benz & Wise Investment Counsel
Wisconsin
$297K
MFG
421
Merit Financial Group
Georgia
$296K +$34K +540 +13%
Fayez Sarofim & Co
422
Fayez Sarofim & Co
Texas
$295K
CI
423
CX Institutional
Indiana
$293K -$162K -2,574 -36%
MWM
424
Mission Wealth Management
California
$293K +$73K +1,160 +33%
ECM
425
Evergreen Capital Management
Washington
$292K