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iShares S&P Mid-Cap 400 Growth ETF

725 hedge funds and large institutions have $5.23B invested in iShares S&P Mid-Cap 400 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 211 increasing their positions, 227 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
725
Holders Change
+9
Holders Change %
+1.26%
% of All Funds
11.43%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.36%
New
57
Increased
211
Reduced
227
Closed
42
Calls
$1.07M
Puts
$390K
Net Calls
+$683K
Net Calls Change
+$790K
Name Holding Trade Value Shares
Change
Shares
Change %
PS
401
Planned Solutions
California
$441K
IA
402
IFG Advisors
Missouri
$441K
CT
403
Columbia Trust
Oregon
$439K +$2.93K +39 +0.7%
WTB
404
Washington Trust Bank
Washington
$438K -$10.7K -142 -2%
MWM
405
Mattern Wealth Management
Kansas
$437K -$29.8K -397 -6%
CFS
406
CRA Financial Services
New Jersey
$437K -$1.5K -20 -0.3%
BB
407
Busey Bank
Illinois
$430K -$33.8K -450 -7%
SIM
408
Stratos Investment Management
Ohio
$429K +$19.5K +260 +5%
HH
409
Hilltop Holdings
Texas
$425K -$3.75K -50 -0.9%
MCM
410
Mainstay Capital Management
Michigan
$425K +$15.5K +206 +4%
DP
411
Denver PWM
Colorado
$421K +$968 +13 +0.2%
BJL
412
Brighton Jones LLC
Washington
$419K +$177K +2,363 +73%
CCA
413
Cobblestone Capital Advisors
New York
$418K -$98.6K -1,315 -19%
SDWMA
414
Schneider Downs Wealth Management Advisors
Pennsylvania
$417K
DA
415
Doliver Advisors
Texas
$416K
MWM
416
Mission Wealth Management
California
$414K +$4.88K +65 +1%
HCMT
417
Highland Capital Management (Tennessee)
Tennessee
$412K +$31.5K +420 +8%
6F
418
626 Financial
Michigan
$404K
IIC
419
Integrated Investment Consultants
Michigan
$403K -$4.28K -57 -1%
IA
420
Insight Advisors
Pennsylvania
$395K +$375 +5 +0.1%
EWM
421
Evercore Wealth Management
New York
$392K
PCH
422
PGIM Custom Harvest
New Jersey
$390K
CS
423
Comerica Securities
Michigan
$389K +$7.13K +95 +2%
LNC
424
Lincoln National Corp
Pennsylvania
$389K +$21.7K +290 +6%
NCM
425
NCM Capital Management
New Jersey
$382K