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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 %
FW
426
FirstPurpose Wealth
Utah
$339K
PFA
427
Petra Financial Advisors
Colorado
$335K +$335K +4,901 New
VIA
428
Vickerman Investment Advisors
Washington
$334K -$24.8K -363 -7%
FT
429
Fiduciary Trust
Massachusetts
$331K -$5.12K -75 -2%
PA
430
Parallel Advisors
California
$327K
PFGIA
431
Patriot Financial Group Insurance Agency
Massachusetts
$325K -$21.8K -319 -6%
DBT
432
Dubuque Bank & Trust
Iowa
$324K
RWM
433
Ritholtz Wealth Management
New York
$323K -$8.54K -125 -3%
B
434
Bensler
Washington
$323K +$24.5K +359 +8%
SBWIC
435
Schaper Benz & Wise Investment Counsel
Wisconsin
$322K
TWP
436
Total Wealth Planning
Ohio
$321K -$12K -176 -4%
MFG
437
Merit Financial Group
Georgia
$321K +$68 +1 +0%
Fayez Sarofim & Co
438
Fayez Sarofim & Co
Texas
$320K
ECM
439
Evergreen Capital Management
Washington
$317K
SI
440
Saxon Interests
Texas
$316K -$5.27K -76 -2%
CIC
441
Carnegie Investment Counsel
Ohio
$314K +$8.33K +122 +3%
SW
442
SVB Wealth
Massachusetts
$314K -$19.8K -290 -6%
FFA
443
Fragasso Financial Advisors
Pennsylvania
$311K -$2.66K -39 -0.8%
SWPG
444
Strategic Wealth Partners Group
Illinois
$310K +$21.7K +318 +8%
LW
445
Linscomb Wealth
Texas
$310K -$35K -512 -10%
HR
446
Hardy Reed
Mississippi
$309K +$309K +4,531 New
SB
447
Strategic Blueprint
Georgia
$306K
SBIA
448
Sheaff Brock Investment Advisors
Indiana
$305K
WA
449
Wambolt & Associates
Colorado
$305K +$305K +4,464 New
HFA
450
High Falls Advisors
New York
$301K -$27.3K -400 -8%