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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 %
MWM
426
Modera Wealth Management
New Jersey
$380K +$134K +1,787 +55%
MFWP
427
Mosaic Family Wealth Partners
Missouri
$379K
BIM
428
Bridges Investment Management
Nebraska
$378K -$12.5K -167 -3%
ECM
429
Evergreen Capital Management
Washington
$377K
PFA
430
Pure Financial Advisors
California
$376K
ATFA
431
All Terrain Financial Advisors
Minnesota
$375K
HTC
432
Haverford Trust Company
Pennsylvania
$373K -$17.9K -238 -5%
FW
433
FirstPurpose Wealth
Utah
$373K
BFEC
434
Benjamin F. Edwards & Company
Missouri
$372K +$225 +3 +0.1%
AUB
435
Atlantic Union Bankshares
Virginia
$369K +$76.3K +1,017 +26%
HSA
436
HBK Sorce Advisory
Pennsylvania
$369K -$825 -11 -0.2%
PFA
437
Petra Financial Advisors
Colorado
$368K +$368K +4,901 New
AWA
438
Aaron Wealth Advisors
Illinois
$360K
FT
439
Fiduciary Trust
Massachusetts
$359K
SAM
440
Sawgrass Asset Management
Florida
$354K +$354K +4,721 New
MFG
441
Merit Financial Group
Georgia
$353K +$13K +173 +4%
Fayez Sarofim & Co
442
Fayez Sarofim & Co
Texas
$351K
LWM
443
Lyell Wealth Management
California
$351K
VIA
444
Vickerman Investment Advisors
Washington
$348K
CWM
445
Cornerstone Wealth Management
Missouri
$347K -$83.2K -1,110 -19%
WPW
446
Waldron Private Wealth
Pennsylvania
$347K -$9.6K -128 -3%
TAM
447
Tocqueville Asset Management
New York
$346K
DBT
448
Dubuque Bank & Trust
Iowa
$344K
TWP
449
Total Wealth Planning
Ohio
$344K -$6.9K -92 -2%
CB
450
Community Bank
New York
$344K