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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 %
NWM
451
Nauset Wealth Management
Connecticut
$309K
BFM
452
Boston Financial Management
Massachusetts
$308K -$15.4K -200 -5%
HIM
453
Hanlon Investment Management
New Jersey
$306K +$9.36K +121 +3%
FWP
454
FAS Wealth Partners
Kansas
$303K +$49.9K +645 +20%
AUB
455
Atlantic Union Bankshares
Virginia
$302K
FNBTCON
456
First National Bank & Trust Co of Newtown
Pennsylvania
$301K
RRC
457
Relaxing Retirement Coach
Massachusetts
$300K
HCMT
458
Highland Capital Management (Tennessee)
Tennessee
$298K
IBOK
459
Independence Bank of Kentucky
Kentucky
$298K +$218K +2,828 +274%
DC
460
Davenport & Co
Virginia
$297K +$3.71K +48 +1%
CCA
461
Clearwater Capital Advisors
Illinois
$296K
LWM
462
Lyell Wealth Management
California
$292K +$9.64K +125 +3%
SWPG
463
Strategic Wealth Partners Group
Illinois
$290K
BJL
464
Brighton Jones LLC
Washington
$289K +$39.6K +513 +16%
GWM
465
Geneos Wealth Management
Colorado
$288K +$92.5K +1,200 +47%
CFGS
466
Concourse Financial Group Securities
Alabama
$282K -$480K -6,220 -63%
KIA
467
KCM Investment Advisors
California
$282K
GWS
468
Glassman Wealth Services
Virginia
$281K -$15.8K -204 -5%
IFWM
469
Institute for Wealth Management
Colorado
$280K
BCI
470
Brinker Capital Investments
Pennsylvania
$279K -$65.1K -842 -19%
WS
471
Wedbush Securities
California
$278K -$7.41K -96 -3%
AMG
472
Advisors Management Group
Wisconsin
$278K
DP
473
Denver PWM
Colorado
$277K -$36.7K -471 -12%
WPW
474
Waldron Private Wealth
Pennsylvania
$277K
HWM
475
Hohimer Wealth Management
Washington
$277K