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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.

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 Market Value Shares Shares
Change
Shares
Change %
KeyBank National Association
26
KeyBank National Association
Ohio
$44.1M 645,221 -2,855 -0.4%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$42.2M 618,036 -22,354 -3%
HighTower Advisors
28
HighTower Advisors
Illinois
$39.1M 572,238 -23,561 -4%
WJA
29
Willis Johnson & Associates
Texas
$36M 526,773 +25,680 +5%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$35.4M 518,783 +23,693 +5%
RFC
31
Regions Financial Corp
Alabama
$34.3M 502,591 +9,556 +2%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$34M 497,196 -90,132 -15%
TWM
33
Tanglewood Wealth Management
Texas
$32.3M 472,286 -13,328 -3%
JIC
34
Joel Isaacson & Co
New York
$30.3M 443,166 +14,820 +3%
JPMPWA
35
J.P. Morgan Private Wealth Advisors
California
$30.1M 441,135 -10,614 -2%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$27.8M 406,811 +7,512 +2%
Lido Advisors
37
Lido Advisors
California
$26.2M 383,624 +185,746 +94%
Osaic Holdings
38
Osaic Holdings
Arizona
$24M 350,915 +29,673 +9%
CCWM
39
Cassaday & Co Wealth Management
Virginia
$23.8M 348,301 +348,301 New
1IA
40
1834 Investment Advisors
Wisconsin
$23.7M 346,991 -10,301 -3%
AAP
41
Arax Advisory Partners
Colorado
$22.1M 323,173 +322,424 +43,047%
SL
42
Salomon & Ludwin
Virginia
$21.4M 313,619 -1,348 -0.4%
CDIA
43
Capital Directions Investment Advisors
Georgia
$20.7M 302,999 +302,999 New
RW
44
Reframe Wealth
Virginia
$20.7M 302,999 +302,999 New
SPIA
45
Steward Partners Investment Advisory
New York
$20.6M 301,494 +22,484 +8%
Stifel Financial
46
Stifel Financial
Missouri
$18.4M 269,797 +53,201 +25%
CAL
47
Capital Advisors Ltd
Ohio
$16M 233,651 +2 +0%
SFI
48
SPC Financial Inc
Maryland
$14.7M 215,590 -8,528 -4%
CC
49
Courier Capital
New York
$14.6M 213,896 +3,087 +1%
FMC
50
First Merchants Corp
Indiana
$13.5M 198,049 -13,453 -6%