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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 %
HCC
476
Hirtle Callaghan & Co
Pennsylvania
$274K -$21.7K -281 -7%
PWP
477
Personal Wealth Partners
Minnesota
$274K
MP
478
McDonald Partners
Ohio
$274K +$274K +3,540 New
TNB
479
Thomasville National Bank
Georgia
$273K -$5.8K -75 -2%
KWMG
480
King Wealth Management Group
Florida
$273K
MWM
481
Modera Wealth Management
New Jersey
$270K -$12.3K -159 -4%
MWM
482
Mission Wealth Management
California
$270K
BSI
483
Bennett Selby Investments
Maine
$270K
MA
484
MKT Advisors
California
$270K
CAM
485
Concorde Asset Management
Michigan
$268K +$74.2K +962 +38%
HBW
486
Hazlett, Burt & Watson
West Virginia
$268K +$268K +3,454 New
TFS
487
Thoroughbred Financial Services
Tennessee
$263K +$9.64K +125 +4%
LW
488
Linscomb Wealth
Texas
$263K +$73.7K +952 +39%
SCA
489
Sandy Cove Advisors
Massachusetts
$262K +$77 +1 +0%
MMHP
490
Murphy Middleton Hinkle & Parker
Georgia
$262K +$309 +4 +0.1%
CT
491
Cambridge Trust
Massachusetts
$261K +$219K +2,834 +517%
CCM
492
Condor Capital Management
New Jersey
$259K +$17.6K +228 +7%
GRP
493
Global Retirement Partners
California
$259K +$259K +3,894 New
GPA
494
Garrison Point Advisors
California
$257K
KIG
495
Kowal Investment Group
Wisconsin
$255K +$463 +6 +0.2%
WA
496
Wambolt & Associates
Colorado
$255K +$13.8K +176 +6%
AI
497
Accredited Investors
Minnesota
$255K +$255K +3,301 New
OSAM
498
O'Shaughnessy Asset Management
Connecticut
$254K +$2.32K +30 +0.9%
DY
499
Dowling & Yahnke
California
$253K
MIH
500
Meitav Investment House
Israel
$252K