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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 %
WP
476
WealthSource Partners
California
$264K -$37.4K -548 -12%
DIM
477
Delta Investment Management
California
$264K +$29.2K +428 +12%
AWM
478
Aprio Wealth Management
Georgia
$263K
SFG
479
Summit Financial Group
West Virginia
$262K
CCA
480
Clearwater Capital Advisors
Illinois
$261K
AT
481
American Trust
Kentucky
$261K -$135K -1,982 -34%
HCMT
482
Highland Capital Management (Tennessee)
Tennessee
$261K
NB
483
NBT Bank
New York
$261K
NP
484
NorthRock Partners
Minnesota
$259K +$259K +3,785 New
IBOK
485
Independence Bank of Kentucky
Kentucky
$257K
MC
486
Moors & Cabot
Massachusetts
$256K +$3.21K +47 +1%
HCP
487
Holt Capital Partners
Texas
$255K
CPSC
488
Carl P. Sherr & Co
Massachusetts
$252K
CFGS
489
Concourse Financial Group Securities
Alabama
$250K
SWM
490
SeaCrest Wealth Management
New York
$249K +$478 +7 +0.2%
Prudential Financial
491
Prudential Financial
New Jersey
$249K -$130K -1,898 -34%
GWS
492
Glassman Wealth Services
Virginia
$248K
AMG
493
Advisors Management Group
Wisconsin
$246K
ADL
494
Asset Dedication LLC
California
$245K +$30.6K +445 +14%
MFA
495
Mayflower Financial Advisors
Massachusetts
$241K +$241K +3,523 New
TNB
496
Thomasville National Bank
Georgia
$240K -$819 -12 -0.3%
BSI
497
Bennett Selby Investments
Maine
$239K
WWM
498
Western Wealth Management
Colorado
$236K -$235K -3,442 -50%
DAS
499
Dynamic Advisor Solutions
Arizona
$235K -$36.3K -531 -13%
NEWAS
500
N.E.W. Advisory Services
Wisconsin
$234K