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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 %
NIM
501
Northeast Investment Management
Massachusetts
$252K +$252K +3,256 New
BRWA
502
B. Riley Wealth Advisors
Florida
$251K -$229K -2,969 -48%
BWM
503
Benchmark Wealth Management
Connecticut
$248K
IC
504
IEQ Capital
California
$248K +$309 +4 +0.1%
MGIA
505
Matthew Goff Investment Advisor
Texas
$247K +$247K +3,199 New
SS
506
Simplicity Solutions
Minnesota
$247K +$247K +3,203 New
AIA
507
Arcadia Investment Advisors
Idaho
$247K
SKK
508
Shepherd Kaplan Krochuk
Massachusetts
$244K -$100K -1,296 -29%
KCM
509
Kendall Capital Management
Maryland
$244K
V
510
VeraBank
Texas
$243K
SIS
511
SVB Investment Services
Utah
$240K
DT
512
Diversified Trust
Tennessee
$240K +$45K +582 +23%
RWP
513
Revolve Wealth Partners
New Jersey
$238K -$13K -168 -5%
HTC
514
Haverford Trust Company
Pennsylvania
$236K -$5.03K -65 -2%
AWA
515
Arete Wealth Advisors
Illinois
$233K +$463 +6 +0.2%
CA
516
CoreCap Advisors
Michigan
$232K -$10.4K -135 -4%
CWM
517
Connecticut Wealth Management
Connecticut
$232K -$3.94K -51 -2%
PPP
518
Private Portfolio Partners
New Jersey
$232K +$232K +3,000 New
SG
519
StoneX Group
New York
$231K -$174K -2,252 -43%
BSWA
520
Bromfield Sneider Wealth Advisors
Massachusetts
$231K
EA
521
Eclectic Associates
California
$229K
CG
522
CFO4Life Group
Texas
$228K
AWA
523
Aaron Wealth Advisors
Illinois
$228K +$228K +17,617 New
HIA
524
Harbor Investment Advisory
Maryland
$227K
TF
525
Tompkins Financial
New York
$227K +$160K +2,065 +239%