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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 %
IFWM
526
Institute for Wealth Management
Colorado
$212K -$35.5K -520 -14%
GWM
527
Geneos Wealth Management
Colorado
$211K
BS
528
Boenning & Scattergood
Pennsylvania
$209K +$209K +2,707 New
BJL
529
Brighton Jones LLC
Washington
$209K -$14.5K -212 -6%
BAAM
530
Baker Avenue Asset Management
California
$208K -$41.8K -612 -17%
HCM
531
Highview Capital Management
Illinois
$207K +$207K +3,034 New
SIC
532
Sterling Investment Counsel
New York
$205K -$68.3K -1,000 -25%
CWM
533
Connecticut Wealth Management
Connecticut
$205K +$205K +3,000 New
BSWA
534
Bromfield Sneider Wealth Advisors
Massachusetts
$204K
CA
535
CoreCap Advisors
Michigan
$203K +$203K +2,975 New
EA
536
Eclectic Associates
California
$203K +$203K +2,968 New
C
537
CFO4Life
Texas
$201K +$201K +2,950 New
CG
538
CFO4Life Group
Texas
$201K +$201K +2,950 New
HTC
539
Haverford Trust Company
Pennsylvania
$200K -$527K -7,712 -72%
TF
540
Tompkins Financial
New York
$200K
BBHC
541
Brown Brothers Harriman & Co
New York
$198K
HI
542
Harbour Investments
Wisconsin
$189K +$410 +6 +0.2%
EI
543
Ellevest Inc
New York
$188K +$22.9K +336 +14%
Qube Research & Technologies (QRT)
544
Qube Research & Technologies (QRT)
United Kingdom
$181K +$181K +2,651 New
AF
545
Allworth Financial
California
$181K +$683 +10 +0.4%
CB
546
CNB Bank
Pennsylvania
$176K +$7.65K +112 +5%
TCA
547
Trifecta Capital Advisors
Illinois
$173K +$173K +2,540 New
PIMG
548
Patriot Investment Management Group
Tennessee
$172K +$172K +2,376 New
Barclays
549
Barclays
United Kingdom
$171K +$171K +2,503 New
WBC
550
West Branch Capital
Massachusetts
$169K -$29.6K -434 -15%