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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 %
WB
551
WesBanco Bank
West Virginia
$203K
RIM
552
Rockbridge Investment Management
New York
$201K -$47.2K -605 -19%
TCM
553
Traynor Capital Management
Pennsylvania
$200K +$386 +5 +0.2%
CPA
554
Cardiff Park Advisors
California
$191K
S
555
SignatureFD
Georgia
$190K
CB
556
CNB Bank
Pennsylvania
$190K
EI
557
Ellevest Inc
New York
$187K
CCM
558
Colorado Capital Management
Colorado
$184K
JEST
559
JTC Employer Solutions Trustee
Jersey
$183K
PIP
560
Peachtree Investment Partners
Florida
$180K -$14.9K -192 -8%
TWA
561
TCI Wealth Advisors
Arizona
$178K -$12.1K -156 -6%
CIAS
562
CFS Investment Advisory Services
New Jersey
$176K +$174K +5,006,518 +7,522%
CFD
563
Creative Financial Designs
Indiana
$169K -$15.9K -206 -9%
FP
564
Financial Perspectives
Minnesota
$167K +$83.5K +1,080 +100%
BONH
565
Bank of New Hampshire
New Hampshire
$166K +$166K +2,152 New
MA
566
Montag & Associates
Georgia
$162K
GAM
567
Gemmer Asset Management
California
$153K
PP
568
PFS Partners
New Jersey
$146K
FDCDDQ
569
Federation des caisses Desjardins du Quebec
Quebec, Canada
$146K
VNA
570
Valley National Advisers
Pennsylvania
$144K
PB
571
Pinnacle Bancorp
Nebraska
$143K -$33.1K -428 -19%
PFBT
572
Parkside Financial Bank & Trust
Missouri
$143K
GWSG
573
GPS Wealth Strategies Group
Colorado
$139K +$16.6K +215 +14%
DI
574
Disciplined Investments
Oklahoma
$130K +$46.1K +595 +55%
Bessemer Group
575
Bessemer Group
New Jersey
$128K +$80.2K +1,040 +168%