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iShares S&P Mid-Cap 400 Growth ETF

640 hedge funds and large institutions have $4.08B invested in iShares S&P Mid-Cap 400 Growth ETF in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 182 increasing their positions, 211 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
640
Holders Change
-19
Holders Change %
-2.88%
% of All Funds
11.07%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.36%
New
37
Increased
182
Reduced
211
Closed
48
Calls
$447K
Puts
Net Calls
+$447K
Net Calls Change
+$192K
Name Holding Trade Value Shares
Change
Shares
Change %
SSC
551
Syverson Strege & Co
Iowa
$67K
SC
552
Steph & Co
Wisconsin
$65K -$1.76K -28 -3%
AF
553
Affiance Financial
Minnesota
$65K
TAM
554
Townsend Asset Management
North Carolina
$62K
PO
555
Private Ocean
California
$62K
BA
556
Ballast Advisors
Minnesota
$62K
RP
557
Rice Partnership
Hawaii
$60K
BTI
558
Blue Trust Inc
Georgia
$60K
ST
559
Smithfield Trust
Pennsylvania
$57K
SWM
560
Sugarloaf Wealth Management
Georgia
$56K
CA
561
Crewe Advisors
Utah
$54K
AIA
562
Armor Investment Advisors
North Carolina
$53K
MWA
563
Moser Wealth Advisors
Washington
$53K
FCA
564
FinTrust Capital Advisors
South Carolina
$51K
ANBT
565
American National Bank & Trust
Texas
$51K +$6.89K +110 +16%
IIL
566
Insight Inv LLC
California
$49K
FFA
567
Founders Financial Alliance
North Carolina
$47K -$4.75K -76 -9%
AAP
568
Arax Advisory Partners
Colorado
$47K
CIAS
569
Capital Investment Advisory Services
North Carolina
$45K
Bank of Montreal
570
Bank of Montreal
Ontario, Canada
$44.2K -$1.08K -15,620 -2%
JGIA
571
Jackson Grant Investment Advisers
Connecticut
$44K +$188 +3 +0.4%
PMFA
572
Plante Moran Financial Advisors
Michigan
$42K
CTB
573
Country Trust Bank
Illinois
$42K +$17.6K +276 +72%
Bessemer Group
574
Bessemer Group
New Jersey
$39K
BWM
575
BerganKDV Wealth Management
Minnesota
$39K