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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 %
AIA
551
Arcadia Investment Advisors
Idaho
$169K
CF
552
Centaurus Financial
California
$164K -$22.2K -325 -12%
JEST
553
JTC Employer Solutions Trustee
Jersey
$161K
PIP
554
Peachtree Investment Partners
Florida
$159K +$205 +3 +0.1%
TWA
555
TCI Wealth Advisors
Arizona
$157K -$205 -3 -0.1%
SBL
556
Sargent Bickham Lagudis
Colorado
$151K +$148K +2,160 +4,500%
RFA
557
Resurgent Financial Advisors
Georgia
$146K +$146K +2,142 New
MA
558
Montag & Associates
Georgia
$143K
KM
559
Kalos Management
Georgia
$138K +$138K +2,017 New
CFD
560
Creative Financial Designs
Indiana
$137K -$12.9K -189 -9%
VNA
561
Valley National Advisers
Pennsylvania
$131K
PP
562
PFS Partners
New Jersey
$129K
FDCDDQ
563
Federation des caisses Desjardins du Quebec
Quebec, Canada
$129K
PFBT
564
Parkside Financial Bank & Trust
Missouri
$126K
CFO
565
CVA Family Office
Colorado
$123K
S
566
SignatureFD
Georgia
$122K -$43.6K -638 -26%
DAC
567
Dividend Assets Capital
South Carolina
$121K
PB
568
Pinnacle Bancorp
Nebraska
$120K
YDMI
569
Y.D. More Investments
Israel
$119K +$119K +1,740 New
MIM
570
Macroview Investment Management
Maryland
$116K +$17.7K +259 +18%
EWA
571
EverSource Wealth Advisors
Alabama
$110K +$110K +1,610 New
DSC
572
Duncker Streett & Co
Missouri
$108K
LB
573
Legacy Bridge
Iowa
$99.7K
QCG
574
Quadrant Capital Group
Ohio
$96.2K
SIC
575
Salem Investment Counselors
North Carolina
$91.4K