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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 %
LAS
576
Lloyd Advisory Services
Georgia
$123K +$123K +1,592 New
DSC
577
Duncker Streett & Co
Missouri
$122K
TFO
578
Tarbox Family Office
California
$121K +$232 +3 +0.2%
RFWA
579
RPg Family Wealth Advisory
Massachusetts
$118K
COCM
580
Charter Oak Capital Management
New Hampshire
$118K
KSWA
581
Kathleen S. Wright Associates
Pennsylvania
$117K +$52.6K +680 +82%
WB
582
Webster Bank
Connecticut
$114K
LB
583
Legacy Bridge
Iowa
$113K
FCB
584
First Command Bank
Texas
$105K
FCFS
585
First Command Financial Services
Texas
$105K
SFCL
586
Strengthening Families & Communities LLC
Massachusetts
$105K +$233 +3 +0.2%
SAM
587
S.A. Mason
Michigan
$103K
ADL
588
Asset Dedication LLC
California
$95K +$70.5K +919 +287%
HCM
589
Horrell Capital Management
Arkansas
$94K
EWM
590
Endurance Wealth Management
Rhode Island
$94K
RA
591
Rise Advisors
New York
$91K -$3.85K -50 -4%
SSC
592
Syverson Strege & Co
Iowa
$91K
MHR
593
Matthew Hamilton Rosenberg
$87K
FF
594
FourThought Financial
Florida
$82K
SC
595
Steph & Co
Wisconsin
$82K
AW
596
Alaethes Wealth
Nevada
$82K
AF
597
Affiance Financial
Minnesota
$80K
ST
598
Smithfield Trust
Pennsylvania
$79K
Kayne Anderson Rudnick Investment Management
599
Kayne Anderson Rudnick Investment Management
California
$78K -$131K -1,695 -63%
CFO
600
CVA Family Office
Colorado
$78K