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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 %
SAM
576
S.A. Mason
Michigan
$91.2K
RA
577
Rise Advisors
New York
$87.5K +$205 +3 +0.2%
BONH
578
Bank of New Hampshire
New Hampshire
$87K +$5.71K +84 +7%
AA
579
Ancora Advisors
Ohio
$87K +$66K +967 +314%
HCM
580
Horrell Capital Management
Arkansas
$83K
CT
581
Cambridge Trust
Massachusetts
$82K -$64.8K -948 -44%
CPA
582
Cardiff Park Advisors
California
$82K
FCFS
583
First Command Financial Services
Texas
$77K
FCB
584
First Command Bank
Texas
$77K
MHR
585
Matthew Hamilton Rosenberg
$76.5K
TWM
586
Tradition Wealth Management
Minnesota
$75K +$83 +1 +0.1%
WAG
587
Windsor Advisory Group
Ohio
$73.5K +$73.5K +1,076 New
EWM
588
Endurance Wealth Management
Rhode Island
$71K -$1.64K -24 -2%
AF
589
Affiance Financial
Minnesota
$70.9K
SC
590
Steph & Co
Wisconsin
$70K
FP
591
Financial Perspectives
Minnesota
$69.6K -$74.3K -1,087 -52%
FPB
592
First PREMIER Bank
South Dakota
$69K +$38.8K +450 +129%
PO
593
Private Ocean
California
$67.6K
TAM
594
Townsend Asset Management
North Carolina
$67.1K
DI
595
Disciplined Investments
Oklahoma
$66.9K -$47.8K -700 -42%
BA
596
Ballast Advisors
Minnesota
$66.7K
RP
597
Rice Partnership
Hawaii
$66.3K +$956 +14 +1%
ST
598
Smithfield Trust
Pennsylvania
$62K
SWM
599
Sugarloaf Wealth Management
Georgia
$60.7K
BTI
600
Blue Trust Inc
Georgia
$59K