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iShares S&P Mid-Cap 400 Growth ETF

725 hedge funds and large institutions have $5.23B invested in iShares S&P Mid-Cap 400 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 211 increasing their positions, 227 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
725
Holders Change
+9
Holders Change %
+1.26%
% of All Funds
11.43%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.36%
New
57
Increased
211
Reduced
227
Closed
42
Calls
$1.07M
Puts
$390K
Net Calls
+$683K
Net Calls Change
+$790K
Name Holding Trade Value Shares
Change
Shares
Change %
AIA
576
Arcadia Investment Advisors
Idaho
$185K
CB
577
CNB Bank
Pennsylvania
$185K
JEST
578
JTC Employer Solutions Trustee
Jersey
$177K
NSG
579
Nalls Sherbakoff Group
Tennessee
$166K
MA
580
Montag & Associates
Georgia
$158K
PIP
581
Peachtree Investment Partners
Florida
$154K +$225 +3 +0.1%
CFD
582
Creative Financial Designs
Indiana
$151K +$375 +5 +0.2%
Russell Investments Group
583
Russell Investments Group
United Kingdom
$151K +$151K +2,018 New
S
584
SignatureFD
Georgia
$149K +$15.2K +203 +11%
GWSG
585
GPS Wealth Strategies Group
Colorado
$147K +$14K +187 +11%
MIM
586
Macroview Investment Management
Maryland
$147K +$12.1K +161 +9%
FDCDDQ
587
Federation des caisses Desjardins du Quebec
Quebec, Canada
$141K
VNA
588
Valley National Advisers
Pennsylvania
$141K
VWM
589
Venturi Wealth Management
Texas
$138K
CFO
590
CVA Family Office
Colorado
$135K
PB
591
Pinnacle Bancorp
Nebraska
$132K
DAC
592
Dividend Assets Capital
South Carolina
$131K -$1.2K -16 -0.9%
HPC
593
HM Payson & Co
Maine
$128K -$35.7K -476 -22%
WPA
594
West Paces Advisors
Georgia
$126K
TCWA
595
Ten Capital Wealth Advisors
Washington
$125K
AA
596
Ancora Advisors
Ohio
$125K
KM
597
Kalos Management
Georgia
$125K -$5.63K -75 -4%
PP
598
PFS Partners
New Jersey
$122K -$19.1K -255 -14%
EWA
599
EverSource Wealth Advisors
Alabama
$121K
DSC
600
Duncker Streett & Co
Missouri
$119K