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iShares S&P Mid-Cap 400 Growth ETF

732 hedge funds and large institutions have $5.74B invested in iShares S&P Mid-Cap 400 Growth ETF in 2021 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 201 increasing their positions, 203 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
+88
Holders Change %
+13.66%
% of All Funds
11.31%
Holding in Top 10
27
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+35%
% of All Funds
0.42%
New
122
Increased
201
Reduced
203
Closed
22
Calls
$1.55M
Puts
$1K
Net Calls
+$1.55M
Net Calls Change
-$3.14M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
626
Sugarloaf Wealth Management
Georgia
$76K
TF
627
Tompkins Financial
New York
$74K
AIA
628
Armor Investment Advisors
North Carolina
$72K
MWA
629
Moser Wealth Advisors
Washington
$72K
KSWA
630
Kathleen S. Wright Associates
Pennsylvania
$71K +$71K +832 New
MIM
631
Macroview Investment Management
Maryland
$70K -$5.25K -62 -7%
ANBT
632
American National Bank & Trust
Texas
$70K
CIAS
633
Capital Investment Advisory Services
North Carolina
$70K
ZIG
634
Zullo Investment Group
Pennsylvania
$70K +$70K +818 New
SIC
635
Salem Investment Counselors
North Carolina
$66K
IIL
636
Insight Inv LLC
California
$66K +$66K +772 New
CA
637
Crewe Advisors
Utah
$66K +$66K +778 New
DAC
638
Dividend Assets Capital
South Carolina
$65K
FCA
639
FinTrust Capital Advisors
South Carolina
$65K
FFA
640
Founders Financial Alliance
North Carolina
$64K
MFC
641
Mechanics Financial Corp
Ohio
$64K +$64K +746 New
CNBTD
642
Citizens National Bank Trust Department
Mississippi
$62K +$62K +724 New
BW
643
Bison Wealth
Georgia
$61K -$243K -2,864 -80%
JGIA
644
Jackson Grant Investment Advisers
Connecticut
$59K +$85 +1 +0.1%
SQA
645
Simon Quick Advisors
New Jersey
$57K
PMFA
646
Plante Moran Financial Advisors
Michigan
$57K +$17.9K +208 +46%
HC
647
Hoese & Co
Minnesota
$56K
JFGIW
648
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$55K
Bessemer Group
649
Bessemer Group
New Jersey
$53K
HWA
650
HHM Wealth Advisors
Tennessee
$53K