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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 %
AP
626
Advisors Preferred
Maryland
$33.8K +$33.8K +499 New
CTA
627
Colonial Trust Advisors
South Carolina
$33.8K +$33.8K +495 New
ZIG
628
Zullo Investment Group
Pennsylvania
$33.6K
RIA
629
Realta Investment Advisors
Delaware
$32.6K +$1.71K +25 +6%
BFPW
630
BOK Financial Private Wealth
Colorado
$32.2K
SWA
631
Sutton Wealth Advisors
Florida
$32.2K
ECG
632
Edge Capital Group
Georgia
$32.2K +$32.2K +472 New
TFGT
633
TS Financial Group (TSFG)
Illinois
$30K
TFS
634
TrustCore Financial Services
Tennessee
$28.7K +$28.7K +420 New
ACA
635
Aptus Capital Advisors
Alabama
$28.4K +$68 +1 +0.2%
NFSG
636
Newbridge Financial Services Group
Florida
$27.5K +$68 +1 +0.2%
HDIM
637
Hanson & Doremus Investment Management
Vermont
$27K
LS
638
Leelyn Smith
Illinois
$25.4K
BC
639
Bartlett & Co
Ohio
$25K
BCWM
640
Bartlett & Co Wealth Management
Ohio
$24.7K
HCM
641
Hollencrest Capital Management
California
$21.9K +$21.9K +320 New
PSB
642
Piscataqua Savings Bank
New Hampshire
$21.9K
SIS
643
Sound Income Strategies
Florida
$21.3K
FCMT
644
Founders Capital Management (Texas)
Texas
$21K
PAIM
645
Punch & Associates Investment Management
Minnesota
$20.5K
JFGIW
646
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19.7K -$4.92K -72 -20%
CNBTD
647
Citizens National Bank Trust Department
Mississippi
$19K
EW
648
Element Wealth
Mississippi
$18.8K -$12.6K -184 -40%
FA
649
Financial Avengers
California
$18.4K +$18.4K +270 New
RBC
650
Romano Brothers & Co
Illinois
$17.8K +$17.8K +260 New