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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 %
DI
626
Disciplined Investments
Oklahoma
$73.5K
RP
627
Rice Partnership
Hawaii
$72.8K
NBT
628
Northwest Bank & Trust
Iowa
$72K +$72K +960 New
SC
629
Steph & Co
Wisconsin
$71.6K -$5.78K -77 -7%
ST
630
Smithfield Trust
Pennsylvania
$69K
BTI
631
Blue Trust Inc
Georgia
$68K +$360 +5 +0.5%
SWM
632
Sugarloaf Wealth Management
Georgia
$66.6K
CA
633
Crewe Advisors
Utah
$64.4K
FFA
634
Founders Financial Alliance
North Carolina
$63.9K +$7.5K +100 +13%
MWA
635
Moser Wealth Advisors
Washington
$63K +$63K +840 New
ANBT
636
American National Bank & Trust
Texas
$62.6K
KSWA
637
Kathleen S. Wright Associates
Pennsylvania
$62.4K
IIL
638
Insight Inv LLC
California
$57.9K
SMA
639
Sage Mountain Advisors
Georgia
$54.4K
CIAS
640
Capital Investment Advisory Services
North Carolina
$54K
JGIA
641
Jackson Grant Investment Advisers
Connecticut
$53K +$150 +2 +0.3%
FCA
642
FinTrust Capital Advisors
South Carolina
$52.5K
CB
643
Centennial Bank
Arkansas
$52.2K
PMFA
644
Plante Moran Financial Advisors
Michigan
$49.8K
TIM
645
Thompson Investment Management
Wisconsin
$49.2K
CSPIA
646
Cary Street Partners Investment Advisory
Virginia
$48.1K +$75 +1 +0.2%
GBT
647
Grove Bank & Trust
Florida
$47.6K +$47.6K +635 New
BWM
648
BerganKDV Wealth Management
Minnesota
$46.8K
PA
649
PSI Advisors
Florida
$46.5K +$2.18K +29 +5%
SFCL
650
Strengthening Families & Communities LLC
Massachusetts
$46K +$74 +1 +0.2%