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iShares S&P Mid-Cap 400 Growth ETF

705 hedge funds and large institutions have $4.98B invested in iShares S&P Mid-Cap 400 Growth ETF in 2022 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 212 increasing their positions, 223 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
705
Holders Change
-27
Holders Change %
-3.69%
% of All Funds
11.16%
Holding in Top 10
21
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-22.22%
% of All Funds
0.33%
New
41
Increased
212
Reduced
223
Closed
59
Calls
$2.3M
Puts
Net Calls
+$2.3M
Net Calls Change
+$752K
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
651
BigSur Wealth Management
Florida
$28K +$28K +356 New
BC
652
Bartlett & Co
Ohio
$28K +$28K +362 New
BCWM
653
Bartlett & Co Wealth Management
Ohio
$28K +$28K +362 New
Koshinski Asset Management
654
Koshinski Asset Management
Illinois
$26K +$155 +2 +0.6%
SMA
655
Sage Mountain Advisors
Georgia
$25K
AA
656
Ancora Advisors
Ohio
$24K
PCFFS
657
Pacific Center for Financial Services
California
$24K
SIS
658
Sound Income Strategies
Florida
$24K
PAIM
659
Punch & Associates Investment Management
Minnesota
$23K
POIA
660
Pin Oak Investment Advisors
Texas
$23K
BWL
661
Bogart Wealth LLC
Virginia
$22K -$840 -11 -4%
CIA
662
Choate Investment Advisors
Massachusetts
$19K
FCG
663
Financial Connections Group
California
$18K
YAL
664
Your Advocates Ltd
Texas
$16K
HPC
665
HM Payson & Co
Maine
$15K
BAM
666
Baldrige Asset Management
Pennsylvania
$15K
AWM
667
Atticus Wealth Management
Florida
$15K
TIM
668
Tortoise Investment Management
New York
$14K
NSIM
669
North Star Investment Management
Illinois
$13K -$13K -174 -50%
HFA
670
HC Financial Advisors
California
$12K
MPCG
671
Matrix Private Capital Group
New York
$12K
GG
672
Gleason Group
Kentucky
$12K +$81 +1 +0.7%
BFC
673
Bedel Financial Consulting
Indiana
$11K -$31.7K -404 -74%
GLLW
674
Graves Light Lenhart Wealth
Virginia
$11K
CCA
675
Column Capital Advisors
Indiana
$11K