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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 %
FCG
651
Financial Connections Group
California
$16K
BWL
652
Bogart Wealth LLC
Virginia
$14.2K
TAIM
653
TD Ameritrade Investment Management
Nebraska
$14K -$1.91K -28 -12%
AWM
654
Atticus Wealth Management
Florida
$12.8K +$12.8K +188 New
HWA
655
HHM Wealth Advisors
Tennessee
$12.6K -$6.22K -91 -33%
TIM
656
Tortoise Investment Management
New York
$12.3K
AIM
657
Anchor Investment Management
South Carolina
$12K +$12K +175 New
NSIM
658
North Star Investment Management
Illinois
$11.9K
MPCG
659
Matrix Private Capital Group
New York
$10.9K
GG
660
Gleason Group
Kentucky
$10.3K +$68 +1 +0.7%
BAM
661
Baldrige Asset Management
Pennsylvania
$10K -$2.91K -43 -23%
CJL
662
Cyrus J. Lawrence
New York
$10K +$10K +154 New
AWM
663
Accel Wealth Management
Iowa
$9.84K
CCA
664
Column Capital Advisors
Indiana
$9.56K
CWA
665
Clearview Wealth Advisors
Oregon
$9.56K
SC
666
Stephens Consulting
Michigan
$9.29K
GFWA
667
Grey Fox Wealth Advisors
Delaware
$9.02K +$9.02K +132 New
KFS
668
Kelly Financial Services
Massachusetts
$8.82K
CMBA
669
C.M. Bidwell & Associates
Hawaii
$8.47K
TC
670
Trust Company
Kansas
$7K
AIC
671
Archer Investment Corporation
Indiana
$6.01K
MCM
672
MV Capital Management
Maryland
$5.87K -$21.5K -315 -79%
RCM
673
Rain Capital Management
Oregon
$5.83K
SIM
674
Studio Investment Management
Illinois
$5.4K -$1.3K -19 -19%
HR
675
Howe & Rusling
New York
$5.19K +$3.14K +46 +153%