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iShares S&P Mid-Cap 400 Growth ETF

716 hedge funds and large institutions have $4.93B invested in iShares S&P Mid-Cap 400 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 211 increasing their positions, 228 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
716
Holders Change
+23
Holders Change %
+3.32%
% of All Funds
11.46%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.35%
New
77
Increased
211
Reduced
228
Closed
36
Calls
$136K
Puts
$243K
Net Calls
-$107K
Net Calls Change
-$285K
Name Holding Trade Value Shares
Change
Shares
Change %
ACA
651
Aptus Capital Advisors
Alabama
$29.8K +$72 +1 +0.2%
NFSG
652
Newbridge Financial Services Group
Florida
$28.9K +$71 +1 +0.2%
HDIM
653
Hanson & Doremus Investment Management
Vermont
$28K
MJRIC
654
Mogy Joel R Investment Counsel
California
$27.6K +$27.6K +386 New
CT
655
Clearstead Trust
Maine
$25.7K +$25.7K +360 New
HCM
656
Hollencrest Capital Management
California
$22.9K
WAM
657
Worth Asset Management
Texas
$22.9K +$22.9K +320 New
PCFFS
658
Pacific Center for Financial Services
California
$22K +$22K +308 New
FCMT
659
Founders Capital Management (Texas)
Texas
$22K
PAIM
660
Punch & Associates Investment Management
Minnesota
$21.5K
FPB
661
First PREMIER Bank
South Dakota
$21K -$35.8K -504 -63%
WIM
662
WealthPlan Investment Management
Nebraska
$20.7K +$20.7K +290 New
JFGIW
663
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20.6K
WIM
664
Westside Investment Management
California
$20.6K
CNBTD
665
Citizens National Bank Trust Department
Mississippi
$20K
FA
666
Financial Avengers
California
$19.3K
MCM
667
Magnolia Capital Management
New York
$18K +$18K +256 New
FCG
668
Financial Connections Group
California
$17K
HGERS
669
Householder Group Estate & Retirement Specialist
Arizona
$16K +$16K +224 New
FMTCOCP
670
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$15K +$15K +211 New
BWL
671
Bogart Wealth LLC
Virginia
$14.9K
AC
672
AlphaCore Capital
California
$14.3K +$14.3K +200 New
BA
673
Bristlecone Advisors
Washington
$14.2K +$14.2K +198 New
AWM
674
Atticus Wealth Management
Florida
$13.4K
HWA
675
HHM Wealth Advisors
Tennessee
$13.2K