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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 %
MIA
651
Milestone Investment Advisors
Wisconsin
$45.6K
MFC
652
Mechanics Financial Corp
Ohio
$40.2K
SIS
653
Sound Income Strategies
Florida
$38.9K +$6.53K +87 +20%
CTA
654
Colonial Trust Advisors
South Carolina
$37.1K
CPG
655
Cornerstone Planning Group
New Jersey
$35.6K +$35.6K +475 New
BFPW
656
BOK Financial Private Wealth
Colorado
$35.4K -$49.6K -661 -58%
SWA
657
Sutton Wealth Advisors
Florida
$35.4K
TFGT
658
TS Financial Group (TSFG)
Illinois
$35K
BA
659
Ballast Advisors
Minnesota
$33.9K
AIA
660
Armor Investment Advisors
North Carolina
$33K
ACA
661
Aptus Capital Advisors
Alabama
$31.4K +$75 +1 +0.2%
NFSG
662
Newbridge Financial Services Group
Florida
$30.4K +$75 +1 +0.2%
MAWA
663
Moss Adams Wealth Advisors
Washington
$30K -$10.5K -140 -26%
HDIM
664
Hanson & Doremus Investment Management
Vermont
$30K
BCWM
665
Bartlett & Co Wealth Management
Ohio
$27.2K -$45K -600 -62%
BC
666
Bartlett & Co
Ohio
$27K -$44.8K -600 -62%
CT
667
Clearstead Trust
Maine
$25.7K
WAM
668
Worth Asset Management
Texas
$24K
HCM
669
Hollencrest Capital Management
California
$24K
PCFFS
670
Pacific Center for Financial Services
California
$23.1K
PAIM
671
Punch & Associates Investment Management
Minnesota
$22.5K
FPB
672
First PREMIER Bank
South Dakota
$22K
HH
673
HWG Holdings
Texas
$21.9K +$21.9K +292 New
WIM
674
Westside Investment Management
California
$21.6K
JMF
675
Johnson Midwest Financial
Iowa
$21.5K +$21.5K +286 New