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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 %
TAIM
676
TD Ameritrade Investment Management
Nebraska
$13K -$2.06K -28 -14%
TIM
677
Tortoise Investment Management
New York
$12.9K
NSIM
678
North Star Investment Management
Illinois
$12.4K
POIA
679
Pin Oak Investment Advisors
Texas
$12K +$12K +168 New
MPCG
680
Matrix Private Capital Group
New York
$11.4K
PSB
681
Piscataqua Savings Bank
New Hampshire
$11.4K -$11.4K -160 -50%
BAM
682
Baldrige Asset Management
Pennsylvania
$11K
GG
683
Gleason Group
Kentucky
$10.8K
AWM
684
Accel Wealth Management
Iowa
$10.3K
CCA
685
Column Capital Advisors
Indiana
$10K
CWA
686
Clearview Wealth Advisors
Oregon
$10K
SC
687
Stephens Consulting
Michigan
$9.73K
CBT
688
CoreFirst Bank & Trust
Kansas
$9.44K -$50.1K -700 -84%
GFWA
689
Grey Fox Wealth Advisors
Delaware
$9.44K
KFS
690
Kelly Financial Services
Massachusetts
$9.26K
CMBA
691
C.M. Bidwell & Associates
Hawaii
$8.87K
DIP
692
DT Investment Partners
Pennsylvania
$8.56K +$8.56K +120 New
TC
693
Trust Company
Kansas
$6.87K
AIC
694
Archer Investment Corporation
Indiana
$6.29K
RCM
695
Rain Capital Management
Oregon
$6.12K +$71 +1 +1%
SIM
696
Studio Investment Management
Illinois
$5.65K
AW
697
Avion Wealth
Texas
$5K
PFA
698
Pathway Financial Advisers
Indiana
$4.92K -$32.2K -451 -87%
NMG
699
New Millennium Group
Utah
$4.29K
FAM
700
Family Asset Management
South Carolina
$4.29K