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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 %
CNBTD
676
Citizens National Bank Trust Department
Mississippi
$21K
FA
677
Financial Avengers
California
$20.3K
BWM
678
Baystate Wealth Management
Massachusetts
$19.2K +$19.2K +256 New
MCM
679
Magnolia Capital Management
New York
$19K
FCG
680
Financial Connections Group
California
$18K
POIA
681
Pin Oak Investment Advisors
Texas
$17K +$3.4K +42 +25%
BWL
682
Bogart Wealth LLC
Virginia
$15.6K
AWM
683
Atticus Wealth Management
Florida
$14.1K
HWA
684
HHM Wealth Advisors
Tennessee
$13.8K
TIM
685
Tortoise Investment Management
New York
$13.5K
NSIM
686
North Star Investment Management
Illinois
$13.1K
PSB
687
Piscataqua Savings Bank
New Hampshire
$12K
MPCG
688
Matrix Private Capital Group
New York
$12K
GG
689
Gleason Group
Kentucky
$11.4K
JFGIW
690
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10.5K -$11.1K -148 -51%
CCA
691
Column Capital Advisors
Indiana
$10.5K
CWA
692
Clearview Wealth Advisors
Oregon
$10.5K
SC
693
Stephens Consulting
Michigan
$10.2K
CBT
694
CoreFirst Bank & Trust
Kansas
$9.9K
KFS
695
Kelly Financial Services
Massachusetts
$9.73K +$75 +1 +0.8%
DIP
696
DT Investment Partners
Pennsylvania
$9.32K
CMBA
697
C.M. Bidwell & Associates
Hawaii
$9.3K
AIC
698
Archer Investment Corporation
Indiana
$8.7K +$2.1K +28 +32%
RhumbLine Advisers
699
RhumbLine Advisers
Massachusetts
$7.5K +$7.5K +100 New
TC
700
Trust Company
Kansas
$7.2K