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iShares S&P Mid-Cap 400 Growth ETF

705 hedge funds and large institutions have $4.98B invested in iShares S&P Mid-Cap 400 Growth ETF in 2022 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 212 increasing their positions, 223 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
705
Holders Change
-27
Holders Change %
-3.69%
% of All Funds
11.16%
Holding in Top 10
21
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-22.22%
% of All Funds
0.33%
New
41
Increased
212
Reduced
223
Closed
59
Calls
$2.3M
Puts
Net Calls
+$2.3M
Net Calls Change
+$752K
Name Holding Trade Value Shares
Change
Shares
Change %
DPIM
51
Duff & Phelps Investment Management
Illinois
$13.3M
IFS
52
Ifrah Financial Services
Arkansas
$12.9M +$128K +1,657 +1%
LWAC
53
Laurel Wealth Advisors (California)
California
$12.9M +$1.64M +21,161 +15%
KAS
54
Kestra Advisory Services
Texas
$12.7M +$1.38M +17,858 +12%
TYCC
55
Texas Yale Capital Corp
Florida
$12.6M +$155 +2 +0%
HNB
56
Huntington National Bank
Ohio
$12.5M -$13.6M
HCM
57
Hudson Capital Management
New Jersey
$12.1M +$769K +9,958 +7%
Mariner
58
Mariner
Kansas
$12M -$1.18M -15,271 -9%
GIA
59
GHP Investment Advisors
Colorado
$11.5M +$317K +4,097 +3%
Baird Financial Group
60
Baird Financial Group
Wisconsin
$11.1M +$186K +2,410 +2%
BEC
61
Blue Edge Capital
Virginia
$11M -$439K -5,676 -4%
JF
62
JSF Financial
California
$10.5M +$10.5M +136,382 New
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$9.9M +$174K +2,257 +2%
SFP
64
Sterling Financial Planning
New Jersey
$9.37M +$230K +2,976 +3%
HSBC Holdings
65
HSBC Holdings
United Kingdom
$8.91M -$68.1K -881 -0.8%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$8.77M -$1.13M -14,562 -11%
BFM
67
Broadview Financial Management
Wisconsin
$8.39M -$1K -13 -0%
FHB
68
First Hawaiian Bank
Hawaii
$8.36M -$106K -1,366 -1%
IWA
69
Inspirion Wealth Advisors
Illinois
$8.06M +$1.38M +17,898 +21%
E
70
ETFidea
New York
$7.82M -$589K -7,624 -7%
FPFS
71
First Personal Financial Services
North Carolina
$7.57M -$91.7K -1,187 -1%
PAG
72
Private Advisor Group
New Jersey
$7.36M -$166K -2,152 -2%
GLA
73
Great Lakes Advisors
Illinois
$7.18M +$140K +1,809 +2%
CAM
74
Cresset Asset Management
Illinois
$7.18M +$195K +2,519 +3%
CA
75
Centerpoint Advisors
Massachusetts
$7.02M -$154K -1,998 -2%