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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 %
AMG
101
Asset Management Group
Connecticut
$4.61M +$8.27K +107 +0.2%
EWA
102
EP Wealth Advisors
California
$4.6M -$262K -3,386 -5%
JWA
103
JFS Wealth Advisors
Pennsylvania
$4.37M -$225K -2,913 -5%
MA
104
MUFG Americas
New York
$4.34M +$451K +5,832 +12%
SS
105
Sunbelt Securities
Texas
$4.26M +$40.4K +514 +1%
RA
106
Rodgers & Associates
Pennsylvania
$4.25M +$78.5K +1,016 +2%
CAPTRUST Financial Advisors
107
CAPTRUST Financial Advisors
North Carolina
$4.21M +$631K +8,163 +18%
AAS
108
Avantax Advisory Services
Texas
$3.94M +$195K +2,533 +5%
SC
109
Slow Capital
California
$3.85M +$47.2K +611 +1%
LC
110
LTG Capital
Massachusetts
$3.76M -$95.1K -1,231 -2%
UB
111
UMB Bank
Missouri
$3.73M -$30.6K -396 -0.8%
OFS
112
Oldfather Financial Services
Nebraska
$3.6M +$202K +2,739 +6%
PSUF
113
People's United Financial
Connecticut
$3.51M -$293K -3,794 -8%
NCM
114
Neumann Capital Management
California
$3.41M
MWM
115
Meridian Wealth Management
Kentucky
$3.3M -$13.1K -169 -0.4%
MML Investors Services
116
MML Investors Services
Massachusetts
$3.25M -$1.64M -21,284 -34%
SPC
117
Sigma Planning Corp
Michigan
$3.15M -$1.13M -14,674 -26%
HF
118
HRT Financial
New York
$3.13M +$3.13M +40,472 New
PFG
119
Pacific Financial Group
Washington
$3.07M +$275K +3,554 +10%
SEIA
120
Signature Estate & Investment Advisors
California
$3.04M +$94.9K +1,228 +3%
SSW
121
Smith Shellnut Wilson
Mississippi
$3.02M -$257K -3,327 -8%
BAM
122
Barrett Asset Management
New York
$3M -$42.5K -550 -1%
PRWA
123
Platte River Wealth Advisors
Colorado
$2.97M -$25.5K -330 -0.9%
WFA
124
Wellspring Financial Advisors
Ohio
$2.97M -$17.5K -226 -0.6%
HWIS
125
Hancock Whitney Investment Services
Louisiana
$2.9M -$1.23M -15,887 -30%