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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 %
SIA
126
Soltis Investment Advisors
Utah
$2.79M +$109K +1,408 +4%
CB
127
Commerce Bank
Missouri
$2.66M -$57.5K -744 -2%
AWS
128
Atria Wealth Solutions
New York
$2.63M +$2.63M +34,034 New
William Blair & Company
129
William Blair & Company
Illinois
$2.61M -$74.7K -967 -3%
BOS
130
Bank of Stockton
California
$2.59M -$779K -10,085 -23%
MGIA
131
Moneta Group Investment Advisors
Missouri
$2.51M +$6.41K +83 +0.3%
DBIA
132
Dumont & Blake Investment Advisors
New Jersey
$2.47M +$5.87K +76 +0.2%
TRIA
133
Trail Ridge Investment Advisors
Colorado
$2.46M +$268K +3,475 +12%
SWM
134
Segment Wealth Management
Texas
$2.45M
IF
135
Ironwood Financial
Arizona
$2.43M -$46.2K -588 -2%
Mercer Global Advisors
136
Mercer Global Advisors
Colorado
$2.42M +$1.77M +22,938 +276%
DC
137
Darrow Company
Massachusetts
$2.39M -$100K -1,296 -4%
FCBT
138
First Citizens Bank & Trust
North Carolina
$2.32M -$4.41M -57,134 -66%
SCM
139
Stordahl Capital Management
Colorado
$2.32M +$5.49K +71 +0.2%
CIBC Private Wealth Group
140
CIBC Private Wealth Group
Georgia
$2.29M +$168K +2,173 +8%
GW
141
GW & Wade
Massachusetts
$2.29M +$49.9K +646 +2%
ATPW
142
Ashton Thomas Private Wealth
Arizona
$2.28M +$982K +12,708 +76%
First Trust Advisors
143
First Trust Advisors
Illinois
$2.27M -$63.6K -823 -3%
V
144
Veritable
Delaware
$2.27M
RCAG
145
Rehmann Capital Advisory Group
Michigan
$2.24M +$23K +297 +1%
SSB
146
Sandy Spring Bank
Maryland
$2.22M -$123K -1,594 -5%
APP
147
Avantax Planning Partners
Iowa
$2.19M +$1.05M +13,572 +92%
SWP
148
Stratos Wealth Partners
Ohio
$2.12M +$82K +1,061 +4%
OC
149
Oppenheimer & Co
New York
$2.12M +$61.9K +801 +3%
AF
150
Advisornet Financial
Minnesota
$2.08M +$138K +1,785 +7%