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iShares S&P Mid-Cap 400 Growth ETF

693 hedge funds and large institutions have $4.8B invested in iShares S&P Mid-Cap 400 Growth ETF in 2022 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 200 increasing their positions, 224 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
693
Holders Change
+53
Holders Change %
+8.28%
% of All Funds
11.18%
Holding in Top 10
26
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+23.81%
% of All Funds
0.42%
New
96
Increased
200
Reduced
224
Closed
34
Calls
$287K
Puts
$109K
Net Calls
+$178K
Net Calls Change
-$269K
Name Holding Trade Value Shares
Change
Shares
Change %
IA
201
IFP Advisors
Florida
$1.31M -$297K -2,704 -19%
RWA
202
River Wealth Advisors
Pennsylvania
$1.3M -$18K -263 -1%
NAM
203
NTV Asset Management
West Virginia
$1.28M -$137K -2,000 -10%
Comerica Bank
204
Comerica Bank
Texas
$1.27M -$19.5K -273 -2%
SBH
205
Segall Bryant & Hamill
Illinois
$1.26M -$32.4K -475 -3%
CWM
206
C2C Wealth Management
Arizona
$1.26M -$1.96K -28 -0.2%
CAG
207
Crestwood Advisors Group
Massachusetts
$1.25M -$20.5K -300 -2%
ANTB
208
AMG National Trust Bank
Colorado
$1.2M -$60.8K -890 -5%
SFG
209
StrategIQ Financial Group
Indiana
$1.19M -$12K -175 -1%
PTC
210
Private Trust Company
Ohio
$1.18M -$159K -2,329 -12%
TC
211
TAGStone Capital
North Carolina
$1.17M -$23.3K -341 -2%
Natixis Advisors
212
Natixis Advisors
Massachusetts
$1.17M +$88.2K +1,291 +8%
Citigroup
213
Citigroup
New York
$1.16M -$32.3K -473 -3%
TCOV
214
Trust Company of Vermont
Vermont
$1.16M -$4.17K -61 -0.4%
AHC
215
Anderson Hoagland & Co
Missouri
$1.16M
HCA
216
Heck Capital Advisors
Wisconsin
$1.14M +$455K +6,660 +66%
WANY
217
Wealthspire Advisors (New York)
New York
$1.13M +$348K +5,092 +45%
AFG
218
Allegheny Financial Group
Pennsylvania
$1.13M +$28.3K +415 +3%
NFG
219
Nations Financial Group
Iowa
$1.12M -$9.22K -135 -0.8%
VC
220
Vicus Capital
Pennsylvania
$1.11M +$521K +7,629 +88%
MA
221
MONECO Advisors
Connecticut
$1.11M -$32K -469 -3%
KA
222
Kozak & Associates
Colorado
$1.11M +$3.01K +44 +0.3%
FHC
223
First Heartland Consultants
Missouri
$1.09M -$935K -13,683 -46%
EIP
224
Ellis Investment Partners
Pennsylvania
$1.08M +$8.33K +122 +0.8%
SG
225
Somerset Group
Minnesota
$1.08M -$91.5K -1,339 -8%