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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 %
TIA
201
Tiemann Investment Advisors
California
$1.52M +$53.3K +710 +4%
MWM
202
Maltin Wealth Management
New Jersey
$1.52M +$9.23K +123 +0.6%
RB
203
Renasant Bank
Mississippi
$1.51M
RJT
204
Raymond James Trust
Florida
$1.51M -$1.8K -24 -0.1%
FHA
205
First Horizon Advisors
Tennessee
$1.5M -$36.5K -487 -2%
CWM
206
C2C Wealth Management
Arizona
$1.5M +$112K +1,452 +8%
TCMP
207
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.48M -$69.4K -926 -4%
Franklin Resources
208
Franklin Resources
California
$1.48M +$48.9K +652 +3%
STA
209
Summit Trail Advisors
New York
$1.47M +$750 +10 +0.1%
FHC
210
First Heartland Consultants
Missouri
$1.39M -$1.2M -15,963 -46%
CAG
211
Crestwood Advisors Group
Massachusetts
$1.37M +$9.9K +132 +0.7%
NAM
212
NTV Asset Management
West Virginia
$1.35M
Natixis Advisors
213
Natixis Advisors
Massachusetts
$1.34M -$28.3K -377 -2%
UBV
214
United Bank (Virginia)
Virginia
$1.34M +$515K +6,866 +63%
WG
215
Watchman Group
Texas
$1.31M +$763K +10,175 +138%
PTC
216
Private Trust Company
Ohio
$1.3M -$2.1K -28 -0.2%
IWM
217
IHT Wealth Management
Illinois
$1.27M +$285K +3,802 +29%
TCOV
218
Trust Company of Vermont
Vermont
$1.27M
IAIM
219
International Assets Investment Management
Florida
$1.25M -$15.5K -206 -1%
SFG
220
StrategIQ Financial Group
Indiana
$1.25M -$41.1K -548 -3%
AHC
221
Anderson Hoagland & Co
Missouri
$1.24M
TC
222
TAGStone Capital
North Carolina
$1.23M -$56.2K -750 -4%
WANY
223
Wealthspire Advisors (New York)
New York
$1.23M -$11.4K -152 -0.9%
KA
224
Kozak & Associates
Colorado
$1.22M +$2.63K +35 +0.2%
GT
225
Glenmede Trust
Pennsylvania
$1.22M