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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.

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 Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$606M 8,874,782 -317,438 -3%
Morgan Stanley
2
Morgan Stanley
New York
$463M 6,785,436 +87,100 +1%
Bank of America
3
Bank of America
North Carolina
$264M 3,871,232 +614,913 +19%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$246M 3,608,435 +634,795 +21%
Goldman Sachs
5
Goldman Sachs
New York
$213M 3,117,882 -25,570 -0.8%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$144M 2,109,164 -26,014 -1%
UBS Group
7
UBS Group
Switzerland
$126M 1,840,480 -70,624 -4%
Financial Engines Advisors
8
Financial Engines Advisors
California
$120M 1,752,476 -28,697 -2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$109M 1,596,884 -4,738 -0.3%
MMEA
10
Main Management ETF Advisors
California
$103M 1,515,115 +462,560 +44%
RJA
11
Raymond James & Associates
Florida
$83.5M 1,222,997 -6,229 -0.5%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$77.9M 1,139,927 +248,824 +28%
Ameriprise
13
Ameriprise
Minnesota
$75.6M 1,105,332 +148,496 +16%
TA
14
Tiedemann Advisors
New York
$70.3M 1,028,993 +680,997 +196%
WSFS
15
Wilmington Savings Fund Society
Delaware
$66.9M 978,852 +69,563 +8%
DADC
16
D.A. Davidson & Co
Montana
$62.8M 919,002 +27,909 +3%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$58.1M 850,234 +320,260 +60%
LPL Financial
18
LPL Financial
California
$56.9M 832,994 +14,921 +2%
Northern Trust
19
Northern Trust
Illinois
$56.2M 823,536 -6,760 -0.8%
MCM
20
MAI Capital Management
Ohio
$53.3M 780,329 +38,570 +5%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$51.1M 747,541 -38,099 -5%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$50.6M 740,205 +25,129 +4%
MM
23
Main Management
California
$47.8M 699,990 +144,902 +26%
BF
24
BOK Financial
Oklahoma
$47.1M 690,047 +60,297 +10%
Truist Financial
25
Truist Financial
North Carolina
$44.5M 651,409 +16,372 +3%