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iShares S&P Mid-Cap 400 Growth ETF
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Overview Fund Activity

644 hedge funds and large institutions have $5.18B invested in iShares S&P Mid-Cap 400 Growth ETF in 2021 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 164 increasing their positions, 210 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
644
Holders Change
-10
Holders Change %
-1.53%
% of All Funds
11.31%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.35%
New
44
Increased
164
Reduced
210
Closed
44
Calls
$4.7M
Puts
$5K
Net Calls
+$4.69M
Net Calls Change
+$3.47M

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$105M
2
CIAS
2
CFS Investment Advisory Services
New Jersey
$5.74M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$193M
4
JWA
4
JFS Wealth Advisors
Pennsylvania
$4.7M
5
Mariner
5
Mariner
Kansas
$13.2M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$1K
2
Wells Fargo
2
Wells Fargo
California
$833M
3
Morgan Stanley
3
Morgan Stanley
New York
$514M
4
Goldman Sachs
4
Goldman Sachs
New York
$253M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$54.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
226
Financial Advocates Investment Management
Washington
$1.04M +$32.9K +411 +3%
FB
227
Fulton Bank
Pennsylvania
$1.04M – – –
CAL
228
Capital Analysts LLC
Pennsylvania
$1.04M +$2.61K +33 +0.3%
BOPW
229
Brandywine Oak Private Wealth
Pennsylvania
$1.03M – – –
SWM
230
Spire Wealth Management
Virginia
$1.03M -$163K -2,051 -14%
PA
231
PFG Advisors
Arizona
$1.01M -$5.46K -69 -0.5%
CBN
232
Cadence Bank NA
Texas
$1M -$20.3K -256 -2%
DP
233
Dearborn Partners
Illinois
$991K -$51.1K -645 -5%
PCG
234
Private Capital Group
Connecticut
$989K – – –
CFA
235
Carroll Financial Associates
North Carolina
$970K – – –
GL
236
Graypoint LLC
New York
$967K +$36.4K +460 +4%
BSB
237
Bangor Savings Bank
Maine
$961K -$2.46K -31 -0.3%
CG
238
Corundum Group
Colorado
$950K -$18.4K -232 -2%
APA
239
American Portfolios Advisors
New York
$942K +$56.4K +712 +6%
WTC
240
WhitTier Trust Company
Nevada
$939K – – –
HA
241
Harborview Advisors
Maine
$938K -$1.35K -17 -0.1%
HCIA
242
Hochman Cole Investment Advisors
Illinois
$937K -$172K -2,175 -16%
BHWM
243
Bar Harbor Wealth Management
New Hampshire
$933K -$165K -2,090 -15%
ECM
244
Evergreen Capital Management
Washington
$927K +$338K +4,260 +57%
BSW
245
Buckingham Strategic Wealth
Missouri
$917K -$37.2K -470 -4%
PFP
246
Pinnacle Financial Partners
Tennessee
$902K -$75.4K -952 -8%
PCMC
247
Private Capital Management (Colorado)
Colorado
$902K – – –
SFG
248
Sather Financial Group
Texas
$900K +$900K +11,360 New
MCM
249
Mainstay Capital Management
Michigan
$898K +$316K +3,982 +54%
MPWT
250
MassMutual Private Wealth & Trust
Connecticut
$890K -$1.27K -16 -0.1%
8 9
10
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