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

640 hedge funds and large institutions have $4.08B invested in iShares S&P Mid-Cap 400 Growth ETF in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 182 increasing their positions, 211 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
640
Holders Change
-19
Holders Change %
-2.88%
% of All Funds
11.07%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.36%
New
37
Increased
182
Reduced
211
Closed
48
Calls
$447K
Puts
–
Net Calls
+$447K
Net Calls Change
+$192K

Top Buyers

1
MMEA
Main Management ETF Advisors
California
+$66.3M
2
MM
Main Management
California
+$35M
3
TWM
Tanglewood Wealth Management
Texas
+$30.6M
4
RJA
Raymond James & Associates
Florida
+$23.8M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$20.5M

Top Sellers

1
CDIA
Capital Directions Investment Advisors
Georgia
-$20.3M
2
Wells Fargo
Wells Fargo
California
-$16M
3
HNB
Huntington National Bank
Ohio
-$10.2M
4
Goldman Sachs
Goldman Sachs
New York
-$7.61M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$3.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
226
RKL Wealth Management
Pennsylvania
$844K -$6.75K -107 -0.8%
CWAG
227
Compton Wealth Advisory Group
Virginia
$839K -$92.8K -1,473 -10%
FRA
228
Front Row Advisors
California
$836K – – –
FB
229
Fulton Bank
Pennsylvania
$826K – – –
CB
230
Cadence Bank
Mississippi
$824K +$824K +13,080 New
BFA
231
Bragg Financial Advisors
North Carolina
$818K +$452K +7,174 +124%
CAL
232
Capital Analysts LLC
Pennsylvania
$808K -$8.76K -139 -1%
AWM
233
Apollon Wealth Management
South Carolina
$802K +$19.8K +314 +3%
GT
234
Glenmede Trust
Pennsylvania
$788K -$182K -2,893 -19%
SA
235
Sunesis Advisors
Kansas
$773K – – –
DP
236
Dearborn Partners
Illinois
$767K -$13.2K -210 -2%
Brown Advisory
237
Brown Advisory
Maryland
$758K +$13.9K +220 +2%
PWA
238
PCG Wealth Advisors
Kansas
$757K +$380K +6,029 +101%
YIH
239
Y-Intercept (HK)
Hong Kong
$757K +$757K +12,005 New
WPW
240
Waldron Private Wealth
Pennsylvania
$756K +$530K +8,410 +234%
BSB
241
Bangor Savings Bank
Maine
$753K – – –
GL
242
Graypoint LLC
New York
$752K – – –
SAF
243
Smith Anglin Financial
Texas
$748K +$748K +11,874 New
APA
244
American Portfolios Advisors
New York
$745K +$13.9K +220 +2%
KWM
245
Kingsview Wealth Management
Oregon
$744K -$2.4K -38 -0.3%
Kayne Anderson Rudnick Investment Management
246
Kayne Anderson Rudnick Investment Management
California
$744K +$694K +11,000 +1,375%
VW
247
Vance Wealth
California
$736K -$12.2K -193 -2%
RDFA
248
Ritter Daniher Financial Advisory
Ohio
$735K +$260K +4,123 +55%
KFS
249
Kurt F. Somerville
$732K – – –
FNBOSM
250
First National Bank of South Miami
Florida
$731K -$168K -2,661 -19%
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