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

732 hedge funds and large institutions have $5.74B invested in iShares S&P Mid-Cap 400 Growth ETF in 2021 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 201 increasing their positions, 203 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
+88
Holders Change %
+13.66%
% of All Funds
11.31%
Holding in Top 10
27
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+35%
% of All Funds
0.42%
New
122
Increased
201
Reduced
203
Closed
22
Calls
$1.55M
Puts
$1K
Net Calls
+$1.55M
Net Calls Change
-$3.14M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$132M
2
SCM
Sandler Capital Management
New York
$20.6M
3
Bank of America
Bank of America
North Carolina
$295M
4
BF
BOK Financial
Oklahoma
$68.7M
5
LWAC
Laurel Wealth Advisors (California)
California
$12.4M

Top Sellers

1
LIA
LBMC Investment Advisors
Tennessee
$1.08M
2
Wells Fargo
Wells Fargo
California
$869M
3
WIA
World Investment Advisors
California
$2.03M
4
UBS Group
UBS Group
Switzerland
$161M
5
HNB
Huntington National Bank
Ohio
$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
GL
251
Graypoint LLC
New York
$1.04M -$3.41K -40 -0.3%
KFAA
252
Klaas Financial Asset Advisors
Illinois
$1.02M -$114K -1,336 -10%
CG
253
Corundum Group
Colorado
$1.02M – – –
BSB
254
Bangor Savings Bank
Maine
$1.02M -$13.8K -162 -1%
CFA
255
Carroll Financial Associates
North Carolina
$1M -$39.2K -460 -4%
PA
256
PFG Advisors
Arizona
$1M -$86.8K -1,018 -8%
PCA
257
Pallas Capital Advisors
Massachusetts
$1M +$12.5K +168 +1%
KFS
258
Kurt F. Somerville
$991K +$991K +11,620 New
APA
259
American Portfolios Advisors
New York
$983K -$31.1K -365 -3%
PCMC
260
Private Capital Management (Colorado)
Colorado
$971K – – –
SFG
261
Sather Financial Group
Texas
$969K – – –
Cerity Partners
262
Cerity Partners
New York
$961K +$181K +2,120 +23%
MPWT
263
MassMutual Private Wealth & Trust
Connecticut
$959K – – –
MWM
264
Marietta Wealth Management
Georgia
$957K – – –
GCM
265
Gables Capital Management
Florida
$950K – – –
BOPW
266
Brandywine Oak Private Wealth
Pennsylvania
$944K -$163K -1,917 -15%
CGA
267
Crescent Grove Advisors
Illinois
$940K – – –
LWANC
268
Laurel Wealth Advisors (North Carolina)
North Carolina
$938K +$426 +5 +0%
AWA
269
Arkadios Wealth Advisors
Georgia
$929K +$597 +7 +0.1%
SC
270
Savant Capital
Illinois
$921K +$428K +5,024 +87%
IWM
271
IHT Wealth Management
Illinois
$920K -$25.5K -299 -3%
CC
272
Codex Capital
New York
$918K – – –
MIC
273
Meridian Investment Counsel
California
$908K – – –
USCWA
274
U.S. Capital Wealth Advisors
Texas
$895K -$45.4K -533 -5%
BSW
275
Buckingham Strategic Wealth
Missouri
$893K -$94.7K -1,110 -10%
9 10
11
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