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

659 hedge funds and large institutions have $3.96B invested in iShares S&P Mid-Cap 400 Growth ETF in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 184 increasing their positions, 232 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
659
Holders Change
-46
Holders Change %
-6.52%
% of All Funds
11.14%
Holding in Top 10
18
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-14.29%
% of All Funds
0.3%
New
41
Increased
184
Reduced
232
Closed
77
Calls
$255K
Puts
–
Net Calls
+$255K
Net Calls Change
-$2.05M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$63.5M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$32.6M
3
WIA
World Investment Advisors
California
+$23.3M
4
WSFS
Wilmington Savings Fund Society
Delaware
+$16.7M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$6.01M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$319M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$65.6M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$40.9M
4
Wells Fargo
Wells Fargo
California
-$31.5M
5
DADC
D.A. Davidson & Co
Montana
-$28.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWANC
251
Laurel Wealth Advisors (North Carolina)
North Carolina
$702K +$382 +6 +0.1%
AWA
252
Arkadios Wealth Advisors
Georgia
$696K +$637 +10 +0.1%
HW
253
Hancock Whitney
Mississippi
$695K -$53.5K -840 -7%
DIA
254
Dana Investment Advisors
Wisconsin
$692K -$313K -4,911 -31%
SC
255
Savant Capital
Illinois
$689K -$64 -1 -0%
SW
256
SlateStone Wealth
Florida
$687K +$253K +3,973 +58%
IWM
257
IHT Wealth Management
Illinois
$684K -$64 -1 -0%
MIC
258
Meridian Investment Counsel
California
$678K – – –
SCM
259
SOL Capital Management
Maryland
$670K +$113K +1,775 +20%
CA
260
Cetera Advisors
Colorado
$669K +$183K +2,875 +38%
HCA
261
Heck Capital Advisors
Wisconsin
$660K -$4.89M -76,750 -88%
BWA
262
BDO Wealth Advisors
Florida
$654K -$8.74K -137 -1%
MBT
263
Montecito Bank & Trust
California
$654K -$6.63K -104 -1%
TRCT
264
Tower Research Capital (TRC)
New York
$653K +$224K +3,517 +52%
CGA
265
Crescent Grove Advisors
Illinois
$651K – – –
HCA
266
Harbour Capital Advisors
Virginia
$649K – – –
CG
267
Corundum Group
Colorado
$637K -$127K -2,000 -17%
BP
268
Ballentine Partners
Massachusetts
$636K – – –
OIA
269
OneDigital Investment Advisors
Kansas
$634K -$145K -2,273 -19%
RC
270
RegentAtlantic Capital
New Jersey
$629K – – –
CAM
271
Congress Asset Management
Massachusetts
$614K +$614K +9,628 New
HTC
272
Haverford Trust Company
Pennsylvania
$613K +$418K +6,560 +215%
PPW
273
Parcion Private Wealth
Washington
$612K – – –
PSF
274
Pacific Sun Financial
California
$608K +$10.2K +160 +2%
TF
275
TIAA FSB
Florida
$606K +$606K +9,517 New
9 10
11
12 13