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

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.

New
Increased
Maintained
Reduced
Closed
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

Top Buyers

1
TA
1
Tiedemann Advisors
New York
$70.3M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$246M
3
Bank of America
3
Bank of America
North Carolina
$264M
4
MMEA
4
Main Management ETF Advisors
California
$103M
5
AAP
5
Arax Advisory Partners
Colorado
$22.1M

Top Sellers

1
WIA
1
World Investment Advisors
California
$2.16M
2
Wells Fargo
2
Wells Fargo
California
$606M
3
HNB
3
Huntington National Bank
Ohio
$8.29M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$34M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
251
Cadence Bank
Mississippi
$872K -$21.3K -312 -2%
AWM
252
Apollon Wealth Management
South Carolina
$864K -$5.4K -79 -0.6%
SA
253
Sunesis Advisors
Kansas
$837K – – –
PWM
254
Perigon Wealth Management
California
$833K +$227K +3,319 +37%
CW
255
CreativeOne Wealth
Kansas
$832K +$54.6K +800 +7%
DP
256
Dearborn Partners
Illinois
$831K +$137 +2 +0%
HCM
257
HMS Capital Management
Tennessee
$826K +$826K +12,093 New
CAL
258
Capital Analysts LLC
Pennsylvania
$823K -$53.1K -777 -6%
Brown Advisory
259
Brown Advisory
Maryland
$815K -$6.28K -92 -0.8%
BSB
260
Bangor Savings Bank
Maine
$812K -$4.1K -60 -0.5%
GL
261
Graypoint LLC
New York
$811K -$3.42K -50 -0.4%
KFS
262
Kurt F. Somerville
$794K – – –
FNBOSM
263
First National Bank of South Miami
Florida
$793K – – –
LWANC
264
Laurel Wealth Advisors (North Carolina)
North Carolina
$790K +$35K +512 +5%
KWM
265
Kingsview Wealth Management
Oregon
$779K -$26.6K -389 -3%
SFG
266
Sather Financial Group
Texas
$776K – – –
MPWT
267
MassMutual Private Wealth & Trust
Connecticut
$769K -$630K -9,225 -45%
MWM
268
Marietta Wealth Management
Georgia
$766K – – –
WMWM
269
Whitaker-Myers Wealth Managers
Ohio
$763K +$763K +11,176 New
PAG
270
Private Advisor Group
New Jersey
$760K -$18.8K -2,277 -2%
BOPW
271
Brandywine Oak Private Wealth
Pennsylvania
$757K – – –
WPW
272
Waldron Private Wealth
Pennsylvania
$756K – – –
CT
273
Columbia Trust
Oregon
$755K +$755K +11,061 New
AL
274
ACAS LLC
California
$753K +$753K +11,027 New
PMG
275
ProVise Management Group
Florida
$745K -$260K -3,813 -26%
9 10
11
12 13