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

Top Sellers

1
LIA
1
LBMC Investment Advisors
Tennessee
$1.08M
2
Wells Fargo
2
Wells Fargo
California
$869M
3
WIA
3
World Investment Advisors
California
$2.03M
4
UBS Group
4
UBS Group
Switzerland
$161M
5
HNB
5
Huntington National Bank
Ohio
$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCG
276
Private Capital Group
Connecticut
$887K -$177K -2,076 -17%
BWA
277
BDO Wealth Advisors
Florida
$886K +$171 +2 +0%
MBT
278
Montecito Bank & Trust
California
$884K -$42.6K -500 -5%
AL
279
ACAS LLC
California
$880K -$9.98K -117 -1%
NF
280
Norwood Financial
Pennsylvania
$876K +$876K +10,271 New
HCA
281
Harbour Capital Advisors
Virginia
$868K – – –
PPA
282
Parametric Portfolio Associates
Washington
$868K +$96.2K +1,128 +12%
CWAG
283
Compton Wealth Advisory Group
Virginia
$864K +$43.4K +509 +5%
IWS
284
Insight Wealth Strategies
California
$860K +$860K +10,089 New
BCM
285
Brookstone Capital Management
Illinois
$852K -$45.3K -554 -5%
BP
286
Ballentine Partners
Massachusetts
$851K – – –
GEA
287
Glen Eagle Advisors
New Jersey
$848K +$2.56K +30 +0.3%
CFGS
288
Concourse Financial Group Securities
Alabama
$842K -$35.6K -417 -4%
RC
289
RegentAtlantic Capital
New Jersey
$841K – – –
MFW
290
Meristem Family Wealth
Minnesota
$840K -$47.8K -560 -5%
RCG
291
Resource Consulting Group
Florida
$823K +$823K +9,656 New
AC
292
AWM Capital
Arizona
$806K – – –
AT
293
American Trust
Kentucky
$806K +$806K +9,457 New
OWA
294
Octavia Wealth Advisors
Ohio
$796K +$48.9K +574 +7%
PSF
295
Pacific Sun Financial
California
$788K -$2.56K -30 -0.3%
BIM
296
Bridges Investment Management
Nebraska
$780K -$1.71K -20 -0.2%
MAM
297
MMA Asset Management
Pennsylvania
$775K -$1.66M -19,432 -68%
SC
298
SouthState Corp
Florida
$764K -$30.2K -354 -4%
Renaissance Technologies
299
Renaissance Technologies
New York
$759K +$281K +3,300 +59%
WFM
300
Wolff Financial Management
Michigan
$751K +$751K +8,808 New
10 11
12
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