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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 %
AC
276
AWM Capital
Arizona
$602K – – –
RSWM
277
Robertson Stephens Wealth Management
California
$596K -$375K -5,884 -39%
Cerity Partners
278
Cerity Partners
New York
$594K +$31.2K +490 +6%
NF
279
Norwood Financial
Pennsylvania
$590K -$28K -440 -5%
BSW
280
Buckingham Strategic Wealth
Missouri
$588K +$3.5K +55 +0.6%
USCWA
281
U.S. Capital Wealth Advisors
Texas
$587K -$63.8K -1,002 -10%
CHC
282
City Holding Co
West Virginia
$583K -$10.2K -160 -2%
LWA
283
LWS Wealth Advisors
New Jersey
$576K +$21.5K +337 +4%
PWM
284
Perigon Wealth Management
California
$574K – – –
FNBT
285
FineMark National Bank & Trust
Florida
$573K -$563K -8,838 -50%
SC
286
SouthState Corp
Florida
$567K -$4.14K -65 -0.7%
NSB
287
Norway Savings Bank
Maine
$564K -$10.2K -160 -2%
WFM
288
Wolff Financial Management
Michigan
$562K – – –
HSWM
289
Hubbell Strickland Wealth Management
Louisiana
$561K +$638 +10 +0.1%
SIM
290
Stratos Investment Management
Ohio
$558K +$19.1K +300 +4%
CL
291
CIM LLC
New York
$553K – – –
SF
292
Synovus Financial
Georgia
$552K +$35.3K +552 +7%
OWA
293
Octavia Wealth Advisors
Ohio
$549K +$30.3K +474 +6%
MIA
294
MainStreet Investment Advisors
Illinois
$543K – – –
VVP
295
Venture Visionary Partners
Ohio
$539K – – –
KFAA
296
Klaas Financial Asset Advisors
Illinois
$538K -$170K -2,667 -24%
CPIG
297
Chicago Partners Investment Group
Illinois
$538K -$162K -2,257 -23%
Carson Wealth (CWM LLC)
298
Carson Wealth (CWM LLC)
Nebraska
$521K -$61.6K -967 -11%
OC
299
Oakworth Capital
Alabama
$519K – – –
LWCFA
300
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$519K +$22.8K +358 +5%
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12
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