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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 %
HSWM
301
Hubbell Strickland Wealth Management
Louisiana
$749K +$853 +10 +0.1%
NA
302
NewEdge Advisors
Louisiana
$746K +$746K +8,750 New
CPIG
303
Chicago Partners Investment Group
Illinois
$745K -$2.45K -32 -0.3%
CHC
304
City Holding Co
West Virginia
$738K +$13.1K +170 +2%
LWA
305
LWS Wealth Advisors
New Jersey
$735K +$511 +6 +0.1%
TI
306
Truepoint Inc
Ohio
$735K +$512 +6 +0.1%
PAS
307
Park Avenue Securities
New York
$732K +$1.79K +21 +0.2%
LFAS
308
Level Four Advisory Services
Texas
$731K +$256 +3 +0%
SCM
309
SOL Capital Management
Maryland
$728K +$127K +1,485 +21%
MIA
310
MainStreet Investment Advisors
Illinois
$727K – – –
B
311
Bailard
California
$727K +$40.9K +480 +6%
NSB
312
Norway Savings Bank
Maine
$724K +$21K +246 +3%
VVP
313
Venture Visionary Partners
Ohio
$721K +$85 +1 +0%
SIM
314
Stratos Investment Management
Ohio
$721K +$341 +4 +0%
BHWM
315
Bar Harbor Wealth Management
New Hampshire
$719K -$285K -3,348 -28%
PWM
316
Perigon Wealth Management
California
$717K +$103K +1,204 +17%
Mercer Global Advisors
317
Mercer Global Advisors
Colorado
$709K +$158K +1,857 +29%
OC
318
Oakworth Capital
Alabama
$694K -$170 -2 -0%
LPT
319
Legacy Private Trust
Wisconsin
$689K – – –
VC
320
Veracity Capital
Georgia
$687K -$9.12K -107 -1%
CA
321
Cetera Advisors
Colorado
$687K +$47.2K +554 +7%
HCM
322
Highview Capital Management
Illinois
$684K +$684K +8,024 New
JIC
323
Johnson Investment Counsel
Ohio
$682K -$426 -5 -0.1%
LPIC
324
LeJeune Puetz Investment Counsel
Michigan
$682K – – –
SF
325
Synovus Financial
Georgia
$675K -$178K -2,101 -21%
11 12
13
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