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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 %
GIA
301
Gladstone Institutional Advisory
Florida
$518K -$42.4K -666 -8%
KFI
302
Key Financial Inc
Pennsylvania
$513K +$97K +1,503 +23%
GCM
303
Gables Capital Management
Florida
$511K – – –
LPIC
304
LeJeune Puetz Investment Counsel
Michigan
$509K – – –
BCM
305
Brookstone Capital Management
Illinois
$507K -$127K -1,927 -20%
BPA
306
Beacon Pointe Advisors
California
$502K -$132K -2,083 -21%
JIC
307
Johnson Investment Counsel
Ohio
$496K -$14K -219 -3%
IA
308
Insight Advisors
Pennsylvania
$494K -$44.6K -625 -8%
AAS
309
Ameritas Advisory Services
Nebraska
$492K +$56.2K +882 +13%
LPT
310
Legacy Private Trust
Wisconsin
$489K -$25.5K -400 -5%
AIM
311
Allen Investment Management
New York
$482K – – –
GAM
312
Griffin Asset Management
New York
$481K +$255 +4 +0.1%
RDFA
313
Ritter Daniher Financial Advisory
Ohio
$481K +$481K +7,542 New
MAM
314
MMA Asset Management
Pennsylvania
$479K – – –
CWM
315
Cahaba Wealth Management
Georgia
$479K +$573 +9 +0.1%
PFP
316
Pinnacle Financial Partners
Tennessee
$478K -$56.8K -890 -11%
AMCA
317
Arthur M. Cohen & Associates
Illinois
$478K +$478K +7,500 New
VC
318
Veracity Capital
Georgia
$477K -$36.8K -577 -7%
CCA
319
Cobblestone Capital Advisors
New York
$476K – – –
PMG
320
Private Management Group
California
$470K – – –
WF
321
Welch & Forbes
Massachusetts
$462K +$2.93K +46 +0.6%
WP
322
WMS Partners
Maryland
$460K – – –
CI
323
CX Institutional
Indiana
$460K +$460K +7,219 New
DTC
324
Davidson Trust Company
Washington
$459K +$13.1K +205 +3%
PCIA
325
Prime Capital Investment Advisors
Kansas
$455K +$6.13K +96 +1%
11 12
13
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