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

640 hedge funds and large institutions have $4.08B invested in iShares S&P Mid-Cap 400 Growth ETF in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 182 increasing their positions, 211 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
640
Holders Change
-19
Holders Change %
-2.88%
% of All Funds
11.07%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.36%
New
37
Increased
182
Reduced
211
Closed
48
Calls
$447K
Puts
–
Net Calls
+$447K
Net Calls Change
+$192K

Top Buyers

1
MMEA
Main Management ETF Advisors
California
+$66.3M
2
MM
Main Management
California
+$35M
3
TWM
Tanglewood Wealth Management
Texas
+$30.6M
4
RJA
Raymond James & Associates
Florida
+$23.8M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$20.5M

Top Sellers

1
CDIA
Capital Directions Investment Advisors
Georgia
-$20.3M
2
Wells Fargo
Wells Fargo
California
-$16M
3
HNB
Huntington National Bank
Ohio
-$10.2M
4
Goldman Sachs
Goldman Sachs
New York
-$7.61M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$3.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RSWM
301
Robertson Stephens Wealth Management
California
$522K -$67.7K -1,075 -11%
LWCFA
302
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$513K – – –
CPIG
303
Chicago Partners Investment Group
Illinois
$513K +$1.1K +16 +0.2%
BPA
304
Beacon Pointe Advisors
California
$513K +$16.5K +262 +3%
AAS
305
Ameritas Advisory Services
Nebraska
$506K +$19.1K +303 +4%
GCM
306
Gables Capital Management
Florida
$505K – – –
LPIC
307
LeJeune Puetz Investment Counsel
Michigan
$504K – – –
GIA
308
Gladstone Institutional Advisory
Florida
$503K -$9.26K -147 -2%
GAM
309
Griffin Asset Management
New York
$503K +$27.4K +435 +6%
OC
310
Oakworth Capital
Alabama
$500K -$13.6K -215 -3%
SF
311
Synovus Financial
Georgia
$494K -$51.5K -816 -9%
OWA
312
Octavia Wealth Advisors
Ohio
$490K -$51.5K -817 -10%
JIC
313
Johnson Investment Counsel
Ohio
$488K -$2.52K -40 -0.5%
KFAA
314
Klaas Financial Asset Advisors
Illinois
$487K -$45.1K -716 -8%
CWM
315
Cornerstone Wealth Management
Missouri
$481K +$35.4K +562 +8%
KFI
316
Key Financial Inc
Pennsylvania
$478K -$22.9K -363 -5%
AIM
317
Allen Investment Management
New York
$476K – – –
MAM
318
MMA Asset Management
Pennsylvania
$474K – – –
CWM
319
Cahaba Wealth Management
Georgia
$473K -$377 -6 -0.1%
PFP
320
Pinnacle Financial Partners
Tennessee
$472K – – –
LPT
321
Legacy Private Trust
Wisconsin
$471K -$12.6K -200 -3%
Citadel Advisors
322
Citadel Advisors
Florida
$469K -$1.7M -26,936 -78%
SC
323
SouthState Corp
Florida
$465K -$95.2K -1,511 -17%
PCA
324
Personal Capital Advisors
California
$460K +$51.7K +820 +13%
PMG
325
Private Management Group
California
$459K -$5.55K -88 -1%
11 12
13
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