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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 %
NPF
351
Norris Perne & French
Michigan
$586K -$11.6K -136 -2%
SWM
352
SeaCrest Wealth Management
New York
$585K +$938 +11 +0.2%
CFG
353
Citizens Financial Group
Rhode Island
$581K +$1.28K +15 +0.2%
PWA
354
Peterson Wealth Advisors
Utah
$580K +$1.11K +13 +0.2%
AF
355
Alerus Financial
North Dakota
$578K – – –
DBT
356
Dubuque Bank & Trust
Iowa
$575K – – –
AllianceBernstein
357
AllianceBernstein
Tennessee
$574K +$2.56K +30 +0.4%
RWM
358
Ritholtz Wealth Management
New York
$573K – – –
GIA
359
Gladstone Institutional Advisory
Florida
$570K -$90.2K -1,058 -14%
DTC
360
Davidson Trust Company
Washington
$569K -$25.7K -301 -4%
GWA
361
GGM Wealth Advisors
Maryland
$568K – – –
MAWCM
362
Mine & Arao Wealth Creation & Management
California
$567K +$9.29K +109 +2%
CB
363
Community Bank
New York
$561K – – –
WANY
364
Wealthspire Advisors (New York)
New York
$560K -$4.86K -57 -0.9%
BB
365
Busey Bank
Illinois
$560K -$937 -11 -0.2%
CFS
366
CRA Financial Services
New Jersey
$559K -$48.7K -571 -8%
PCA
367
Personal Capital Advisors
California
$556K +$2.39K +28 +0.4%
WSTAM
368
Wilbanks Smith & Thomas Asset Management
Virginia
$555K – – –
WTC
369
WhitTier Trust Company
Nevada
$551K -$461K -5,400 -46%
WTB
370
Washington Trust Bank
Washington
$545K – – –
HIIFS
371
Harel Insurance Investments & Financial Services
Israel
$544K – – –
6F
372
626 Financial
Michigan
$539K +$539K +6,320 New
PP
373
Prosperity Planning
Missouri
$538K -$4.01K -47 -0.7%
SWMP
374
Signature Wealth Management Partners
New Jersey
$537K – – –
IA
375
IFG Advisory
Georgia
$536K -$13.3K -156 -2%
13 14
15
16 17