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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 %
MAWCM
351
Mine & Arao Wealth Creation & Management
California
$420K – – –
MWM
352
Mattern Wealth Management
Kansas
$418K – – –
IAA
353
Independent Advisor Alliance
North Carolina
$417K +$417K +6,615 New
CB
354
Community Bank
New York
$415K – – –
CAM
355
Congress Asset Management
Massachusetts
$413K -$194K -3,075 -32%
CFS
356
CRA Financial Services
New Jersey
$412K -$630 -10 -0.2%
WSTAM
357
Wilbanks Smith & Thomas Asset Management
Virginia
$411K – – –
MCA
358
MSH Capital Advisors
Arizona
$405K -$8.45K -134 -2%
D
359
Dentgroup
Louisiana
$400K +$1.43K +22 +0.4%
MA
360
Mutual Advisors
Nebraska
$400K +$48.4K +767 +14%
TTWM
361
TCV Trust & Wealth Management
Virginia
$399K +$399K +6,336 New
6F
362
626 Financial
Michigan
$398K – – –
SWMP
363
Signature Wealth Management Partners
New Jersey
$397K – – –
CIA
364
Capital Investment Advisors
Georgia
$396K +$3.28K +52 +0.8%
FPAS
365
Focus Partners Advisor Solutions
Missouri
$396K +$4.54K +72 +1%
LA
366
LexAurum Advisors
Kansas
$392K – – –
WA
367
Wealthstream Advisors
New York
$391K – – –
BHWM
368
Bar Harbor Wealth Management
New Hampshire
$389K -$52.6K -835 -12%
BB
369
Busey Bank
Illinois
$389K – – –
WWM
370
Windsor Wealth Management
Indiana
$387K -$7.09K -109 -2%
PFG
371
Pinnacle Financial Group
Illinois
$374K – – –
KBFS
372
Kohmann Bosshard Financial Services
Ohio
$372K – – –
IA
373
IFG Advisors
Missouri
$371K +$371K +5,882 New
PS
374
Planned Solutions
California
$371K +$371K +5,884 New
MCM
375
Mainstay Capital Management
Michigan
$370K -$72.2K -1,143 -16%
13 14
15
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