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

693 hedge funds and large institutions have $4.8B invested in iShares S&P Mid-Cap 400 Growth ETF in 2022 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 200 increasing their positions, 224 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
693
Holders Change
+53
Holders Change %
+8.28%
% of All Funds
11.18%
Holding in Top 10
26
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+23.81%
% of All Funds
0.42%
New
96
Increased
200
Reduced
224
Closed
34
Calls
$287K
Puts
$109K
Net Calls
+$178K
Net Calls Change
-$269K

Top Buyers

1
TA
Tiedemann Advisors
New York
$70.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$246M
3
Bank of America
Bank of America
North Carolina
$264M
4
MMEA
Main Management ETF Advisors
California
$103M
5
AAP
Arax Advisory Partners
Colorado
$22.1M

Top Sellers

1
WIA
World Investment Advisors
California
$2.16M
2
Wells Fargo
Wells Fargo
California
$606M
3
HNB
Huntington National Bank
Ohio
$8.29M
4
CCMG
Clark Capital Management Group
Pennsylvania
$0
5
RJFSA
Raymond James Financial Services Advisors
Florida
$34M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
351
Brookstone Capital Management
Illinois
$480K +$832 +12 +0.2%
KFI
352
Key Financial Inc
Pennsylvania
$478K – – –
PWA
353
Peterson Wealth Advisors
Utah
$478K -$751 -11 -0.2%
PP
354
Prosperity Planning
Missouri
$477K – – –
Allspring Global Investments
355
Allspring Global Investments
North Carolina
$475K +$475K +6,954 New
CCA
356
Cobblestone Capital Advisors
New York
$470K – – –
NPF
357
Norris Perne & French
Michigan
$469K – – –
CFG
358
Citizens Financial Group
Rhode Island
$469K +$2.19K +32 +0.5%
PAM
359
Palisade Asset Management
Minnesota
$468K -$13K -190 -3%
FFN
360
Focus Financial Network
Minnesota
$467K +$3.48K +51 +0.8%
IWN
361
Independent Wealth Network
Iowa
$466K -$3.62K -53 -0.8%
PFO
362
Pathstone Family Office
New Jersey
$466K – – –
IA
363
Insight Advisors
Pennsylvania
$465K -$4.13K -61 -0.9%
SIC
364
Sigma Investment Counselors
Michigan
$464K – – –
AF
365
Alerus Financial
North Dakota
$463K – – –
IAA
366
Independent Advisor Alliance
North Carolina
$463K +$11.3K +165 +2%
Susquehanna International Group
367
Susquehanna International Group
Pennsylvania
$460K +$460K +6,734 New
MAWCM
368
Mine & Arao Wealth Creation & Management
California
$457K +$1.78K +26 +0.4%
LT
369
Legacy Trust
Michigan
$450K +$450K +6,591 New
CB
370
Community Bank
New York
$449K – – –
CFS
371
CRA Financial Services
New Jersey
$445K -$1.37K -20 -0.3%
WSTAM
372
Wilbanks Smith & Thomas Asset Management
Virginia
$445K – – –
B
373
Bailard
California
$440K -$21.9K -320 -5%
WTB
374
Washington Trust Bank
Washington
$438K -$44.9K -657 -9%
RSWM
375
Robertson Stephens Wealth Management
California
$434K -$132K -1,934 -23%
13 14
15
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