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

644 hedge funds and large institutions have $5.18B invested in iShares S&P Mid-Cap 400 Growth ETF in 2021 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 164 increasing their positions, 210 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
644
Holders Change
-10
Holders Change %
-1.53%
% of All Funds
11.31%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.35%
New
44
Increased
164
Reduced
210
Closed
44
Calls
$4.7M
Puts
$5K
Net Calls
+$4.69M
Net Calls Change
+$3.47M

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$56M
2
CIAS
CFS Investment Advisory Services
New Jersey
+$5.74M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.58M
4
JWA
JFS Wealth Advisors
Pennsylvania
+$4.7M
5
Mariner
Mariner
Kansas
+$4.67M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$133M
2
Wells Fargo
Wells Fargo
California
-$44.5M
3
Morgan Stanley
Morgan Stanley
New York
-$14M
4
Goldman Sachs
Goldman Sachs
New York
-$7.12M
5
Osaic Holdings
Osaic Holdings
Arizona
-$3.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
376
Mutual Advisors
Nebraska
$428K +$51.5K +651 +14%
SIC
377
Sigma Investment Counselors
Michigan
$424K -$7.91K -100 -2%
IC
378
Inverness Counsel
New York
$423K -$432K – –
SG
379
StoneX Group
New York
$418K +$205K +2,592 +96%
BPA
380
Beacon Pointe Advisors
California
$414K – – –
HFA
381
High Falls Advisors
New York
$412K – – –
PCH
382
PGIM Custom Harvest
New Jersey
$412K +$412K +5,200 New
HR
383
Hardy Reed
Mississippi
$409K – – –
APW
384
Aurora Private Wealth
New Jersey
$408K -$4.9K -62 -1%
CIC
385
Carnegie Investment Counsel
Ohio
$403K – – –
OPWM
386
Oakwell Private Wealth Management
Texas
$402K – – –
ATFA
387
All Terrain Financial Advisors
Minnesota
$401K – – –
FWM
388
Filbrandt Wealth Management
Wisconsin
$398K – – –
WDG
389
Wealth Dimensions Group
Ohio
$392K +$555 +7 +0.1%
HSA
390
HBK Sorce Advisory
Pennsylvania
$389K -$6.09K -77 -2%
FT
391
Fiduciary Trust
Massachusetts
$388K -$15.8K -200 -4%
NL
392
NWAM LLC
Washington
$384K +$384K +4,852 New
SMG
393
Spectrum Management Group
Indiana
$383K – – –
BBNA
394
Bremer Bank National Association
Minnesota
$382K -$6.43K -81 -2%
GSWM
395
Golden State Wealth Management
California
$381K – – –
WT
396
Whittier Trust
California
$379K – – –
BFEC
397
Benjamin F. Edwards & Company
Missouri
$374K +$151K +1,907 +68%
ATC
398
Argent Trust Co
Tennessee
$373K – – –
Fayez Sarofim & Co
399
Fayez Sarofim & Co
Texas
$371K – – –
TW
400
Transform Wealth
Colorado
$368K -$8.88K -112 -2%
14 15
16
17 18