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

659 hedge funds and large institutions have $3.96B invested in iShares S&P Mid-Cap 400 Growth ETF in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 184 increasing their positions, 232 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
659
Holders Change
-46
Holders Change %
-6.52%
% of All Funds
11.14%
Holding in Top 10
18
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-14.29%
% of All Funds
0.3%
New
41
Increased
184
Reduced
232
Closed
77
Calls
$255K
Puts
–
Net Calls
+$255K
Net Calls Change
-$2.05M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$63.5M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$32.6M
3
WIA
World Investment Advisors
California
+$23.3M
4
WSFS
Wilmington Savings Fund Society
Delaware
+$16.7M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$6.01M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$319M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$65.6M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$40.9M
4
Wells Fargo
Wells Fargo
California
-$31.5M
5
DADC
D.A. Davidson & Co
Montana
-$28.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
376
Bragg Financial Advisors
North Carolina
$370K +$34.6K +542 +10%
HH
377
Hilltop Holdings
Texas
$367K – – –
IB
378
Intrust Bank
Kansas
$359K – – –
SFM
379
Signet Financial Management
New Jersey
$358K +$358K +5,616 New
MA
380
Mutual Advisors
Nebraska
$355K +$20.9K +328 +6%
AWA
381
Aaron Wealth Advisors
Illinois
$351K -$771K -12,105 -69%
Prudential Financial
382
Prudential Financial
New Jersey
$351K +$258 +4 +0.1%
SDWMA
383
Schneider Downs Wealth Management Advisors
Pennsylvania
$346K – – –
GG
384
Gofen & Glossberg
Illinois
$344K – – –
CPO
385
Cerity Partners OCIO
New York
$344K +$64 +1 +0%
AWM
386
Altium Wealth Management
New York
$343K – – –
WP
387
WealthSource Partners
California
$341K -$119K -1,863 -26%
VIA
388
Vickerman Investment Advisors
Washington
$341K -$5.16K -81 -1%
IC
389
Inverness Counsel
New York
$341K -$413K – –
EWM
390
Evercore Wealth Management
New York
$340K -$5.61K -88 -2%
IWC
391
Integrated Wealth Concepts
Massachusetts
$339K +$81.8K +1,284 +32%
TAM
392
Tocqueville Asset Management
New York
$338K -$18.5K -290 -5%
BIM
393
Bridges Investment Management
Nebraska
$332K -$31.9K -500 -9%
HFA
394
High Falls Advisors
New York
$331K – – –
APW
395
Aurora Private Wealth
New Jersey
$330K +$255 +4 +0.1%
SI
396
Saxon Interests
Texas
$329K +$255 +4 +0.1%
BFEC
397
Benjamin F. Edwards & Company
Missouri
$328K +$12.9K +203 +4%
IA
398
IFG Advisory
Georgia
$324K -$37.2K -586 -10%
LNC
399
Lincoln National Corp
Pennsylvania
$324K -$3K -47 -0.9%
NCM
400
NCM Capital Management
New Jersey
$324K – – –
14 15
16
17 18