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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
+$42.1M
2
SCM
Sandler Capital Management
New York
+$20.6M
3
Bank of America
Bank of America
North Carolina
+$20M
4
BF
BOK Financial
Oklahoma
+$18M
5
LWAC
Laurel Wealth Advisors (California)
California
+$12.4M

Top Sellers

1
LIA
LBMC Investment Advisors
Tennessee
-$63.1M
2
Wells Fargo
Wells Fargo
California
-$28.5M
3
WIA
World Investment Advisors
California
-$25.3M
4
UBS Group
UBS Group
Switzerland
-$18.9M
5
HNB
Huntington National Bank
Ohio
-$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
GG
401
Gofen & Glossberg
Illinois
$460K – – –
CPO
402
Cerity Partners OCIO
New York
$459K -$20.2K -237 -4%
OCM
403
Orser Capital Management
Texas
$458K +$159K +1,870 +53%
IC
404
Inverness Counsel
New York
$456K -$423K – –
CWM
405
Cornerstone Wealth Management
Missouri
$455K -$18.5K -217 -4%
SG
406
StoneX Group
New York
$447K -$2.81K -33 -0.6%
BPA
407
Beacon Pointe Advisors
California
$446K +$341 +4 +0.1%
5L
408
55I LLC
Massachusetts
$444K +$114K +1,337 +35%
HFA
409
High Falls Advisors
New York
$443K – – –
Prudential Financial
410
Prudential Financial
New Jersey
$443K +$443K +5,200 New
APW
411
Aurora Private Wealth
New Jersey
$440K +$426 +5 +0.1%
NCM
412
NCM Capital Management
New Jersey
$434K +$434K +5,088 New
OPWM
413
Oakwell Private Wealth Management
Texas
$433K – – –
FMWA
414
Forvis Mazars Wealth Advisors
Missouri
$430K -$50.7K -595 -11%
ATFA
415
All Terrain Financial Advisors
Minnesota
$428K -$4.27K -50 -1%
FW
416
FirstPurpose Wealth
Utah
$423K +$423K +4,956 New
BFEC
417
Benjamin F. Edwards & Company
Missouri
$421K +$18.2K +214 +5%
HSA
418
HBK Sorce Advisory
Pennsylvania
$419K – – –
FT
419
Fiduciary Trust
Massachusetts
$418K – – –
OCM
420
Objective Capital Management
Ohio
$415K +$415K +4,873 New
SMG
421
Spectrum Management Group
Indiana
$412K – – –
GSWM
422
Golden State Wealth Management
California
$411K – – –
WT
423
Whittier Trust
California
$408K – – –
EVM
424
Eaton Vance Management
Massachusetts
$406K – – –
LNC
425
Lincoln National Corp
Pennsylvania
$405K +$54.3K +638 +15%
15 16
17
18 19