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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 %
ATFA
401
All Terrain Financial Advisors
Minnesota
$320K – – –
CTC
402
Central Trust Company
Missouri
$320K – – –
LW
403
Linscomb Wealth
Texas
$320K +$104K +1,628 +48%
FW
404
FirstPurpose Wealth
Utah
$318K +$700 +11 +0.2%
AllianceBernstein
405
AllianceBernstein
Tennessee
$316K -$112K -1,766 -26%
FT
406
Fiduciary Trust
Massachusetts
$314K +$24.2K +380 +8%
PFA
407
Pure Financial Advisors
California
$313K +$313K +4,916 New
TWP
408
Total Wealth Planning
Ohio
$311K +$127 +2 +0%
SMG
409
Spectrum Management Group
Indiana
$308K – – –
SB
410
Strategic Blueprint
Georgia
$304K – – –
OSAM
411
O'Shaughnessy Asset Management
Connecticut
$303K +$93.7K +1,472 +45%
DBT
412
Dubuque Bank & Trust
Iowa
$302K -$64.2K -1,008 -18%
WWM
413
Western Wealth Management
Colorado
$301K -$27.7K -432 -8%
SBWIC
414
Schaper Benz & Wise Investment Counsel
Wisconsin
$300K – – –
ATC
415
Argent Trust Co
Tennessee
$300K – – –
Fayez Sarofim & Co
416
Fayez Sarofim & Co
Texas
$298K – – –
ECM
417
Evergreen Capital Management
Washington
$296K – – –
BCA
418
Bay Colony Advisors
Massachusetts
$296K +$72 +1 +0%
WT
419
Whittier Trust
California
$286K -$19.1K -300 -6%
CIC
420
Carnegie Investment Counsel
Ohio
$286K – – –
SBIA
421
Sheaff Brock Investment Advisors
Indiana
$284K – – –
B
422
Bensler
Washington
$278K +$127 +2 +0%
OPWM
423
Oakwell Private Wealth Management
Texas
$278K -$45.6K -716 -14%
Thrivent Financial for Lutherans
424
Thrivent Financial for Lutherans
Minnesota
$277K -$78.9K -1,238 -22%
CWM
425
ClientFirst Wealth Management
Arkansas
$276K – – –
15 16
17
18 19