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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 %
HR
426
Hardy Reed
Mississippi
$404K -$35.9K -421 -8%
BBNA
427
Bremer Bank National Association
Minnesota
$401K -$10.2K -120 -2%
ATC
428
Argent Trust Co
Tennessee
$401K – – –
SBWIC
429
Schaper Benz & Wise Investment Counsel
Wisconsin
$401K +$401K +4,708 New
Fayez Sarofim & Co
430
Fayez Sarofim & Co
Texas
$399K – – –
ECM
431
Evergreen Capital Management
Washington
$396K -$603K -7,060 -60%
PA
432
PSI Advisors
Florida
$393K +$11.9K +139 +3%
SFG
433
Summit Financial Group
West Virginia
$392K – – –
HCM
434
HMS Capital Management
Tennessee
$390K +$38.1K +447 +11%
PFGIA
435
Patriot Financial Group Insurance Agency
Massachusetts
$386K -$143K -1,676 -27%
CIC
436
Carnegie Investment Counsel
Ohio
$382K -$51.2K -600 -12%
SBIA
437
Sheaff Brock Investment Advisors
Indiana
$381K -$90.5K -1,060 -19%
SKK
438
Shepherd Kaplan Krochuk
Massachusetts
$380K +$85 +1 +0%
BCI
439
Brinker Capital Investments
Pennsylvania
$379K -$285K -3,350 -43%
CPA
440
Clear Perspective Advisors
Illinois
$378K – – –
SIC
441
Sigma Investment Counselors
Michigan
$377K -$80.2K -940 -18%
TW
442
Transform Wealth
Colorado
$377K -$19.1K -224 -5%
PCM
443
Prelude Capital Management
New York
$374K +$374K +4,392 New
RAM
444
Riggs Asset Management
Pennsylvania
$369K +$18.4K +216 +5%
AWM
445
Altium Wealth Management
New York
$366K – – –
CPSC
446
Carl P. Sherr & Co
Massachusetts
$366K – – –
MCM
447
McDonough Capital Management
Florida
$366K +$366K +4,292 New
IIC
448
Integrated Investment Consultants
Michigan
$362K +$597 +7 +0.2%
EWA
449
EverSource Wealth Advisors
Alabama
$362K +$362K +4,240 New
SNBOSD
450
Security National Bank of So Dak
Iowa
$359K – – –
16 17
18
19 20