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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 %
PA
426
PSI Advisors
Florida
$275K -$5.8K -91 -2%
HIM
427
Hanlon Investment Management
New Jersey
$275K +$7.51K +111 +3%
MCM
428
McDonough Capital Management
Florida
$274K – – –
IIC
429
Integrated Investment Consultants
Michigan
$271K +$319 +5 +0.1%
SFG
430
Summit Financial Group
West Virginia
$270K -$22.7K -357 -8%
SWPG
431
Strategic Wealth Partners Group
Illinois
$270K +$30.1K +471 +13%
SNBOSD
432
Security National Bank of So Dak
Iowa
$269K – – –
SIC
433
Sterling Investment Counsel
New York
$268K -$3.32K -52 -1%
PCM
434
Perritt Capital Management
Illinois
$268K – – –
AWA
435
ARQ Wealth Advisors
Arizona
$266K – – –
HCP
436
Holt Capital Partners
Texas
$265K – – –
MFG
437
Merit Financial Group
Georgia
$265K – – –
TW
438
Transform Wealth
Colorado
$264K -$2.55K -40 -1%
FMWA
439
Forvis Mazars Wealth Advisors
Missouri
$263K -$18.6K -292 -7%
GFS
440
GYL Financial Synergies
Connecticut
$263K +$263K +4,124 New
FFA
441
Fragasso Financial Advisors
Pennsylvania
$262K -$10.5K -164 -4%
MA
442
MKT Advisors
California
$259K – – –
NFC
443
Northeast Financial Consultants
Connecticut
$259K – – –
DAS
444
Dynamic Advisor Solutions
Arizona
$259K +$64 +1 +0%
WLPWM
445
Walled Lake Planning & Wealth Management
Illinois
$258K -$1.53K -24 -0.6%
BFM
446
Boston Financial Management
Massachusetts
$254K – – –
CPSC
447
Carl P. Sherr & Co
Massachusetts
$252K -$19.4K -304 -7%
FWP
448
FAS Wealth Partners
Kansas
$250K +$573 +9 +0.2%
AUB
449
Atlantic Union Bankshares
Virginia
$249K – – –
GRP
450
Global Retirement Partners
California
$249K +$511 +8 +0.2%
16 17
18
19 20