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

640 hedge funds and large institutions have $4.08B invested in iShares S&P Mid-Cap 400 Growth ETF in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 182 increasing their positions, 211 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
640
Holders Change
-19
Holders Change %
-2.88%
% of All Funds
11.07%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.36%
New
37
Increased
182
Reduced
211
Closed
48
Calls
$447K
Puts
–
Net Calls
+$447K
Net Calls Change
+$192K

Top Buyers

1
MMEA
Main Management ETF Advisors
California
+$66.3M
2
MM
Main Management
California
+$35M
3
TWM
Tanglewood Wealth Management
Texas
+$30.6M
4
RJA
Raymond James & Associates
Florida
+$23.8M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$20.5M

Top Sellers

1
CDIA
Capital Directions Investment Advisors
Georgia
-$20.3M
2
Wells Fargo
Wells Fargo
California
-$16M
3
HNB
Huntington National Bank
Ohio
-$10.2M
4
Goldman Sachs
Goldman Sachs
New York
-$7.61M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$3.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
426
Fragasso Financial Advisors
Pennsylvania
$289K +$30.5K +484 +12%
SB
427
Strategic Blueprint
Georgia
$282K -$18.8K -299 -6%
CIC
428
Carnegie Investment Counsel
Ohio
$282K – – –
SBIA
429
Sheaff Brock Investment Advisors
Indiana
$281K – – –
WP
430
WealthSource Partners
California
$278K -$58.5K -930 -17%
B
431
Bensler
Washington
$275K +$189 +3 +0.1%
OSAM
432
O'Shaughnessy Asset Management
Connecticut
$272K -$28.4K -450 -9%
MCM
433
McDonough Capital Management
Florida
$270K – – –
SWPG
434
Strategic Wealth Partners Group
Illinois
$267K – – –
SNBOSD
435
Security National Bank of So Dak
Iowa
$266K – – –
PCM
436
Perritt Capital Management
Illinois
$265K – – –
AWA
437
ARQ Wealth Advisors
Arizona
$263K – – –
TW
438
Transform Wealth
Colorado
$261K – – –
GFS
439
GYL Financial Synergies
Connecticut
$260K – – –
FMWA
440
Forvis Mazars Wealth Advisors
Missouri
$260K – – –
BCA
441
Bay Colony Advisors
Massachusetts
$260K +$189 +3 +0.1%
NFC
442
Northeast Financial Consultants
Connecticut
$256K – – –
WLPWM
443
Walled Lake Planning & Wealth Management
Illinois
$255K -$316 -5 -0.1%
SIC
444
Sterling Investment Counsel
New York
$252K -$12.7K -201 -5%
MA
445
MKT Advisors
California
$252K – – –
BFM
446
Boston Financial Management
Massachusetts
$251K – – –
DAS
447
Dynamic Advisor Solutions
Arizona
$250K -$5.6K -89 -2%
FWP
448
FAS Wealth Partners
Kansas
$248K +$944 +15 +0.4%
AUB
449
Atlantic Union Bankshares
Virginia
$246K – – –
FNBTCON
450
First National Bank & Trust Co of Newtown
Pennsylvania
$245K – – –
16 17
18
19 20