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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 %
SIC
451
Sterling Investment Counsel
New York
$359K +$359K +4,211 New
PCM
452
Perritt Capital Management
Illinois
$358K – – –
BFM
453
Boston Financial Management
Massachusetts
$357K – – –
AWA
454
ARQ Wealth Advisors
Arizona
$355K – – –
HCP
455
Holt Capital Partners
Texas
$355K – – –
MFG
456
Merit Financial Group
Georgia
$355K +$85 +1 +0%
WLPWM
457
Walled Lake Planning & Wealth Management
Illinois
$353K -$427 -5 -0.1%
BCA
458
Bay Colony Advisors
Massachusetts
$351K +$85 +1 +0%
IWC
459
Integrated Wealth Concepts
Massachusetts
$348K -$4.01K -47 -1%
NFC
460
Northeast Financial Consultants
Connecticut
$346K – – –
FDS
461
Freedom Day Solutions
Texas
$343K -$2.31K -27 -0.7%
BFA
462
Bragg Financial Advisors
North Carolina
$342K – – –
DP
463
Denver PWM
Colorado
$342K +$1.02K +12 +0.3%
NWM
464
Nauset Wealth Management
Connecticut
$341K +$341K +4,000 New
CWM
465
ClientFirst Wealth Management
Arkansas
$339K +$339K +4,324 New
SFM
466
Signet Financial Management
New Jersey
$337K -$128K -1,500 -27%
AUB
467
Atlantic Union Bankshares
Virginia
$333K – – –
FNBTCON
468
First National Bank & Trust Co of Newtown
Pennsylvania
$332K – – –
RRC
469
Relaxing Retirement Coach
Massachusetts
$331K – – –
HCMT
470
Highland Capital Management (Tennessee)
Tennessee
$328K – – –
HIM
471
Hanlon Investment Management
New Jersey
$327K +$5.12K +60 +2%
GWS
472
Glassman Wealth Services
Virginia
$327K +$17.4K +204 +6%
CCA
473
Clearwater Capital Advisors
Illinois
$326K – – –
HCC
474
Hirtle Callaghan & Co
Pennsylvania
$326K +$326K +3,828 New
DC
475
Davenport & Co
Virginia
$324K +$23.9K +280 +8%
17 18
19
20 21