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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 %
RRC
451
Relaxing Retirement Coach
Massachusetts
$244K – – –
BRWA
452
B. Riley Wealth Advisors
Florida
$243K +$21.9K +346 +10%
SFG
453
Summit Financial Group
West Virginia
$242K -$25.2K -400 -9%
AWM
454
Aprio Wealth Management
Georgia
$242K +$242K +3,844 New
CCA
455
Clearwater Capital Advisors
Illinois
$241K – – –
HCMT
456
Highland Capital Management (Tennessee)
Tennessee
$241K – – –
NB
457
NBT Bank
New York
$240K -$137K -2,180 -36%
LWM
458
Lyell Wealth Management
California
$239K – – –
CL
459
Choreo LLC
Illinois
$239K +$239K +3,800 New
IBOK
460
Independence Bank of Kentucky
Kentucky
$237K -$6.3K -100 -3%
HCP
461
Holt Capital Partners
Texas
$236K -$26.5K -420 -10%
SHWM
462
Smith & Howard Wealth Management
Georgia
$236K +$236K +3,745 New
DP
463
Denver PWM
Colorado
$235K +$908 +14 +0.4%
CPSC
464
Carl P. Sherr & Co
Massachusetts
$233K -$16.4K -260 -7%
MC
465
Moors & Cabot
Massachusetts
$233K +$23K +365 +11%
EW
466
Enzi Wealth
Texas
$232K +$232K +3,220 New
CFGS
467
Concourse Financial Group Securities
Alabama
$231K -$8.26K -131 -3%
BAAM
468
Baker Avenue Asset Management
California
$231K +$231K +3,660 New
SWM
469
SeaCrest Wealth Management
New York
$229K -$139K -2,200 -38%
GWS
470
Glassman Wealth Services
Virginia
$229K – – –
IFWM
471
Institute for Wealth Management
Colorado
$228K – – –
AMG
472
Advisors Management Group
Wisconsin
$227K – – –
TNB
473
Thomasville National Bank
Georgia
$222K – – –
BSI
474
Bennett Selby Investments
Maine
$221K – – –
HBW
475
Hazlett, Burt & Watson
West Virginia
$218K +$63 +1 +0%
17 18
19
20 21