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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
$77.5M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$56.2M

Top Sellers

1
CDIA
Capital Directions Investment Advisors
Georgia
$19.1M
2
Wells Fargo
Wells Fargo
California
$579M
3
HNB
Huntington National Bank
Ohio
$9.99M
4
Goldman Sachs
Goldman Sachs
New York
$198M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$4.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
MM
26
Main Management
California
$35M +$35M +555,088 New
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$33.4M +$755K +11,976 +2%
WJA
28
Willis Johnson & Associates
Texas
$31.6M -$33.5K -531 -0.1%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$31.2M +$606K +9,619 +2%
RFC
30
Regions Financial Corp
Alabama
$31.1M -$264K -4,197 -0.8%
TWM
31
Tanglewood Wealth Management
Texas
$30.6M +$30.6M +485,614 New
JPMPWA
32
J.P. Morgan Private Wealth Advisors
California
$28.5M +$1.04M +16,573 +4%
JIC
33
Joel Isaacson & Co
New York
$27M -$708K -11,228 -3%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$25.2M -$702K -11,137 -3%
WIA
35
World Investment Advisors
California
$22.6M +$644K +10,223 +3%
1IA
36
1834 Investment Advisors
Wisconsin
$22.5M -$1.45M -22,980 -6%
TA
37
Tiedemann Advisors
New York
$21.9M -$918K -14,559 -4%
Osaic Holdings
38
Osaic Holdings
Arizona
$20.2M -$334K -5,304 -2%
SL
39
Salomon & Ludwin
Virginia
$19.8M +$90.9K +1,442 +0.5%
CDIA
40
Capital Directions Investment Advisors
Georgia
$19.1M -$20.3M -318,227 Closed
SPIA
41
Steward Partners Investment Advisory
New York
$17.6M +$325K +5,159 +2%
CAL
42
Capital Advisors Ltd
Ohio
$14.7M -$8.57K -136 -0.1%
SFI
43
SPC Financial Inc
Maryland
$14.1M -$73.7K -1,170 -0.5%
Stifel Financial
44
Stifel Financial
Missouri
$13.7M -$1.87M -29,686 -12%
FMC
45
First Merchants Corp
Indiana
$13.3M +$32.8K +520 +0.2%
CC
46
Courier Capital
New York
$13.3M +$52.4K +831 +0.4%
CAN
47
Cetera Advisor Networks
California
$13.1M -$446K -7,074 -3%
Lido Advisors
48
Lido Advisors
California
$12.5M -$126K -2,006 -1%
JE
49
JMAC Enterprises
Pennsylvania
$12.4M -$1.27M -20,094 -9%
Creative Planning
50
Creative Planning
Kansas
$11.3M -$162K -2,574 -1%
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