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

644 hedge funds and large institutions have $5.18B invested in iShares S&P Mid-Cap 400 Growth ETF in 2021 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 164 increasing their positions, 210 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
644
Holders Change
-10
Holders Change %
-1.53%
% of All Funds
11.31%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.35%
New
44
Increased
164
Reduced
210
Closed
44
Calls
$4.7M
Puts
$5K
Net Calls
+$4.69M
Net Calls Change
+$3.47M

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$105M
2
CIAS
CFS Investment Advisory Services
New Jersey
$5.74M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$193M
4
JWA
JFS Wealth Advisors
Pennsylvania
$4.7M
5
Mariner
Mariner
Kansas
$13.2M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$1K
2
Wells Fargo
Wells Fargo
California
$833M
3
Morgan Stanley
Morgan Stanley
New York
$514M
4
Goldman Sachs
Goldman Sachs
New York
$253M
5
Osaic Holdings
Osaic Holdings
Arizona
$54.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
476
Centaurus Financial
California
$240K – – –
AOWM
477
Alpha Omega Wealth Management
Virginia
$240K – – –
WA
478
Wambolt & Associates
Colorado
$240K – – –
FFA
479
Freedman Financial Associates
Massachusetts
$238K +$49.2K +620 +26%
EA
480
Eclectic Associates
California
$235K – – –
KIG
481
Kowal Investment Group
Wisconsin
$235K +$317 +4 +0.1%
SHWM
482
Smith & Howard Wealth Management
Georgia
$234K – – –
HIA
483
Harbor Investment Advisory
Maryland
$232K -$2.77K -35 -1%
HIMC
484
Heritage Investors Management Corp
Maryland
$231K – – –
CFA
485
Cahill Financial Advisors
Minnesota
$229K +$1.42K +18 +0.6%
SMC
486
Smith, Moore & Co
Missouri
$228K – – –
FNBOH
487
First National Bank of Hutchinson
Kansas
$226K – – –
III
488
Independent Investors Inc
New York
$222K – – –
PIP
489
Peachtree Investment Partners
Florida
$218K -$15.8K -200 -7%
WDC
490
Woodward Diversified Capital
California
$218K -$7.68K -97 -3%
IIC
491
Ironwood Investment Counsel
Arizona
$216K – – –
FCCM
492
First City Capital Management
Georgia
$216K – – –
KA
493
Klingman & Associates
New York
$216K +$216K +2,732 New
BPM
494
Bowling Portfolio Management
Ohio
$215K -$3.41K -43 -2%
BS
495
Boenning & Scattergood
Pennsylvania
$214K +$214K +2,705 New
PFA
496
Plotkin Financial Advisors
Maryland
$209K – – –
WB
497
WesBanco Bank
West Virginia
$208K -$475 -6 -0.2%
BU
498
BBVA USA
Alabama
$208K – – –
FNB
499
Farmers National Bank
Kentucky
$207K +$207K +2,868 New
GVAG
500
Great Valley Advisor Group
Delaware
$207K +$1.03K +13 +0.5%
18 19
20
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