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

659 hedge funds and large institutions have $3.96B invested in iShares S&P Mid-Cap 400 Growth ETF in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 184 increasing their positions, 232 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
659
Holders Change
-46
Holders Change %
-6.52%
% of All Funds
11.14%
Holding in Top 10
18
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-14.29%
% of All Funds
0.3%
New
41
Increased
184
Reduced
232
Closed
77
Calls
$255K
Puts
–
Net Calls
+$255K
Net Calls Change
-$2.05M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$63.5M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$32.6M
3
WIA
World Investment Advisors
California
+$23.3M
4
WSFS
Wilmington Savings Fund Society
Delaware
+$16.7M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$6.01M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$319M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$65.6M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$40.9M
4
Wells Fargo
Wells Fargo
California
-$31.5M
5
DADC
D.A. Davidson & Co
Montana
-$28.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBNA
476
Bremer Bank National Association
Minnesota
$220K -$80K -1,252 -27%
HBW
477
Hazlett, Burt & Watson
West Virginia
$220K +$318 +5 +0.1%
TFS
478
Thoroughbred Financial Services
Tennessee
$219K +$1.85K +29 +0.9%
PFO
479
Pathstone Family Office
New Jersey
$217K +$217K +3,412 New
MMHP
480
Murphy Middleton Hinkle & Parker
Georgia
$217K +$319 +5 +0.1%
SCA
481
Sandy Cove Advisors
Massachusetts
$216K +$64 +1 +0%
AI
482
Accredited Investors
Minnesota
$216K +$5.67K +89 +3%
GPA
483
Garrison Point Advisors
California
$212K – – –
MC
484
Moors & Cabot
Massachusetts
$212K +$212K +3,333 New
KIG
485
Kowal Investment Group
Wisconsin
$211K +$510 +8 +0.2%
LWM
486
Laidlaw Wealth Management
New York
$211K +$211K +3,318 New
DY
487
Dowling & Yahnke
California
$209K – – –
CCM
488
Condor Capital Management
New Jersey
$208K -$5.09K -80 -2%
NIM
489
Northeast Investment Management
Massachusetts
$208K – – –
MIH
490
Meitav Investment House
Israel
$206K – – –
IC
491
IEQ Capital
California
$205K +$255 +4 +0.1%
SS
492
Simplicity Solutions
Minnesota
$204K -$64 -1 -0%
AIA
493
Arcadia Investment Advisors
Idaho
$204K – – –
SKK
494
Shepherd Kaplan Krochuk
Massachusetts
$201K – – –
KCM
495
Kendall Capital Management
Maryland
$201K – – –
BAM
496
Belpointe Asset Management
Nevada
$194K +$21.1K +331 +12%
BSWA
497
Bromfield Sneider Wealth Advisors
Massachusetts
$190K – – –
CA
498
CoreCap Advisors
Michigan
$189K -$2.23K -35 -1%
TF
499
Tompkins Financial
New York
$187K – – –
HIA
500
Harbor Investment Advisory
Maryland
$187K – – –
18 19
20
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