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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 %
NEWAS
476
N.E.W. Advisory Services
Wisconsin
$216K -$6.3K -100 -3%
DIM
477
Delta Investment Management
California
$216K +$216K +3,433 New
AI
478
Accredited Investors
Minnesota
$214K – – –
MMHP
479
Murphy Middleton Hinkle & Parker
Georgia
$214K +$63 +1 +0%
SCA
480
Sandy Cove Advisors
Massachusetts
$214K +$126 +2 +0.1%
SS
481
Simplicity Solutions
Minnesota
$213K +$10.9K +172 +5%
GPA
482
Garrison Point Advisors
California
$210K – – –
KIG
483
Kowal Investment Group
Wisconsin
$210K +$1.14K +18 +0.5%
MWM
484
Modera Wealth Management
New Jersey
$209K -$32.6K -516 -13%
BBNA
485
Bremer Bank National Association
Minnesota
$209K -$8.33K -132 -4%
LWM
486
Laidlaw Wealth Management
New York
$209K – – –
MIH
487
Meitav Investment House
Israel
$207K – – –
RWA
488
Ropes Wealth Advisors
Massachusetts
$207K +$207K +3,290 New
BJL
489
Brighton Jones LLC
Washington
$206K -$170K -2,704 -45%
DY
490
Dowling & Yahnke
California
$206K – – –
CCM
491
Condor Capital Management
New Jersey
$206K – – –
NIM
492
Northeast Investment Management
Massachusetts
$205K – – –
ATC
493
Argent Trust Co
Tennessee
$203K -$94.5K -1,495 -32%
IC
494
IEQ Capital
California
$203K +$503 +8 +0.2%
MGIA
495
Matthew Goff Investment Advisor
Texas
$202K +$202K +3,199 New
ADL
496
Asset Dedication LLC
California
$197K +$197K +3,117 New
GWM
497
Geneos Wealth Management
Colorado
$194K -$28.4K -452 -13%
BSWA
498
Bromfield Sneider Wealth Advisors
Massachusetts
$188K – – –
HIA
499
Harbor Investment Advisory
Maryland
$185K – – –
TF
500
Tompkins Financial
New York
$184K – – –
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