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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 %
WBC
501
West Branch Capital
Massachusetts
$185K +$447 +7 +0.2%
BBHC
502
Brown Brothers Harriman & Co
New York
$181K – – –
HI
503
Harbour Investments
Wisconsin
$176K +$176K +2,766 New
CF
504
Centaurus Financial
California
$171K -$2.93K -46 -2%
WB
505
West Bancorporation
Iowa
$169K -$11K -173 -6%
AF
506
Allworth Financial
California
$168K +$255 +4 +0.2%
CB
507
CNB Bank
Pennsylvania
$157K – – –
S
508
SignatureFD
Georgia
$154K -$2.22K -35 -1%
EI
509
Ellevest Inc
New York
$154K – – –
CCM
510
Colorado Capital Management
Colorado
$152K – – –
JEST
511
JTC Employer Solutions Trustee
Jersey
$151K – – –
DAC
512
Dividend Assets Capital
South Carolina
$150K +$101K +1,593 +207%
PIP
513
Peachtree Investment Partners
Florida
$148K +$127 +2 +0.1%
TWA
514
TCI Wealth Advisors
Arizona
$147K +$64 +1 +0%
CFA
515
CWS Financial Advisors
Michigan
$144K +$144K +2,262 New
RIM
516
Rockbridge Investment Management
New York
$142K -$22.4K -351 -14%
CFD
517
Creative Financial Designs
Indiana
$140K +$320 +5 +0.2%
FP
518
Financial Perspectives
Minnesota
$138K +$191 +3 +0.1%
CT
519
Cambridge Trust
Massachusetts
$137K -$78.7K -1,234 -36%
MA
520
Montag & Associates
Georgia
$134K – – –
VNA
521
Valley National Advisers
Pennsylvania
$123K – – –
HPC
522
HM Payson & Co
Maine
$122K +$109K +1,712 +856%
PP
523
PFS Partners
New Jersey
$120K – – –
FDCDDQ
524
Federation des caisses Desjardins du Quebec
Quebec, Canada
$120K – – –
PFBT
525
Parkside Financial Bank & Trust
Missouri
$118K – – –
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