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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 %
WBC
501
West Branch Capital
Massachusetts
$183K +$692 +11 +0.4%
BBHC
502
Brown Brothers Harriman & Co
New York
$183K +$3.84K +61 +2%
HI
503
Harbour Investments
Wisconsin
$176K – – –
CF
504
Centaurus Financial
California
$172K +$2.65K +42 +2%
AF
505
Allworth Financial
California
$166K – – –
WB
506
West Bancorporation
Iowa
$160K -$7.65K -121 -5%
AIA
507
Arcadia Investment Advisors
Idaho
$156K -$45.9K -728 -23%
CB
508
CNB Bank
Pennsylvania
$155K – – –
S
509
SignatureFD
Georgia
$153K – – –
EI
510
Ellevest Inc
New York
$152K – – –
PA
511
PSI Advisors
Florida
$150K -$122K -1,937 -45%
JEST
512
JTC Employer Solutions Trustee
Jersey
$149K – – –
PIP
513
Peachtree Investment Partners
Florida
$147K – – –
TWA
514
TCI Wealth Advisors
Arizona
$145K +$126 +2 +0.1%
CFD
515
Creative Financial Designs
Indiana
$139K +$506 +8 +0.4%
CT
516
Cambridge Trust
Massachusetts
$135K – – –
FP
517
Financial Perspectives
Minnesota
$133K -$3.53K -56 -3%
MA
518
Montag & Associates
Georgia
$132K – – –
VNA
519
Valley National Advisers
Pennsylvania
$125K – – –
PP
520
PFS Partners
New Jersey
$119K – – –
FDCDDQ
521
Federation des caisses Desjardins du Quebec
Quebec, Canada
$119K – – –
PFBT
522
Parkside Financial Bank & Trust
Missouri
$116K – – –
CFO
523
CVA Family Office
Colorado
$114K – – –
DAC
524
Dividend Assets Capital
South Carolina
$111K -$37.2K -593 -25%
PB
525
Pinnacle Bancorp
Nebraska
$111K – – –
19 20
21
22 23