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

732 hedge funds and large institutions have $5.74B invested in iShares S&P Mid-Cap 400 Growth ETF in 2021 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 201 increasing their positions, 203 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
+88
Holders Change %
+13.66%
% of All Funds
11.31%
Holding in Top 10
27
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+35%
% of All Funds
0.42%
New
122
Increased
201
Reduced
203
Closed
22
Calls
$1.55M
Puts
$1K
Net Calls
+$1.55M
Net Calls Change
-$3.14M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$42.1M
2
SCM
Sandler Capital Management
New York
+$20.6M
3
Bank of America
Bank of America
North Carolina
+$20M
4
BF
BOK Financial
Oklahoma
+$18M
5
LWAC
Laurel Wealth Advisors (California)
California
+$12.4M

Top Sellers

1
LIA
LBMC Investment Advisors
Tennessee
-$63.1M
2
Wells Fargo
Wells Fargo
California
-$28.5M
3
WIA
World Investment Advisors
California
-$25.3M
4
UBS Group
UBS Group
Switzerland
-$18.9M
5
HNB
Huntington National Bank
Ohio
-$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
526
Freedman Financial Associates
Massachusetts
$256K – – –
BSWA
527
Bromfield Sneider Wealth Advisors
Massachusetts
$254K +$254K +2,984 New
EA
528
Eclectic Associates
California
$253K – – –
CG
529
CFO4Life Group
Texas
$252K +$252K +2,950 New
HIA
530
Harbor Investment Advisory
Maryland
$250K – – –
TA
531
TFG Advisers
Michigan
$249K -$10.1K -119 -4%
WB
532
West Bancorporation
Iowa
$249K +$249K +2,916 New
HIMC
533
Heritage Investors Management Corp
Maryland
$248K – – –
CFA
534
Cahill Financial Advisors
Minnesota
$247K +$341 +4 +0.1%
SMC
535
Smith, Moore & Co
Missouri
$246K – – –
AOWM
536
Alpha Omega Wealth Management
Virginia
$245K -$405 -5 -0.2%
FNBOH
537
First National Bank of Hutchinson
Kansas
$243K – – –
CCT
538
Chemung Canal Trust
New York
$243K +$243K +2,848 New
III
539
Independent Investors Inc
New York
$239K – – –
RMDI
540
R.M. Davis Inc
Maine
$236K -$22.7K -266 -9%
WWM
541
Western Wealth Management
Colorado
$235K +$235K +2,763 New
KA
542
Klingman & Associates
New York
$233K – – –
CF
543
Centaurus Financial
California
$232K -$26.2K -308 -10%
IIC
544
Ironwood Investment Counsel
Arizona
$232K – – –
BS
545
Boenning & Scattergood
Pennsylvania
$231K +$85 +1 +0%
Kayne Anderson Rudnick Investment Management
546
Kayne Anderson Rudnick Investment Management
California
$231K +$163K +1,903 +238%
BPM
547
Bowling Portfolio Management
Ohio
$230K -$1.28K -15 -0.6%
HI
548
Harbour Investments
Wisconsin
$228K -$404K -4,742 -64%
TWP
549
Total Wealth Planning
Ohio
$228K -$645K -2,950 -74%
PFA
550
Plotkin Financial Advisors
Maryland
$225K – – –
20 21
22
23 24