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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 %
GWSG
526
GPS Wealth Strategies Group
Colorado
$115K +$64 +1 +0.1%
CFO
527
CVA Family Office
Colorado
$115K +$51K +800 +80%
PB
528
Pinnacle Bancorp
Nebraska
$112K -$5.73K -90 -5%
DI
529
Disciplined Investments
Oklahoma
$107K – – –
SFCL
530
Strengthening Families & Communities LLC
Massachusetts
$105K – – –
DSC
531
Duncker Streett & Co
Missouri
$101K – – –
COCM
532
Charter Oak Capital Management
New Hampshire
$99K +$1.21K +19 +1%
KSWA
533
Kathleen S. Wright Associates
Pennsylvania
$96K – – –
LB
534
Legacy Bridge
Iowa
$93K – – –
FCB
535
First Command Bank
Texas
$86K – – –
FCFS
536
First Command Financial Services
Texas
$86K – – –
SAM
537
S.A. Mason
Michigan
$85K – – –
SIC
538
Salem Investment Counselors
North Carolina
$85K +$35.6K +560 +72%
RA
539
Rise Advisors
New York
$81K +$5.79K +91 +8%
Allspring Global Investments
540
Allspring Global Investments
North Carolina
$81K +$81K +1,299 New
HCM
541
Horrell Capital Management
Arkansas
$78K – – –
CPA
542
Cardiff Park Advisors
California
$76K -$80.2K -1,266 -51%
BONH
543
Bank of New Hampshire
New Hampshire
$76K -$60.6K -955 -44%
MIM
544
Macroview Investment Management
Maryland
$73K +$11.7K +183 +19%
BTI
545
Blue Trust Inc
Georgia
$73K +$73K +940 New
MHR
546
Matthew Hamilton Rosenberg
$72K – – –
TWM
547
Tradition Wealth Management
Minnesota
$70K +$31.6K +410 +82%
FF
548
FourThought Financial
Florida
$69K +$959 +15 +1%
ZB
549
Zions Bancorporation
Utah
$69K +$43.6K +685 +171%
EWM
550
Endurance Wealth Management
Rhode Island
$68K -$9.59K -150 -12%
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