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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 %
SC
551
Steph & Co
Wisconsin
$68K – – –
SSC
552
Syverson Strege & Co
Iowa
$67K -$7.42K -117 -10%
AF
553
Affiance Financial
Minnesota
$66K – – –
PCG
554
Private Capital Group
Connecticut
$65K -$644K -10,025 -91%
TAM
555
Townsend Asset Management
North Carolina
$63K – – –
PO
556
Private Ocean
California
$63K – – –
CPFP
557
Clear Perspectives Financial Planning
Ohio
$63K – – –
BA
558
Ballast Advisors
Minnesota
$62K – – –
RP
559
Rice Partnership
Hawaii
$61K – – –
PSB
560
Piscataqua Savings Bank
New Hampshire
$61K +$61K +960 New
ST
561
Smithfield Trust
Pennsylvania
$59K -$6.84K -106 -10%
SWM
562
Sugarloaf Wealth Management
Georgia
$57K – – –
CA
563
Crewe Advisors
Utah
$55K – – –
PFS
564
Prospera Financial Services
Texas
$54K -$1.59M -24,955 -97%
MWA
565
Moser Wealth Advisors
Washington
$54K – – –
AIA
566
Armor Investment Advisors
North Carolina
$54K – – –
FFA
567
Founders Financial Alliance
North Carolina
$53K +$4.87K +76 +10%
FCA
568
FinTrust Capital Advisors
South Carolina
$52K – – –
Kayne Anderson Rudnick Investment Management
569
Kayne Anderson Rudnick Investment Management
California
$51K -$13.3K -208 -21%
IIL
570
Insight Inv LLC
California
$49K – – –
AAP
571
Arax Advisory Partners
Colorado
$48K -$14.4M -224,303 -100%
CIAS
572
Capital Investment Advisory Services
North Carolina
$46K – – –
ANBT
573
American National Bank & Trust
Texas
$45K – – –
AIP
574
Ahrens Investment Partners
Louisiana
$45K – – –
JGIA
575
Jackson Grant Investment Advisers
Connecticut
$44K +$63 +1 +0.1%
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