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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 %
JFGIW
601
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$23K -$18.1K -284 -44%
BC
602
Bartlett & Co
Ohio
$23K – – –
BWM
603
BigSur Wealth Management
Florida
$23K – – –
SMA
604
Sage Mountain Advisors
Georgia
$21K – – –
RPCA
605
Running Point Capital Advisors
California
$21K +$21K +327 New
AW
606
ACG Wealth
Georgia
$21K +$21K +332 New
SIS
607
Sound Income Strategies
Florida
$20K – – –
PCFFS
608
Pacific Center for Financial Services
California
$20K – – –
AA
609
Ancora Advisors
Ohio
$20K – – –
PAIM
610
Punch & Associates Investment Management
Minnesota
$19K – – –
FCMT
611
Founders Capital Management (Texas)
Texas
$19K +$19K +303 New
CNBTD
612
Citizens National Bank Trust Department
Mississippi
$18K -$28.5K -444 -61%
CIA
613
Choate Investment Advisors
Massachusetts
$16K – – –
TAIM
614
TD Ameritrade Investment Management
Nebraska
$15K -$8.76K -136 -37%
FCG
615
Financial Connections Group
California
$15K – – –
BWL
616
Bogart Wealth LLC
Virginia
$13K -$5K -80 -28%
YAL
617
Your Advocates Ltd
Texas
$13K – – –
POIA
618
Pin Oak Investment Advisors
Texas
$12K -$7.4K -116 -38%
AWM
619
Atticus Wealth Management
Florida
$12K – – –
BAM
620
Baldrige Asset Management
Pennsylvania
$12K – – –
NSIM
621
North Star Investment Management
Illinois
$11K – – –
TIM
622
Tortoise Investment Management
New York
$11K – – –
OPW
623
Oxler Private Wealth
New York
$10.3K +$10.3K +160 New
MPCG
624
Matrix Private Capital Group
New York
$10K – – –
HFA
625
HC Financial Advisors
California
$10K – – –
23 24
25
26 27