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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
1
Fidelity Investments
Massachusetts
$132M
2
SCM
2
Sandler Capital Management
New York
$20.6M
3
Bank of America
3
Bank of America
North Carolina
$295M
4
BF
4
BOK Financial
Oklahoma
$68.7M
5
LWAC
5
Laurel Wealth Advisors (California)
California
$12.4M

Top Sellers

1
LIA
1
LBMC Investment Advisors
Tennessee
$1.08M
2
Wells Fargo
2
Wells Fargo
California
$869M
3
WIA
3
World Investment Advisors
California
$2.03M
4
UBS Group
4
UBS Group
Switzerland
$161M
5
HNB
5
Huntington National Bank
Ohio
$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
EK
651
Evensky & Katz
Florida
$52K +$85 +1 +0.2%
CFN
652
Cordasco Financial Network
Florida
$51K – – –
RPCONE
653
Retirement Planning Company of New England
Rhode Island
$51K +$51K +600 New
CT
654
Cambridge Trust
Massachusetts
$47K +$47K +548 New
BFC
655
Bedel Financial Consulting
Indiana
$46K – – –
AIP
656
Ahrens Investment Partners
Louisiana
$43K +$43K +500 New
TWM
657
Tradition Wealth Management
Minnesota
$42K – – –
WT
658
Washington Trust
Rhode Island
$41K – – –
CWS
659
Confluence Wealth Services
Pennsylvania
$41K +$41K +492 New
SWA
660
Sutton Wealth Advisors
Florida
$40.2K – – –
KPCM
661
Kings Point Capital Management
New York
$40K – – –
EW
662
Element Wealth
Mississippi
$39K +$86 +1 +0.2%
SIAP
663
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$38K – – –
TFGT
664
TS Financial Group (TSFG)
Illinois
$37K +$17.1K +200 +86%
MAM
665
Meeder Asset Management
Ohio
$36K – – –
ACA
666
Aptus Capital Advisors
Alabama
$35K +$85 +1 +0.2%
HDIM
667
Hanson & Doremus Investment Management
Vermont
$34K – – –
ZB
668
Zions Bancorporation
Utah
$34K – – –
CTB
669
Country Trust Bank
Illinois
$33K – – –
LS
670
Leelyn Smith
Illinois
$32K – – –
TAIM
671
TD Ameritrade Investment Management
Nebraska
$31K +$504 +6 +2%
NSIM
672
North Star Investment Management
Illinois
$30K – – –
Koshinski Asset Management
673
Koshinski Asset Management
Illinois
$28.5K – – –
SMA
674
Sage Mountain Advisors
Georgia
$28K – – –
MCC
675
Money Concepts Capital
Florida
$28K +$28K +324 New
25 26
27
28 29