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

640 hedge funds and large institutions have $4.08B invested in iShares S&P Mid-Cap 400 Growth ETF in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 182 increasing their positions, 211 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
640
Holders Change
-19
Holders Change %
-2.88%
% of All Funds
11.07%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.36%
New
37
Increased
182
Reduced
211
Closed
48
Calls
$447K
Puts
–
Net Calls
+$447K
Net Calls Change
+$192K

Top Buyers

1
MMEA
Main Management ETF Advisors
California
+$66.3M
2
MM
Main Management
California
+$35M
3
TWM
Tanglewood Wealth Management
Texas
+$30.6M
4
RJA
Raymond James & Associates
Florida
+$23.8M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$20.5M

Top Sellers

1
CDIA
Capital Directions Investment Advisors
Georgia
-$20.3M
2
Wells Fargo
Wells Fargo
California
-$16M
3
HNB
Huntington National Bank
Ohio
-$10.2M
4
Goldman Sachs
Goldman Sachs
New York
-$7.61M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$3.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
APW
651
Aurora Private Wealth
New Jersey
– -$330K -5,171 Closed
Thrivent Financial for Lutherans
652
Thrivent Financial for Lutherans
Minnesota
– -$277K -4,347 Closed
HIM
653
Hanlon Investment Management
New Jersey
– -$275K -4,065 Closed
DFA
654
DHJJ Financial Advisors
Illinois
– -$242K -3,790 Closed
CWM
655
Connecticut Wealth Management
Connecticut
– -$241K -3,780 Closed
FDS
656
Freedom Day Solutions
Texas
– -$228K -3,585 Closed
MP
657
McDonald Partners
Ohio
– -$226K -3,540 Closed
SG
658
StoneX Group
New York
– -$220K -3,452 Closed
TFS
659
Thoroughbred Financial Services
Tennessee
– -$219K -3,438 Closed
SKK
660
Shepherd Kaplan Krochuk
Massachusetts
– -$201K -3,158 Closed
KCM
661
Kendall Capital Management
Maryland
– -$201K -3,154 Closed
CA
662
CoreCap Advisors
Michigan
– -$189K -2,970 Closed
CCM
663
Colorado Capital Management
Colorado
– -$152K -2,384 Closed
CFA
664
CWS Financial Advisors
Michigan
– -$144K -2,262 Closed
RIM
665
Rockbridge Investment Management
New York
– -$142K -2,225 Closed
COCM
666
Charter Oak Capital Management
New Hampshire
– -$99K -1,551 Closed
Allspring Global Investments
667
Allspring Global Investments
North Carolina
– -$81K -1,299 Closed
CPFP
668
Clear Perspectives Financial Planning
Ohio
– -$63K -985 Closed
PFS
669
Prospera Financial Services
Texas
– -$54K -850 Closed
AIP
670
Ahrens Investment Partners
Louisiana
– -$45K -700 Closed
Qube Research & Technologies (QRT)
671
Qube Research & Technologies (QRT)
United Kingdom
– -$38K -595 Closed
CG
672
Cutler Group
California
– -$28K -447 Closed
SIAP
673
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$28K -440 Closed
CICI
674
Capital Investment Counsel Inc
North Carolina
– -$25K -392 Closed
BWM
675
BigSur Wealth Management
Florida
– -$23K -356 Closed
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