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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 %
DC
676
Davenport & Co
Virginia
– -$297K -3,844 Closed
KIA
677
KCM Investment Advisors
California
– -$282K -3,656 Closed
BCI
678
Brinker Capital Investments
Pennsylvania
– -$279K -3,607 Closed
WS
679
Wedbush Securities
California
– -$278K -3,604 Closed
HWM
680
Hohimer Wealth Management
Washington
– -$277K -3,581 Closed
HCC
681
Hirtle Callaghan & Co
Pennsylvania
– -$274K -3,547 Closed
PWP
682
Personal Wealth Partners
Minnesota
– -$274K -3,540 Closed
KWMG
683
King Wealth Management Group
Florida
– -$273K -3,528 Closed
CAM
684
Concorde Asset Management
Michigan
– -$268K -3,473 Closed
WA
685
Wambolt & Associates
Colorado
– -$255K -3,263 Closed
BWM
686
Benchmark Wealth Management
Connecticut
– -$248K -3,206 Closed
MGIA
687
Matthew Goff Investment Advisor
Texas
– -$247K -3,199 Closed
V
688
VeraBank
Texas
– -$243K -3,147 Closed
DT
689
Diversified Trust
Tennessee
– -$240K -3,102 Closed
RWP
690
Revolve Wealth Partners
New Jersey
– -$238K -3,080 Closed
AWA
691
Arete Wealth Advisors
Illinois
– -$233K -3,018 Closed
PPP
692
Private Portfolio Partners
New Jersey
– -$232K -3,000 Closed
EA
693
Eclectic Associates
California
– -$229K -2,968 Closed
CG
694
CFO4Life Group
Texas
– -$228K -2,950 Closed
TA
695
TFG Advisers
Michigan
– -$225K -2,907 Closed
CFA
696
Cahill Financial Advisors
Minnesota
– -$224K -2,905 Closed
HIMC
697
Heritage Investors Management Corp
Maryland
– -$225K -2,900 Closed
SMC
698
Smith, Moore & Co
Missouri
– -$223K -2,880 Closed
FNBOH
699
First National Bank of Hutchinson
Kansas
– -$220K -2,852 Closed
CCT
700
Chemung Canal Trust
New York
– -$220K -2,848 Closed
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