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

693 hedge funds and large institutions have $4.8B invested in iShares S&P Mid-Cap 400 Growth ETF in 2022 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 200 increasing their positions, 224 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
693
Holders Change
+53
Holders Change %
+8.28%
% of All Funds
11.18%
Holding in Top 10
26
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+23.81%
% of All Funds
0.42%
New
96
Increased
200
Reduced
224
Closed
34
Calls
$287K
Puts
$109K
Net Calls
+$178K
Net Calls Change
-$269K

Top Buyers

1
TA
1
Tiedemann Advisors
New York
$70.3M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$246M
3
Bank of America
3
Bank of America
North Carolina
$264M
4
MMEA
4
Main Management ETF Advisors
California
$103M
5
AAP
5
Arax Advisory Partners
Colorado
$22.1M

Top Sellers

1
WIA
1
World Investment Advisors
California
$2.16M
2
Wells Fargo
2
Wells Fargo
California
$606M
3
HNB
3
Huntington National Bank
Ohio
$8.29M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$34M
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
676
Avion Wealth
Texas
$5K – – –
SC
677
Sawyer & Company
Massachusetts
$5K +$5K +70 New
GI
678
Gradient Investments
Minnesota
$4.64K +$4.64K +68 New
NMG
679
New Millennium Group
Utah
$4.1K – – –
FAM
680
Family Asset Management
South Carolina
$4.1K +$4.1K +60 New
HFS
681
Hantz Financial Services
Michigan
$4K +$4K +56 New
FFA
682
Farther Finance Advisors
California
$3.55K +$3.55K +52 New
BFA
683
BBJS Financial Advisors
Washington
$3.42K +$3.42K +50 New
LWA
684
Lowe Wealth Advisors
Maryland
$2.73K – – –
CT
685
Colonial Trust
South Carolina
$2.32K +$2.32K +34 New
SCA
686
Stonebridge Capital Advisors
Minnesota
$1.92K +$1.92K +28 New
YAL
687
Your Advocates Ltd
Texas
$1.91K – – –
TCWA
688
Ten Capital Wealth Advisors
Washington
$1.91K – – –
LFG
689
Larson Financial Group
Missouri
$1.37K – – –
MIM
690
MTM Investment Management
South Carolina
$1.37K – – –
MRCM
691
M&R Capital Management
New Jersey
$1.02K +$1.02K +15 New
AssetMark Inc
692
AssetMark Inc
California
$546 – – –
CWP
693
Concord Wealth Partners
Virginia
$68 +$68 +1 New
WIM
694
Westside Investment Management
California
$19 – – –
CIAS
695
CFS Investment Advisory Services
New Jersey
– -$593K -3,743,112 Closed
CCMG
696
Clark Capital Management Group
Pennsylvania
– -$6.27M -99,481 Closed
MA
697
MUFG Americas
New York
– -$3.58M -56,832 Closed
OPS
698
Orion Portfolio Solutions
Nebraska
– -$2.17M -34,493 Closed
RA
699
RFG Advisory
Alabama
– -$930K -13,557 Closed
YIH
700
Y-Intercept (HK)
Hong Kong
– -$757K -12,005 Closed
26 27
28
29 30