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

705 hedge funds and large institutions have $4.98B invested in iShares S&P Mid-Cap 400 Growth ETF in 2022 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 212 increasing their positions, 223 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
705
Holders Change
-27
Holders Change %
-3.69%
% of All Funds
11.16%
Holding in Top 10
21
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-22.22%
% of All Funds
0.33%
New
41
Increased
212
Reduced
223
Closed
59
Calls
$2.3M
Puts
–
Net Calls
+$2.3M
Net Calls Change
+$752K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$134M
2
JF
JSF Financial
California
$10.5M
3
Goldman Sachs
Goldman Sachs
New York
$253M
4
TA
Tiedemann Advisors
New York
$22.9M
5
Financial Engines Advisors
Financial Engines Advisors
California
$145M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$66.8M
2
Osaic Holdings
Osaic Holdings
Arizona
$23.1M
3
LPL Financial
LPL Financial
California
$65.7M
4
SCM
Sandler Capital Management
New York
$0
5
RJA
Raymond James & Associates
Florida
$66.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFP
701
Tilia Fiduciary Partners
North Carolina
$2K – – –
HR
702
Howe & Rusling
New York
$2K – – –
TCWA
703
Ten Capital Wealth Advisors
Washington
$2K – – –
PGAM
704
Princeton Global Asset Management
New Jersey
$2K +$2K +22 New
AssetMark Inc
705
AssetMark Inc
California
$1K -$5.88K -47 -85%
CWP
706
Concord Wealth Partners
Virginia
$1K +$429 +3 +75%
SLWA
707
San Luis Wealth Advisors
California
$1K +$1K +12 New
WIM
708
Westside Investment Management
California
$22 – – –
SCM
709
Sandler Capital Management
New York
– -$20.6M -242,000 Closed
CM
710
Churchill Management
California
– -$14.4M -168,386 Closed
SAF
711
Smith Anglin Financial
Texas
– -$12.7M -148,671 Closed
FC
712
Fulcrum Capital
Washington
– -$8.63M -101,173 Closed
AWE
713
Avidian Wealth Enterprises
Texas
– -$4.75M -55,676 Closed
CIC
714
Chilton Investment Company
Connecticut
– -$3.02M -35,462 Closed
FTS
715
Fifth Third Securities
Ohio
– -$2.83M -33,186 Closed
CAM
716
Congress Asset Management
Massachusetts
– -$1.84M -21,618 Closed
TWP
717
Tempus Wealth Planning
California
– -$1.69M -19,788 Closed
MYIA
718
Mount Yale Investment Advisors
Colorado
– -$1.26M -14,791 Closed
SG Americas Securities
719
SG Americas Securities
New York
– -$1.11M -13,000 Closed
PA
720
PFG Advisors
Arizona
– -$1M -11,764 Closed
NA
721
NewEdge Advisors
Louisiana
– -$746K -8,750 Closed
Allspring Global Investments
722
Allspring Global Investments
North Carolina
– -$669K -7,856 Closed
HIIFS
723
Harel Insurance Investments & Financial Services
Israel
– -$544K -6,400 Closed
6F
724
626 Financial
Michigan
– -$539K -6,320 Closed
PS
725
Planned Solutions
California
– -$502K -5,884 Closed
27 28
29
30 31