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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 %
KM
701
Kalos Management
Georgia
– -$204K -2,833 Closed
RhumbLine Advisers
702
RhumbLine Advisers
Massachusetts
– -$216K -2,800 Closed
III
703
Independent Investors Inc
New York
– -$216K -2,800 Closed
RMDI
704
R.M. Davis Inc
Maine
– -$214K -2,764 Closed
CT
705
Columbia Trust
Oregon
– -$206K -2,746 Closed
KA
706
Klingman & Associates
New York
– -$211K -2,732 Closed
FCCM
707
First City Capital Management
Georgia
– -$211K -2,732 Closed
IIC
708
Ironwood Investment Counsel
Arizona
– -$210K -2,728 Closed
BS
709
Boenning & Scattergood
Pennsylvania
– -$209K -2,707 Closed
BPM
710
Bowling Portfolio Management
Ohio
– -$208K -2,694 Closed
AL
711
Aspiriant LLC
California
– -$206K -2,670 Closed
PFA
712
Plotkin Financial Advisors
Maryland
– -$204K -2,644 Closed
WB
713
WesBanco Bank
West Virginia
– -$203K -2,630 Closed
GVAG
714
Great Valley Advisor Group
Delaware
– -$208K -2,607 Closed
TCM
715
Traynor Capital Management
Pennsylvania
– -$200K -2,594 Closed
GAM
716
Gemmer Asset Management
California
– -$153K -1,992 Closed
LAS
717
Lloyd Advisory Services
Georgia
– -$123K -1,592 Closed
TFO
718
Tarbox Family Office
California
– -$121K -1,568 Closed
RFWA
719
RPg Family Wealth Advisory
Massachusetts
– -$118K -1,532 Closed
WB
720
Webster Bank
Connecticut
– -$114K -1,470 Closed
ADL
721
Asset Dedication LLC
California
– -$95K -1,239 Closed
AW
722
Alaethes Wealth
Nevada
– -$82K -1,060 Closed
FMTCOCP
723
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
– -$53K -688 Closed
SQA
724
Simon Quick Advisors
New Jersey
– -$52K -668 Closed
HC
725
Hoese & Co
Minnesota
– -$51K -660 Closed
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