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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
+$14.8M
2
JF
JSF Financial
California
+$10.5M
3
Goldman Sachs
Goldman Sachs
New York
+$10.3M
4
TA
Tiedemann Advisors
New York
+$9.07M
5
Financial Engines Advisors
Financial Engines Advisors
California
+$5.4M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$36.2M
2
Osaic Holdings
Osaic Holdings
Arizona
-$28.7M
3
LPL Financial
LPL Financial
California
-$26.4M
4
SCM
Sandler Capital Management
New York
-$20.6M
5
RJA
Raymond James & Associates
Florida
-$20.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
726
Oppenheimer Asset Management
New York
– -$471K -5,529 Closed
5L
727
55I LLC
Massachusetts
– -$444K -5,212 Closed
HR
728
Hardy Reed
Mississippi
– -$404K -4,739 Closed
HCM
729
HMS Capital Management
Tennessee
– -$390K -4,574 Closed
PCM
730
Prelude Capital Management
New York
– -$374K -4,392 Closed
RAM
731
Riggs Asset Management
Pennsylvania
– -$369K -4,327 Closed
EWA
732
EverSource Wealth Advisors
Alabama
– -$362K -4,240 Closed
SFM
733
Signet Financial Management
New Jersey
– -$337K -3,956 Closed
GC
734
Gratus Capital
Georgia
– -$317K -3,720 Closed
WCM
735
Wealthcare Capital Management
Virginia
– -$293K -3,440 Closed
SFS
736
Security Financial Services
Indiana
– -$291K -3,416 Closed
EA
737
Eudaimonia Advisors
Tennessee
– -$278K -3,260 Closed
WDG
738
Wealth Dimensions Group
Ohio
– -$273K -3,199 Closed
AOWM
739
Alpha Omega Wealth Management
Virginia
– -$245K -3,028 Closed
FNB
740
Farmers National Bank
Kentucky
– -$217K -2,548 Closed
CSIC
741
Clifford Swan Investment Counsel
California
– -$214K -2,506 Closed
MI
742
Moneywise Inc
Virginia
– -$211K -2,477 Closed
TNBTD
743
Trustmark National Bank Trust Department
Mississippi
– -$209K -2,454 Closed
FWM
744
Frontier Wealth Management
Missouri
– -$209K -2,452 Closed
SWA
745
Strategies Wealth Advisors
Michigan
– -$208K -2,440 Closed
WAL
746
W Advisors LLC
Tennessee
– -$206K -2,412 Closed
ICM
747
IMS Capital Management
Oregon
– -$205K -2,408 Closed
SAM
748
Summit Asset Management
Tennessee
– -$203K -2,380 Closed
PIMG
749
Patriot Investment Management Group
Tennessee
– -$202K -2,376 Closed
RA
750
RFG Advisory
Alabama
– -$203K -2,376 Closed
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