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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
$174M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$36.1M
3
WIA
World Investment Advisors
California
$25.1M
4
WSFS
Wilmington Savings Fund Society
Delaware
$55.1M
5
CCMG
Clark Capital Management Group
Pennsylvania
$6.01M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$4.09M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$97.1M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$137M
4
Wells Fargo
Wells Fargo
California
$602M
5
DADC
D.A. Davidson & Co
Montana
$55M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFB
76
Cullen/Frost Bankers
Texas
$5.48M -$187K -2,941 -3%
JFA
77
JNBA Financial Advisors
Minnesota
$5.46M -$74.9K -1,176 -1%
SWA
78
SOA Wealth Advisors
New York
$5.29M +$767K +12,033 +17%
GIM
79
Goelzer Investment Management
Indiana
$5.27M -$17K -266 -0.3%
MBTD
80
Mechanics Bank - Trust Department
California
$5.26M -$11.5K -180 -0.2%
CCM
81
Coldstream Capital Management
Washington
$5.22M -$85.7K -1,345 -2%
Cambridge Investment Research Advisors
82
Cambridge Investment Research Advisors
Iowa
$5.11M -$243K -3,807 -5%
GT
83
Greenleaf Trust
Michigan
$4.8M +$66.6K +1,045 +1%
WAM
84
Weinberger Asset Management
California
$4.79M +$1.21K +19 +0%
US Bancorp
85
US Bancorp
Minnesota
$4.65M +$184K +2,893 +4%
UCFA
86
United Capital Financial Advisors
Texas
$4.44M -$5.67K -89 -0.1%
CAG
87
Csenge Advisory Group
Florida
$4.36M -$13.7M -215,072 -76%
FCFC
88
First Citizens Financial Corp
Iowa
$4.33M +$136K +2,129 +3%
PWP
89
Perfromance Wealth Partners
Illinois
$4.18M -$89.8K -1,409 -2%
ABC
90
Associated Banc-Corp
Wisconsin
$4.17M +$56.7K +889 +1%
CIAS
91
CFS Investment Advisory Services
New Jersey
$4.09M -$319M -5,008,906 -99%
FBB
92
Fulton Breakefield Broenniman
Maryland
$4.02M -$23.1K -363 -0.6%
GPA
93
Guidance Point Advisors
Massachusetts
$3.99M +$98.8K +1,551 +3%
CWM
94
Cranbrook Wealth Management
Michigan
$3.98M -$21.3K -334 -0.5%
M&T Bank
95
M&T Bank
New York
$3.95M +$1.19M +28,495 +43%
EWA
96
EP Wealth Advisors
California
$3.93M +$139K +2,180 +4%
PCTC
97
Perkins Coie Trust Company
Washington
$3.87M -$94.2K -1,478 -2%
RA
98
Rodgers & Associates
Pennsylvania
$3.85M +$339K +5,318 +10%
AMG
99
Asset Management Group
Connecticut
$3.79M -$15.7K -246 -0.4%
HWM
100
HB Wealth Management
Georgia
$3.77M -$88.8K -1,393 -2%
2 3
4
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