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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 %
Cetera Investment Advisers
101
Cetera Investment Advisers
Illinois
$3.68M -$148K -2,321 -4%
MA
102
MUFG Americas
New York
$3.62M +$39.8K +624 +1%
JWA
103
JFS Wealth Advisors
Pennsylvania
$3.6M -$4.97K -78 -0.1%
OFS
104
Oldfather Financial Services
Nebraska
$3.58M +$170K +2,441 +5%
SS
105
Sunbelt Securities
Texas
$3.54M +$85.5K +1,341 +2%
AAS
106
Avantax Advisory Services
Texas
$3.41M +$154K +2,414 +5%
SC
107
Slow Capital
California
$3.18M +$5.55K +87 +0.2%
LC
108
LTG Capital
Massachusetts
$3.09M -$13.7K -215 -0.4%
MGIA
109
Moneta Group Investment Advisors
Missouri
$3.09M +$1.02M +16,020 +49%
UB
110
UMB Bank
Missouri
$2.98M -$88.7K -1,392 -3%
MWM
111
Meridian Wealth Management
Kentucky
$2.84M +$119K +1,874 +4%
NCM
112
Neumann Capital Management
California
$2.81M – – –
EH
113
Equitable Holdings
New York
$2.78M +$1.72M +27,023 +163%
SEIA
114
Signature Estate & Investment Advisors
California
$2.75M +$236K +3,701 +9%
APP
115
Avantax Planning Partners
Iowa
$2.73M +$928K +14,553 +51%
SPC
116
Sigma Planning Corp
Michigan
$2.48M -$116K -1,815 -4%
SSW
117
Smith Shellnut Wilson
Mississippi
$2.45M -$38.1K -597 -2%
PRWA
118
Platte River Wealth Advisors
Colorado
$2.45M – – –
CS
119
Comerica Securities
Michigan
$2.38M -$1.63M -25,570 -41%
PFG
120
Pacific Financial Group
Washington
$2.38M -$148K -2,323 -6%
HWIS
121
Hancock Whitney Investment Services
Louisiana
$2.32M -$69K -1,082 -3%
AWM
122
AE Wealth Management
Kansas
$2.26M -$2.68M -42,096 -54%
CB
123
Commerce Bank
Missouri
$2.2M -$64 -1 -0%
Citadel Advisors
124
Citadel Advisors
Florida
$2.19M +$1M +15,719 +84%
MML Investors Services
125
MML Investors Services
Massachusetts
$2.15M -$529K -8,296 -20%
3 4
5
6 7