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

640 hedge funds and large institutions have $4.08B invested in iShares S&P Mid-Cap 400 Growth ETF in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 182 increasing their positions, 211 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
640
Holders Change
-19
Holders Change %
-2.88%
% of All Funds
11.07%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.36%
New
37
Increased
182
Reduced
211
Closed
48
Calls
$447K
Puts
–
Net Calls
+$447K
Net Calls Change
+$192K

Top Buyers

1
MMEA
Main Management ETF Advisors
California
$66.3M
2
MM
Main Management
California
$35M
3
TWM
Tanglewood Wealth Management
Texas
$30.6M
4
RJA
Raymond James & Associates
Florida
$77.5M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$56.2M

Top Sellers

1
CDIA
Capital Directions Investment Advisors
Georgia
$19.1M
2
Wells Fargo
Wells Fargo
California
$579M
3
HNB
Huntington National Bank
Ohio
$9.99M
4
Goldman Sachs
Goldman Sachs
New York
$198M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$4.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
AMG
101
Asset Management Group
Connecticut
$3.75M +$126 +2 +0%
HWM
102
HB Wealth Management
Georgia
$3.71M -$24.7K -392 -0.7%
SS
103
Sunbelt Securities
Texas
$3.64M +$144K +2,281 +4%
EWA
104
EP Wealth Advisors
California
$3.63M -$261K -4,140 -7%
CAG
105
Csenge Advisory Group
Florida
$3.62M -$694K -11,005 -16%
MA
106
MUFG Americas
New York
$3.58M -$882 -14 -0%
JWA
107
JFS Wealth Advisors
Pennsylvania
$3.58M +$19.2K +304 +0.5%
OFS
108
Oldfather Financial Services
Nebraska
$3.36M +$118K +1,869 +4%
AWS
109
Atria Wealth Solutions
New York
$3.2M +$1.96M +31,114 +158%
SEIA
110
Signature Estate & Investment Advisors
California
$2.95M +$238K +3,783 +9%
Mercer Global Advisors
111
Mercer Global Advisors
Colorado
$2.95M +$1.21M +19,141 +69%
UB
112
UMB Bank
Missouri
$2.94M -$8.51K -135 -0.3%
MGIA
113
Moneta Group Investment Advisors
Missouri
$2.81M -$239K -3,787 -8%
MWM
114
Meridian Wealth Management
Kentucky
$2.8M -$6.55K -104 -0.2%
NCM
115
Neumann Capital Management
California
$2.78M +$3.15K +50 +0.1%
SC
116
Slow Capital
California
$2.74M -$407K -6,457 -13%
USCWA
117
U.S. Capital Wealth Advisors
Texas
$2.72M +$2.14M +33,911 +368%
APP
118
Avantax Planning Partners
Iowa
$2.58M -$125K -1,989 -5%
HW
119
Hancock Whitney
Mississippi
$2.49M +$1.8M +28,625 +262%
TRIA
120
Trail Ridge Investment Advisors
Colorado
$2.42M +$43.8K +609 +2%
PRWA
121
Platte River Wealth Advisors
Colorado
$2.38M -$40.9K -649 -2%
SSW
122
Smith Shellnut Wilson
Mississippi
$2.36M -$2.45M -38,487 Closed
SPC
123
Sigma Planning Corp
Michigan
$2.32M -$132K -2,093 -5%
CS
124
Comerica Securities
Michigan
$2.3M -$52.8K -838 -2%
OPS
125
Orion Portfolio Solutions
Nebraska
$2.17M +$2.17M +34,493 New
3 4
5
6 7