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

732 hedge funds and large institutions have $5.74B invested in iShares S&P Mid-Cap 400 Growth ETF in 2021 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 201 increasing their positions, 203 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
+88
Holders Change %
+13.66%
% of All Funds
11.31%
Holding in Top 10
27
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+35%
% of All Funds
0.42%
New
122
Increased
201
Reduced
203
Closed
22
Calls
$1.55M
Puts
$1K
Net Calls
+$1.55M
Net Calls Change
-$3.14M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$132M
2
SCM
2
Sandler Capital Management
New York
$20.6M
3
Bank of America
3
Bank of America
North Carolina
$295M
4
BF
4
BOK Financial
Oklahoma
$68.7M
5
LWAC
5
Laurel Wealth Advisors (California)
California
$12.4M

Top Sellers

1
LIA
1
LBMC Investment Advisors
Tennessee
$1.08M
2
Wells Fargo
2
Wells Fargo
California
$869M
3
WIA
3
World Investment Advisors
California
$2.03M
4
UBS Group
4
UBS Group
Switzerland
$161M
5
HNB
5
Huntington National Bank
Ohio
$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPW
126
Parcion Private Wealth
Washington
$3.46M -$3.51M -43,588 -50%
BAM
127
Barrett Asset Management
New York
$3.36M +$2M +23,501 +148%
WFA
128
Wellspring Financial Advisors
Ohio
$3.3M +$1.36K +16 +0%
SEIA
129
Signature Estate & Investment Advisors
California
$3.25M +$135K +1,579 +4%
PRWA
130
Platte River Wealth Advisors
Colorado
$3.19M -$283K -3,448 -8%
CCC
131
Crescent Capital Consulting
Louisiana
$3.03M -$1.86M -21,798 -38%
CIC
132
Chilton Investment Company
Connecticut
$3.02M -$18.3K -215 -0.6%
CB
133
Commerce Bank
Missouri
$3M -$72.8K -854 -2%
PFG
134
Pacific Financial Group
Washington
$2.97M +$114K +1,393 +4%
William Blair & Company
135
William Blair & Company
Illinois
$2.96M -$192K -2,251 -6%
SIA
136
Soltis Investment Advisors
Utah
$2.96M +$56.3K +660 +2%
HWM
137
HB Wealth Management
Georgia
$2.85M +$2.85M +33,458 New
FTS
138
Fifth Third Securities
Ohio
$2.83M +$97.1K +1,139 +4%
Susquehanna International Group
139
Susquehanna International Group
Pennsylvania
$2.82M +$2.26M +26,452 +398%
WP
140
WealthShield Partners
North Carolina
$2.8M +$2.8M +32,888 New
CS
141
Credit Suisse
Switzerland
$2.76M – – –
MGIA
142
Moneta Group Investment Advisors
Missouri
$2.76M +$22.3K +261 +0.8%
DC
143
Darrow Company
Massachusetts
$2.75M +$2.75M +32,231 New
DBIA
144
Dumont & Blake Investment Advisors
New Jersey
$2.72M +$32.9K +386 +1%
SWM
145
Segment Wealth Management
Texas
$2.7M – – –
IF
146
Ironwood Financial
Arizona
$2.68M +$140K +1,639 +5%
SSB
147
Sandy Spring Bank
Maryland
$2.59M +$24.5K +287 +1%
First Trust Advisors
148
First Trust Advisors
Illinois
$2.57M -$7.76K -91 -0.3%
SCM
149
Stordahl Capital Management
Colorado
$2.55M -$33.2K -390 -1%
PTC
150
Private Trust Company
Ohio
$2.51M +$22.1K +259 +0.9%
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