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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 %
TRIA
126
Trail Ridge Investment Advisors
Colorado
$2.11M +$75.1K +1,178 +4%
William Blair & Company
127
William Blair & Company
Illinois
$2.1M -$52K -816 -2%
CS
128
Credit Suisse
Switzerland
$2.07M +$1.02M +16,000 +98%
DBIA
129
Dumont & Blake Investment Advisors
New Jersey
$2.04M -$1.21K -19 -0.1%
FTS
130
Fifth Third Securities
Ohio
$2.03M +$2.03M +31,809 New
SWM
131
Segment Wealth Management
Texas
$2.02M – – –
BOS
132
Bank of Stockton
California
$2M -$137K -2,149 -6%
FCBT
133
First Citizens Bank & Trust
North Carolina
$1.99M +$74.7K +1,173 +4%
DC
134
Darrow Company
Massachusetts
$1.97M -$1.34K -21 -0.1%
First Trust Advisors
135
First Trust Advisors
Illinois
$1.95M +$79.5K +1,248 +4%
IF
136
Ironwood Financial
Arizona
$1.94M -$29.5K -463 -1%
SCM
137
Stordahl Capital Management
Colorado
$1.93M +$19.4K +304 +1%
GW
138
GW & Wade
Massachusetts
$1.89M +$1.47K +23 +0.1%
V
139
Veritable
Delaware
$1.87M – – –
ATPW
140
Ashton Thomas Private Wealth
Arizona
$1.85M -$24.9K -391 -1%
WFA
141
Wellspring Financial Advisors
Ohio
$1.78M -$673K -10,563 -27%
SSB
142
Sandy Spring Bank
Maryland
$1.77M -$63.6K -998 -3%
SIA
143
Soltis Investment Advisors
Utah
$1.77M -$533K -8,367 -23%
Mercer Global Advisors
144
Mercer Global Advisors
Colorado
$1.76M -$229K -3,594 -11%
AF
145
Advisornet Financial
Minnesota
$1.74M +$25.4K +398 +1%
RCAG
146
Rehmann Capital Advisory Group
Michigan
$1.72M -$119K -1,862 -6%
CIBC Private Wealth Group
147
CIBC Private Wealth Group
Georgia
$1.7M -$188K -2,954 -10%
OC
148
Oppenheimer & Co
New York
$1.68M -$68K -1,067 -4%
SWP
149
Stratos Wealth Partners
Ohio
$1.68M -$71.4K -1,120 -4%
TPCW
150
TD Private Client Wealth
New York
$1.65M +$105K +1,654 +7%
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