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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 %
PFG
126
Pacific Financial Group
Washington
$2.17M -$184K -2,913 -8%
CB
127
Commerce Bank
Missouri
$2.15M -$26.2K -415 -1%
William Blair & Company
128
William Blair & Company
Illinois
$2.1M +$20.5K +326 +1%
GW
129
GW & Wade
Massachusetts
$2.06M +$195K +3,088 +10%
CS
130
Credit Suisse
Switzerland
$2.04M – – –
FCBT
131
First Citizens Bank & Trust
North Carolina
$2.01M +$48.2K +765 +2%
MML Investors Services
132
MML Investors Services
Massachusetts
$2.01M -$121K -1,924 -6%
DBIA
133
Dumont & Blake Investment Advisors
New Jersey
$2M -$10.9K -173 -0.5%
SWM
134
Segment Wealth Management
Texas
$2M – – –
First Trust Advisors
135
First Trust Advisors
Illinois
$1.99M +$65.5K +1,039 +3%
IF
136
Ironwood Financial
Arizona
$1.99M +$68.3K +1,083 +4%
FTS
137
Fifth Third Securities
Ohio
$1.98M -$21.5K -341 -1%
ATPW
138
Ashton Thomas Private Wealth
Arizona
$1.97M +$136K +2,163 +7%
SWP
139
Stratos Wealth Partners
Ohio
$1.95M +$283K +4,497 +17%
DC
140
Darrow Company
Massachusetts
$1.93M -$20.3K -323 -1%
ASN
141
Advisory Services Network
Georgia
$1.9M +$820K +13,009 +76%
SCM
142
Stordahl Capital Management
Colorado
$1.89M -$22.8K -362 -1%
BOS
143
Bank of Stockton
California
$1.88M -$99.9K -1,585 -5%
AWM
144
AE Wealth Management
Kansas
$1.86M -$366K -5,810 -16%
V
145
Veritable
Delaware
$1.85M – – –
SSB
146
Sandy Spring Bank
Maryland
$1.8M +$48.2K +765 +3%
AF
147
Advisornet Financial
Minnesota
$1.79M +$72.4K +1,148 +4%
SIA
148
Soltis Investment Advisors
Utah
$1.76M +$16.6K +263 +0.9%
WFA
149
Wellspring Financial Advisors
Ohio
$1.75M -$819 -13 -0%
RCAG
150
Rehmann Capital Advisory Group
Michigan
$1.63M -$78.7K -1,249 -5%
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