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

693 hedge funds and large institutions have $4.8B invested in iShares S&P Mid-Cap 400 Growth ETF in 2022 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 200 increasing their positions, 224 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
693
Holders Change
+53
Holders Change %
+8.28%
% of All Funds
11.18%
Holding in Top 10
26
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+23.81%
% of All Funds
0.42%
New
96
Increased
200
Reduced
224
Closed
34
Calls
$287K
Puts
$109K
Net Calls
+$178K
Net Calls Change
-$269K

Top Buyers

1
TA
1
Tiedemann Advisors
New York
$70.3M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$246M
3
Bank of America
3
Bank of America
North Carolina
$264M
4
MMEA
4
Main Management ETF Advisors
California
$103M
5
AAP
5
Arax Advisory Partners
Colorado
$22.1M

Top Sellers

1
WIA
1
World Investment Advisors
California
$2.16M
2
Wells Fargo
2
Wells Fargo
California
$606M
3
HNB
3
Huntington National Bank
Ohio
$8.29M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$34M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
126
UMB Bank
Missouri
$3.16M -$30.1K -441 -0.9%
MGIA
127
Moneta Group Investment Advisors
Missouri
$3.04M -$224K -3,064 -7%
MWM
128
Meridian Wealth Management
Kentucky
$3.04M +$8.47K +124 +0.3%
NCM
129
Neumann Capital Management
California
$3.01M – – –
USCWA
130
U.S. Capital Wealth Advisors
Texas
$2.88M -$69.7K -1,021 -2%
APP
131
Avantax Planning Partners
Iowa
$2.74M -$53.7K -786 -2%
MML Investors Services
132
MML Investors Services
Massachusetts
$2.7M +$526K +7,703 +24%
CFO
133
Callan Family Office
Pennsylvania
$2.68M +$2.68M +39,221 New
PRWA
134
Platte River Wealth Advisors
Colorado
$2.58M – – –
FCBT
135
First Citizens Bank & Trust
North Carolina
$2.57M +$386K +5,655 +18%
RPGK
136
Retirement Planning Group (Kansas)
Kansas
$2.53M +$1.76M +25,833 +231%
SSW
137
Smith Shellnut Wilson
Mississippi
$2.5M +$2.5M +36,541 New
PFG
138
Pacific Financial Group
Washington
$2.49M +$135K +1,971 +6%
SSB
139
Sandy Spring Bank
Maryland
$2.46M +$510K +7,465 +26%
FAIM
140
Financial Advocates Investment Management
Washington
$2.44M +$1.12M +16,384 +85%
SPC
141
Sigma Planning Corp
Michigan
$2.42M -$102K -1,490 -4%
CS
142
Comerica Securities
Michigan
$2.35M -$146K -2,135 -6%
TRIA
143
Trail Ridge Investment Advisors
Colorado
$2.35M +$46.7K +684 +2%
CB
144
Commerce Bank
Missouri
$2.33M – – –
CS
145
Credit Suisse
Switzerland
$2.31M +$92.2K +1,350 +4%
VW
146
Vance Wealth
California
$2.28M +$1.48M +21,661 +185%
William Blair & Company
147
William Blair & Company
Illinois
$2.23M -$40K -586 -2%
FTS
148
Fifth Third Securities
Ohio
$2.19M +$41.2K +603 +2%
First Trust Advisors
149
First Trust Advisors
Illinois
$2.19M +$27.9K +408 +1%
SWM
150
Segment Wealth Management
Texas
$2.17M – – –
4 5
6
7 8