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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
+$63.5M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$32.6M
3
WIA
World Investment Advisors
California
+$23.3M
4
WSFS
Wilmington Savings Fund Society
Delaware
+$16.7M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$6.01M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$319M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$65.6M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$40.9M
4
Wells Fargo
Wells Fargo
California
-$31.5M
5
DADC
D.A. Davidson & Co
Montana
-$28.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
UWPG
151
Ullmann Wealth Partners Group
Florida
$1.64M +$319 +5 +0%
AA
152
Alesco Advisors
New York
$1.6M -$76.5K -1,201 -5%
FWTB
153
First Western Trust Bank
Colorado
$1.6M -$28.4K -440 -2%
IA
154
IFP Advisors
Florida
$1.59M – – –
OCM
155
One Capital Management
California
$1.58M +$301K +4,729 +24%
JWCA
156
J.W. Cole Advisors
Florida
$1.57M +$96K +1,506 +7%
AB
157
Atlas Brown
Kentucky
$1.56M -$28.7K -450 -2%
TCMP
158
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.55M -$36.7K -575 -2%
FMII
159
Farmers & Merchants Investments Inc
Nebraska
$1.54M -$18.5K -291 -1%
CA
160
Clearstead Advisors
Ohio
$1.53M -$56.6K -888 -4%
FCI
161
Financial Counselors Inc
Kansas
$1.49M -$8.93K -140 -0.6%
FAIM
162
Financial Advocates Investment Management
Washington
$1.46M +$563K +8,835 +63%
AFC
163
AFT Forsyth & Company
Florida
$1.4M +$446 +7 +0%
YIA
164
YHB Investment Advisors
Connecticut
$1.33M +$7.77K +122 +0.6%
RB
165
Renasant Bank
Mississippi
$1.33M -$221K -3,461 -14%
NAM
166
NTV Asset Management
West Virginia
$1.33M -$38.2K -600 -3%
STA
167
Summit Trail Advisors
New York
$1.32M -$73.9K -1,160 -5%
HA
168
HYA Advisors
Missouri
$1.3M -$9.18K -144 -0.7%
HF
169
HRT Financial
New York
$1.28M -$1.3M -20,430 -50%
BlackRock
170
BlackRock
New York
$1.28M -$33.8K -531 -3%
BMCM
171
Bryn Mawr Capital Management
Pennsylvania
$1.28M -$24.2K -380 -2%
CCB
172
Country Club Bank
Missouri
$1.26M +$1.26M +19,589 New
AWS
173
Atria Wealth Solutions
New York
$1.26M -$912K -14,306 -42%
FHA
174
First Horizon Advisors
Tennessee
$1.24M +$240K +3,766 +24%
Franklin Resources
175
Franklin Resources
California
$1.24M -$111K -1,737 -8%
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