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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 %
WIA
151
World Investment Advisors
California
$2.16M -$22.4M -327,706 -91%
DBIA
152
Dumont & Blake Investment Advisors
New Jersey
$2.12M -$49.6K -726 -2%
ATPW
153
Ashton Thomas Private Wealth
Arizona
$2.12M -$13.6K -199 -0.6%
BOS
154
Bank of Stockton
California
$2.12M +$84.3K +1,235 +4%
SWP
155
Stratos Wealth Partners
Ohio
$2.1M -$10K -147 -0.5%
DC
156
Darrow Company
Massachusetts
$2.09M +$205 +3 +0%
AF
157
Advisornet Financial
Minnesota
$2.06M +$113K +1,658 +6%
SCM
158
Stordahl Capital Management
Colorado
$2.03M -$14.5K -212 -0.7%
IF
159
Ironwood Financial
Arizona
$2.02M -$130K -1,904 -6%
V
160
Veritable
Delaware
$2.01M – – –
SIA
161
Soltis Investment Advisors
Utah
$1.97M +$56.2K +823 +3%
JWCA
162
J.W. Cole Advisors
Florida
$1.96M +$1.02M +14,921 +108%
ASN
163
Advisory Services Network
Georgia
$1.93M -$136K -1,984 -7%
WFA
164
Wellspring Financial Advisors
Ohio
$1.9M +$1.3K +19 +0.1%
WWM
165
Windsor Wealth Management
Indiana
$1.81M +$1.4M +20,130 +338%
UWPG
166
Ullmann Wealth Partners Group
Florida
$1.77M +$19.7K +289 +1%
PPC
167
Park Place Capital
Alabama
$1.77M +$1.77M +25,915 New
OC
168
Oppenheimer & Co
New York
$1.75M +$19.6K +287 +1%
RCAG
169
Rehmann Capital Advisory Group
Michigan
$1.74M -$21.7K -317 -1%
EDRIA
170
Edmonds Duncan Registered Investment Advisors
Kansas
$1.71M +$588K +8,607 +52%
SAF
171
Smith Anglin Financial
Texas
$1.69M +$874K +12,797 +108%
FWTB
172
First Western Trust Bank
Colorado
$1.68M -$14.3K -210 -0.8%
AA
173
Alesco Advisors
New York
$1.68M -$20.5K -300 -1%
FCI
174
Financial Counselors Inc
Kansas
$1.65M -$5.74K -84 -0.3%
SWM
175
Spire Wealth Management
Virginia
$1.65M +$299K +4,373 +22%
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7
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