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

732 hedge funds and large institutions have $5.74B invested in iShares S&P Mid-Cap 400 Growth ETF in 2021 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 201 increasing their positions, 203 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
+88
Holders Change %
+13.66%
% of All Funds
11.31%
Holding in Top 10
27
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+35%
% of All Funds
0.42%
New
122
Increased
201
Reduced
203
Closed
22
Calls
$1.55M
Puts
$1K
Net Calls
+$1.55M
Net Calls Change
-$3.14M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$132M
2
SCM
2
Sandler Capital Management
New York
$20.6M
3
Bank of America
3
Bank of America
North Carolina
$295M
4
BF
4
BOK Financial
Oklahoma
$68.7M
5
LWAC
5
Laurel Wealth Advisors (California)
California
$12.4M

Top Sellers

1
LIA
1
LBMC Investment Advisors
Tennessee
$1.08M
2
Wells Fargo
2
Wells Fargo
California
$869M
3
WIA
3
World Investment Advisors
California
$2.03M
4
UBS Group
4
UBS Group
Switzerland
$161M
5
HNB
5
Huntington National Bank
Ohio
$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
176
Capital Analysts LLC
Pennsylvania
$1.93M +$810K +9,495 +73%
AFC
177
AFT Forsyth & Company
Florida
$1.88M +$512 +6 +0%
CAM
178
Congress Asset Management
Massachusetts
$1.84M +$1.84M +21,618 New
STA
179
Summit Trail Advisors
New York
$1.83M -$161K -1,888 -8%
AWM
180
AE Wealth Management
Kansas
$1.83M +$1.35M +15,881 +287%
NAM
181
NTV Asset Management
West Virginia
$1.82M – – –
Comerica Bank
182
Comerica Bank
Texas
$1.81M +$187K +2,514 +12%
BlackRock
183
BlackRock
New York
$1.79M -$63.5K -745 -3%
BMCM
184
Bryn Mawr Capital Management
Pennsylvania
$1.79M -$1.02K -12 -0.1%
HA
185
HYA Advisors
Missouri
$1.78M -$193K -2,266 -10%
YIA
186
YHB Investment Advisors
Connecticut
$1.77M +$66.1K +775 +4%
DIA
187
Dana Investment Advisors
Wisconsin
$1.77M – – –
PMG
188
ProVise Management Group
Florida
$1.73M -$143K -1,675 -8%
MWM
189
Maltin Wealth Management
New Jersey
$1.7M +$211K +2,473 +14%
TWP
190
Tempus Wealth Planning
California
$1.69M +$43.4K +509 +3%
RJT
191
Raymond James Trust
Florida
$1.69M +$219K +2,574 +15%
CCT
192
Country Club Trust
Missouri
$1.67M -$8.09K -95 -0.5%
JWCA
193
J.W. Cole Advisors
Florida
$1.67M +$1.67M +19,532 New
HCA
194
Heck Capital Advisors
Wisconsin
$1.64M -$22.3K -261 -1%
CAG
195
Curtis Advisory Group
California
$1.64M +$1.64M +19,270 New
CAG
196
Crestwood Advisors Group
Massachusetts
$1.6M -$86.1K -1,010 -5%
OWA
197
Outlook Wealth Advisors
Texas
$1.59M -$41.6K -488 -3%
Citigroup
198
Citigroup
New York
$1.58M -$209K -2,446 -12%
FHA
199
First Horizon Advisors
Tennessee
$1.57M +$255K +2,991 +19%
SFG
200
StrategIQ Financial Group
Indiana
$1.56M -$10.2K -120 -0.7%
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8
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