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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
+$23.8M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$20.5M

Top Sellers

1
CDIA
Capital Directions Investment Advisors
Georgia
-$20.3M
2
Wells Fargo
Wells Fargo
California
-$16M
3
HNB
Huntington National Bank
Ohio
-$10.2M
4
Goldman Sachs
Goldman Sachs
New York
-$7.61M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$3.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
176
Spire Wealth Management
Virginia
$1.25M +$85.5K +1,357 +7%
CCB
177
Country Club Bank
Missouri
$1.24M – – –
PTC
178
Private Trust Company
Ohio
$1.24M +$24.3K +386 +2%
FHA
179
First Horizon Advisors
Tennessee
$1.23M – – –
RWA
180
River Wealth Advisors
Pennsylvania
$1.22M +$233K +3,690 +24%
FAIM
181
Financial Advocates Investment Management
Washington
$1.22M -$229K -3,639 -16%
Franklin Resources
182
Franklin Resources
California
$1.21M -$7.5K -119 -0.6%
CWM
183
C2C Wealth Management
Arizona
$1.21M +$7.29K +108 +0.6%
MWM
184
Maltin Wealth Management
New Jersey
$1.21M +$59.5K +944 +5%
SBH
185
Segall Bryant & Hamill
Illinois
$1.2M +$30.3K +481 +3%
Comerica Bank
186
Comerica Bank
Texas
$1.19M +$30.4K +459 +3%
TPCW
187
TD Private Client Wealth
New York
$1.18M -$456K -7,231 -28%
PA
188
PFG Advisors
Arizona
$1.17M +$1.17M +18,615 New
CAG
189
Crestwood Advisors Group
Massachusetts
$1.17M – – –
ANTB
190
AMG National Trust Bank
Colorado
$1.16M +$44.9K +712 +4%
MIAN
191
Mariner Independent Advisor Network
Kansas
$1.12M -$33.4K -530 -3%
OWA
192
Outlook Wealth Advisors
Texas
$1.12M -$14.3K -227 -1%
SFG
193
StrategIQ Financial Group
Indiana
$1.11M -$6.37K -101 -0.6%
Citigroup
194
Citigroup
New York
$1.1M -$48.4K -769 -4%
TC
195
TAGStone Capital
North Carolina
$1.1M +$26.7K +424 +2%
SG
196
Somerset Group
Minnesota
$1.08M -$630 -10 -0.1%
EWA
197
ERTS Wealth Advisors
Michigan
$1.08M +$318K +5,042 +42%
TCOV
198
Trust Company of Vermont
Vermont
$1.07M -$27.6K -439 -3%
CG
199
Corundum Group
Colorado
$1.07M +$441K +7,000 +70%
MA
200
MONECO Advisors
Connecticut
$1.05M -$12.7K -202 -1%
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