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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 %
EIP
201
Ellis Investment Partners
Pennsylvania
$1M +$77.4K +1,215 +8%
RWA
202
River Wealth Advisors
Pennsylvania
$998K – – –
GT
203
Glenmede Trust
Pennsylvania
$982K -$161K -2,520 -14%
SI
204
Stephens Inc
Arkansas
$967K +$701 +11 +0.1%
WP
205
WealthShield Partners
North Carolina
$957K +$10.3K +161 +1%
CHA
206
Carmichael Hill & Associates
Maryland
$954K -$5.1K -80 -0.5%
EDRIA
207
Edmonds Duncan Registered Investment Advisors
Kansas
$952K -$64.9K -1,019 -6%
CWAG
208
Compton Wealth Advisory Group
Virginia
$943K +$105K +1,654 +13%
9WM
209
9258 Wealth Management
Ohio
$936K +$382 +6 +0%
TFF
210
The Family Firm
Maryland
$930K +$2.23K +35 +0.2%
LIA
211
LBMC Investment Advisors
Tennessee
$919K +$114K +1,785 +14%
FNBOSM
212
First National Bank of South Miami
Florida
$909K -$132K -2,071 -13%
APWM
213
Atlas Private Wealth Management
New York
$907K +$19K +298 +2%
PCA
214
Pallas Capital Advisors
Massachusetts
$904K – – –
PCMC
215
Private Capital Management (Colorado)
Colorado
$880K – – –
AIP
216
Ameritas Investment Partners
Nebraska
$879K -$15.5K -243 -2%
PAI
217
Pittenger & Anderson Inc
Nebraska
$879K – – –
PG
218
Patten Group
Tennessee
$866K +$3.37K +51 +0.4%
PAS
219
Park Avenue Securities
New York
$862K +$315K +4,937 +58%
RWM
220
RKL Wealth Management
Pennsylvania
$860K -$148K -2,327 -15%
FRA
221
Front Row Advisors
California
$845K -$6.88K -108 -0.8%
FB
222
Fulton Bank
Pennsylvania
$836K – – –
CC
223
Codex Capital
New York
$835K – – –
AFG
224
Allegheny Financial Group
Pennsylvania
$829K +$363K +5,705 +78%
CAL
225
Capital Analysts LLC
Pennsylvania
$826K -$13.1K -206 -2%
7 8
9
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