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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 %
KA
201
Kozak & Associates
Colorado
$1.05M -$10.4K -160 -1%
AHC
202
Anderson Hoagland & Co
Missouri
$1.05M – – –
NFG
203
Nations Financial Group
Iowa
$1.04M -$14.1K -224 -1%
LC
204
LTG Capital
Massachusetts
$1.04M -$2.01M -31,919 -66%
EDRIA
205
Edmonds Duncan Registered Investment Advisors
Kansas
$1.04M +$94.1K +1,492 +10%
AFG
206
Allegheny Financial Group
Pennsylvania
$1.01M +$193K +3,068 +24%
Natixis Advisors
207
Natixis Advisors
Massachusetts
$994K -$200K -3,171 -17%
EIP
208
Ellis Investment Partners
Pennsylvania
$990K +$1.51K +24 +0.2%
SI
209
Stephens Inc
Arkansas
$956K – – –
WP
210
WealthShield Partners
North Carolina
$944K -$1.64K -26 -0.2%
CHA
211
Carmichael Hill & Associates
Maryland
$944K – – –
RA
212
RFG Advisory
Alabama
$930K +$930K +13,557 New
PAS
213
Park Avenue Securities
New York
$929K +$77.2K +1,225 +9%
NA
214
NewEdge Advisors
Louisiana
$929K +$147K +2,325 +19%
PMG
215
ProVise Management Group
Florida
$928K -$106K -1,687 -10%
9WM
216
9258 Wealth Management
Ohio
$925K -$378 -6 -0%
APWM
217
Atlas Private Wealth Management
New York
$920K +$22.3K +354 +2%
LIA
218
LBMC Investment Advisors
Tennessee
$909K – – –
TFF
219
The Family Firm
Maryland
$904K -$16K -254 -2%
PCA
220
Pallas Capital Advisors
Massachusetts
$887K – – –
JWCA
221
J.W. Cole Advisors
Florida
$870K -$677K -10,745 -44%
PAI
222
Pittenger & Anderson Inc
Nebraska
$870K – – –
AIP
223
Ameritas Investment Partners
Nebraska
$870K – – –
PG
224
Patten Group
Tennessee
$848K -$6.45K -99 -0.8%
IWM
225
IHT Wealth Management
Illinois
$847K +$171K +2,716 +25%
7 8
9
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