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iShares S&P Mid-Cap 400 Growth ETF

705 hedge funds and large institutions have $4.98B invested in iShares S&P Mid-Cap 400 Growth ETF in 2022 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 212 increasing their positions, 223 reducing their positions, and 59 closing their positions.

Holders
705
Holders Change
-27
Holders Change %
-3.69%
% of All Funds
11.16%
Holding in Top 10
21
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-22.22%
% of All Funds
0.33%
New
41
Increased
212
Reduced
223
Closed
59
Calls
$2.3M
Puts
Net Calls
+$2.3M
Net Calls Change
+$752K
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$768M 9,941,068 -249,699 -2%
Morgan Stanley
2
Morgan Stanley
New York
$515M 6,659,071 +40,459 +0.6%
Goldman Sachs
3
Goldman Sachs
New York
$253M 3,273,942 +132,701 +4%
Bank of America
4
Bank of America
North Carolina
$252M 3,255,474 -208,712 -6%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$215M 2,786,109 +24,243 +0.9%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$197M 2,553,805 +11,662 +0.5%
UBS Group
7
UBS Group
Switzerland
$148M 1,914,076 +21,044 +1%
Financial Engines Advisors
8
Financial Engines Advisors
California
$145M 1,882,959 +69,886 +4%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$134M 1,737,646 +191,173 +12%
DADC
10
D.A. Davidson & Co
Montana
$101M 1,307,714 +58,711 +5%
Ameriprise
11
Ameriprise
Minnesota
$70M 905,256 -66,541 -7%
Northern Trust
12
Northern Trust
Illinois
$69.4M 898,780 -654 -0.1%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$66.8M 864,916 -468,119 -35%
RJA
14
Raymond James & Associates
Florida
$66.3M 857,577 -263,951 -24%
LPL Financial
15
LPL Financial
California
$65.7M 849,613 -342,113 -29%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$64.9M 840,487 +9,018 +1%
Truist Financial
17
Truist Financial
North Carolina
$55M 712,235 -22,430 -3%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$53.3M 674,583 -18,936 -3%
KeyBank National Association
19
KeyBank National Association
Ohio
$51.8M 670,611 -6,200 -0.9%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$51.6M 668,173 +28,476 +4%
HighTower Advisors
21
HighTower Advisors
Illinois
$51.6M 668,393 -67,819 -9%
MCM
22
MAI Capital Management
Ohio
$50.7M 656,494 +20,020 +3%
BF
23
BOK Financial
Oklahoma
$48.8M 631,692 -174,206 -22%
WSFS
24
Wilmington Savings Fund Society
Delaware
$46.6M 603,199 +25,605 +4%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$42.1M 544,476 -7,066 -1%