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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
$174M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$36.1M
3
WIA
World Investment Advisors
California
$25.1M
4
WSFS
Wilmington Savings Fund Society
Delaware
$55.1M
5
CCMG
Clark Capital Management Group
Pennsylvania
$6.01M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$4.09M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$97.1M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$137M
4
Wells Fargo
Wells Fargo
California
$602M
5
DADC
D.A. Davidson & Co
Montana
$55M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$602M -$31.5M -494,699 -5%
Morgan Stanley
2
Morgan Stanley
New York
$428M +$4.04M +63,442 +1%
Goldman Sachs
3
Goldman Sachs
New York
$208M -$618K -9,702 -0.3%
Bank of America
4
Bank of America
North Carolina
$207M -$149K -2,334 -0.1%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$174M +$63.5M +997,052 +57%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$137M -$40.9M -641,583 -23%
UBS Group
7
UBS Group
Switzerland
$118M -$3.98M -62,408 -3%
Financial Engines Advisors
8
Financial Engines Advisors
California
$115M -$5.31M -83,316 -4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$97.1M -$65.6M -1,030,079 -40%
Ameriprise
10
Ameriprise
Minnesota
$62.7M +$4.98M +78,043 +9%
WSFS
11
Wilmington Savings Fund Society
Delaware
$55.1M +$16.7M +261,905 +43%
DADC
12
D.A. Davidson & Co
Montana
$55M -$28.3M -444,727 -34%
RJA
13
Raymond James & Associates
Florida
$54.3M -$368K -5,774 -0.7%
Northern Trust
14
Northern Trust
Illinois
$54M -$3.27M -51,314 -6%
LPL Financial
15
LPL Financial
California
$52.1M -$2.06M -32,246 -4%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$51.7M -$1.86M -29,173 -3%
MCM
17
MAI Capital Management
Ohio
$46.5M +$4.66M +73,164 +11%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$44.3M +$1.76M +27,549 +4%
Truist Financial
19
Truist Financial
North Carolina
$42.3M -$3.11M -48,859 -7%
KeyBank National Association
20
KeyBank National Association
Ohio
$42.2M -$516K -8,099 -1%
BF
21
BOK Financial
Oklahoma
$39.9M -$351K -5,515 -0.9%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$36.7M -$18.5M -289,550 -33%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$36.1M +$32.6M +511,785 +940%
HighTower Advisors
24
HighTower Advisors
Illinois
$35.7M -$6.88M -107,986 -16%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$33M -$1.69M -26,478 -5%
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