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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
$77.5M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$56.2M

Top Sellers

1
CDIA
Capital Directions Investment Advisors
Georgia
$19.1M
2
Wells Fargo
Wells Fargo
California
$579M
3
HNB
Huntington National Bank
Ohio
$9.99M
4
Goldman Sachs
Goldman Sachs
New York
$198M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$4.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$579M -$16M -254,149 -3%
Morgan Stanley
2
Morgan Stanley
New York
$422M -$1.52M -24,177 -0.4%
Bank of America
3
Bank of America
North Carolina
$205M +$200K +3,179 +0.1%
Goldman Sachs
4
Goldman Sachs
New York
$198M -$7.61M -120,788 -4%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$187M +$15.1M +238,942 +9%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$135M -$589K -9,348 -0.4%
UBS Group
7
UBS Group
Switzerland
$120M +$3.75M +59,436 +3%
Financial Engines Advisors
8
Financial Engines Advisors
California
$112M -$1.16M -18,470 -1%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$101M +$4.91M +77,896 +5%
RJA
10
Raymond James & Associates
Florida
$77.5M +$23.8M +377,423 +44%
MMEA
11
Main Management ETF Advisors
California
$66.3M +$66.3M +1,052,555 New
Ameriprise
12
Ameriprise
Minnesota
$60M -$1.66M -26,463 -3%
WSFS
13
Wilmington Savings Fund Society
Delaware
$57.3M +$2.78M +44,185 +5%
DADC
14
D.A. Davidson & Co
Montana
$56.2M +$1.77M +28,106 +3%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$56.2M +$20.5M +324,890 +57%
Northern Trust
16
Northern Trust
Illinois
$52.3M -$1.08M -17,170 -2%
LPL Financial
17
LPL Financial
California
$51.6M +$44.5K +706 +0.1%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$49.5M -$1.62M -25,674 -3%
MCM
19
MAI Capital Management
Ohio
$46.7M +$763K +12,101 +2%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$45.1M +$1.22M +19,354 +3%
KeyBank National Association
21
KeyBank National Association
Ohio
$40.8M -$910K -14,436 -2%
Truist Financial
22
Truist Financial
North Carolina
$40M -$1.79M -28,339 -4%
BF
23
BOK Financial
Oklahoma
$39.7M +$225K +3,573 +0.6%
HighTower Advisors
24
HighTower Advisors
Illinois
$37.6M +$2.23M +35,392 +6%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$37M +$754K +11,962 +2%
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