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iShares S&P Mid-Cap 400 Growth ETF
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Overview Fund Activity

527 hedge funds and large institutions have $4.54B invested in iShares S&P Mid-Cap 400 Growth ETF in 2019 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 137 increasing their positions, 187 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
527
Holders Change
-10
Holders Change %
-1.86%
% of All Funds
11.57%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.48%
New
38
Increased
137
Reduced
187
Closed
42
Calls
$672K
Puts
$677K
Net Calls
-$5K
Net Calls Change
-$2.88M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$27.4M
2
LPL Financial
LPL Financial
California
+$16.3M
3
SEI Investments
SEI Investments
Pennsylvania
+$15.6M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$14.8M
5
Stifel Financial
Stifel Financial
Missouri
+$9.69M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$104M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$43.7M
3
WIA
World Investment Advisors
California
-$21.1M
4
CC
Chanos & Company
New York
-$17.4M
5
LMIM
Lockheed Martin Investment Management
Maryland
-$7.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
MBT
226
Montecito Bank & Trust
California
$739K -$186K -3,332 -20%
TCOV
227
Trust Company of Vermont
Vermont
$733K -$20.8K -372 -3%
WWM
228
Windsor Wealth Management
Indiana
$732K -$11.3K -208 -2%
SC
229
SouthState Corp
Florida
$729K -$68K -1,216 -9%
RA
230
RFG Advisory
Alabama
$728K +$16.8K +300 +2%
CWAG
231
Compton Wealth Advisory Group
Virginia
$719K +$12.5K +224 +2%
DIA
232
Dana Investment Advisors
Wisconsin
$718K -$28.6K -512 -4%
Rockefeller Capital Management
233
Rockefeller Capital Management
New York
$716K +$615K +10,984 +609%
KPCM
234
Kings Point Capital Management
New York
$709K – – –
LIA
235
LBMC Investment Advisors
Tennessee
$697K -$99.4K -1,776 -12%
APA
236
American Portfolios Advisors
New York
$697K -$45.7K -816 -6%
WTC
237
WhitTier Trust Company
Nevada
$688K – – –
CWM
238
Connecticut Wealth Management
Connecticut
$688K – – –
MAFM
239
Mid Atlantic Financial Management
Pennsylvania
$686K +$169K +3,016 +33%
SAMC
240
Spectrum Asset Management (California)
California
$685K +$4.48K +80 +0.7%
OCM
241
One Capital Management
California
$683K -$17.9K -320 -3%
GCM
242
Gables Capital Management
Florida
$679K +$679K +12,136 New
GAM
243
Griffin Asset Management
New York
$651K +$6.71K +120 +1%
Cerity Partners
244
Cerity Partners
New York
$643K +$318K +5,668 +98%
PSF
245
Pacific Sun Financial
California
$638K -$2.46K -44 -0.4%
MWM
246
Marietta Wealth Management
Georgia
$628K – – –
MPW
247
MA Private Wealth
California
$622K -$94.7K -1,692 -13%
JIC
248
Johnson Investment Counsel
Ohio
$611K -$65.1K -1,164 -10%
CGA
249
Crescent Grove Advisors
Illinois
$607K +$96.5K +1,724 +19%
MIC
250
Meridian Investment Counsel
California
$596K +$35.2K +628 +6%
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