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iShares S&P Mid-Cap 400 Growth ETF

551 hedge funds and large institutions have $3.35B invested in iShares S&P Mid-Cap 400 Growth ETF in 2020 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 141 increasing their positions, 221 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
-65
Holders Change %
-10.55%
% of All Funds
12.17%
Holding in Top 10
18
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-28%
% of All Funds
0.4%
New
43
Increased
141
Reduced
221
Closed
103
Calls
$1.2M
Puts
$2.15M
Net Calls
-$953K
Net Calls Change
-$1.29M
Name Holding Trade Value Shares
Change
Shares
Change %
IWM
226
IHT Wealth Management
Illinois
$601K +$56.6K +1,268 +10%
PG
227
Patten Group
Tennessee
$600K -$85.7K -1,920 -13%
DP
228
Dearborn Partners
Illinois
$591K -$114K -2,560 -16%
VDFA
229
Vickerman & Driscoll Financial Advisors
Washington
$585K -$255K -5,728 -30%
MBT
230
Montecito Bank & Trust
California
$580K -$8.92K -200 -2%
HCA
231
Heck Capital Advisors
Wisconsin
$579K +$314K +7,028 +118%
BOPW
232
Brandywine Oak Private Wealth
Pennsylvania
$579K
LIA
233
LBMC Investment Advisors
Tennessee
$575K +$18.2K +408 +3%
Carson Wealth (CWM LLC)
234
Carson Wealth (CWM LLC)
Nebraska
$569K
BHWM
235
Bar Harbor Wealth Management
New Hampshire
$564K -$94.2K -2,112 -14%
BWA
236
Beam Wealth Advisors
Louisiana
$554K +$91.9K +2,060 +20%
APWM
237
Atlas Private Wealth Management
New York
$553K -$13.6K -304 -2%
WTC
238
WhitTier Trust Company
Nevada
$549K
FHC
239
First Heartland Consultants
Missouri
$544K -$72.6K -1,628 -12%
CWM
240
Connecticut Wealth Management
Connecticut
$538K -$107K -2,396 -17%
IB
241
Intrust Bank
Kansas
$537K -$31.8K -712 -6%
PSF
242
Pacific Sun Financial
California
$534K +$21.4K +480 +4%
GRP
243
Global Retirement Partners
California
$533K -$336K -7,532 -39%
PCMC
244
Private Capital Management (Colorado)
Colorado
$532K -$148K -3,308 -22%
GAM
245
Griffin Asset Management
New York
$532K +$15.9K +356 +3%
GCM
246
Gables Capital Management
Florida
$523K -$18.9K -424 -3%
CA
247
Cetera Advisors
Colorado
$518K -$15.9K -356 -3%
Cerity Partners
248
Cerity Partners
New York
$507K -$4.47K -100 -0.9%
APA
249
American Portfolios Advisors
New York
$505K -$31.1K -696 -6%
MWM
250
Marietta Wealth Management
Georgia
$501K