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

583 hedge funds and large institutions have $4.1B invested in iShares S&P Mid-Cap 400 Growth ETF in 2020 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 154 increasing their positions, 207 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
583
Holders Change
+15
Holders Change %
+2.64%
% of All Funds
11.79%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.47%
New
63
Increased
154
Reduced
207
Closed
43
Calls
$5.02M
Puts
$287K
Net Calls
+$4.74M
Net Calls Change
+$3.54M

Top Buyers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$17.8M
2
PFG
Piershale Financial Group
Illinois
+$16.2M
3
BCM
Brookstone Capital Management
Illinois
+$15.3M
4
BFG
Barber Financial Group
Kansas
+$14.5M
5
CC
Courier Capital
New York
+$11.8M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$30.4M
2
Wells Fargo
Wells Fargo
California
-$12.6M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$8.99M
4
Truist Financial
Truist Financial
North Carolina
-$7.71M
5
CA
Centerpoint Advisors
Massachusetts
-$6.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
226
Financial Advocates Investment Management
Washington
$808K -$67.7K -1,132 -8%
GL
227
Graypoint LLC
New York
$800K -$103K -1,720 -11%
CAL
228
Capital Analysts LLC
Pennsylvania
$795K – – –
HA
229
Harborview Advisors
Maine
$793K -$115K -1,928 -13%
BSW
230
Buckingham Strategic Wealth
Missouri
$792K +$441K +7,364 +125%
PG
231
Patten Group
Tennessee
$786K +$5.98K +100 +0.8%
BOPW
232
Brandywine Oak Private Wealth
Pennsylvania
$777K – – –
SHIM
233
Stone House Investment Management
Pennsylvania
$773K -$1.53M -25,568 -66%
PCMC
234
Private Capital Management (Colorado)
Colorado
$765K +$51.9K +868 +7%
FB
235
Fulton Bank
Pennsylvania
$765K +$765K +12,800 New
CFA
236
Carroll Financial Associates
North Carolina
$764K -$31.1K -520 -4%
GT
237
Glenmede Trust
Pennsylvania
$764K -$11.9K -200 -2%
APWM
238
Atlas Private Wealth Management
New York
$764K +$87K +1,456 +13%
LIA
239
LBMC Investment Advisors
Tennessee
$757K -$106K -1,768 -12%
SG
240
Somerset Group
Minnesota
$736K -$56.9K -952 -7%
PMG
241
ProVise Management Group
Florida
$731K +$193K +3,236 +36%
TCWA
242
Ten Capital Wealth Advisors
Washington
$729K +$729K +12,200 New
BSB
243
Bangor Savings Bank
Maine
$727K -$126K -2,100 -15%
CFGS
244
Concourse Financial Group Securities
Alabama
$721K -$41.2K -688 -5%
IWM
245
IHT Wealth Management
Illinois
$721K +$57.1K +956 +9%
MBT
246
Montecito Bank & Trust
California
$699K -$79K -1,320 -10%
SC
247
SouthState Corp
Florida
$698K – – –
Cerity Partners
248
Cerity Partners
New York
$685K +$6.45K +108 +1%
MWM
249
Marietta Wealth Management
Georgia
$671K – – –
LWANC
250
Laurel Wealth Advisors (North Carolina)
North Carolina
$657K +$239 +4 +0%
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10
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