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iShares S&P Mid-Cap 400 Growth ETF

537 hedge funds and large institutions have $4.7B invested in iShares S&P Mid-Cap 400 Growth ETF in 2019 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 164 increasing their positions, 172 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
537
Holders Change
+2
Holders Change %
+0.37%
% of All Funds
11.68%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.5%
New
50
Increased
164
Reduced
172
Closed
39
Calls
$3.83M
Puts
$950K
Net Calls
+$2.88M
Net Calls Change
+$1.55M
Name Holding Trade Value Shares
Change
Shares
Change %
FI
251
FormulaFolio Investments
Michigan
$626K +$626K +11,060 New
SFG
252
Summit Financial Group
West Virginia
$613K +$613K +10,844 New
RMDI
253
R.M. Davis Inc
Maine
$592K -$226K -4,000 -28%
PMG
254
ProVise Management Group
Florida
$592K
HCA
255
Harbour Capital Advisors
Virginia
$576K
NFG
256
Nations Financial Group
Iowa
$575K -$15.4K -272 -3%
OC
257
Oakworth Capital
Alabama
$572K -$3.85K -68 -0.7%
CS
258
Comerica Securities
Michigan
$572K +$3.17K +56 +0.6%
Carson Wealth (CWM LLC)
259
Carson Wealth (CWM LLC)
Nebraska
$569K
MIC
260
Meridian Investment Counsel
California
$567K
RC
261
RegentAtlantic Capital
New Jersey
$558K
WBC
262
West Branch Capital
Massachusetts
$555K -$63.3K -1,120 -10%
OIA
263
OneDigital Investment Advisors
Kansas
$555K +$293K +5,176 +112%
SCM
264
SOL Capital Management
Maryland
$553K +$5.65K +100 +1%
LPIC
265
LeJeune Puetz Investment Counsel
Michigan
$551K
BIM
266
Bridges Investment Management
Nebraska
$550K +$320K +5,660 +139%
SWM
267
SVA Wealth Management
Wisconsin
$543K
GEA
268
Glen Eagle Advisors
New Jersey
$543K +$13.1K +232 +2%
PMG
269
Private Management Group
California
$530K -$14.5K -256 -3%
TI
270
Truepoint Inc
Ohio
$530K
WFM
271
Wolff Financial Management
Michigan
$530K +$453 +8 +0.1%
FNBOSM
272
First National Bank of South Miami
Florida
$529K -$2.51K -44 -0.5%
EK
273
Evensky & Katz
Florida
$527K +$1.36K +24 +0.3%
MAFM
274
Mid Atlantic Financial Management
Pennsylvania
$522K -$105K -1,856 -17%
CGA
275
Crescent Grove Advisors
Illinois
$516K +$69.7K +1,232 +16%