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iShares S&P Mid-Cap 400 Growth ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
PMG
251
ProVise Management Group
Florida
$585K
NFG
252
Nations Financial Group
Iowa
$578K +$4.29K +76 +0.7%
GIA
253
Gladstone Institutional Advisory
Florida
$574K +$574K +10,260 New
HCA
254
Harbour Capital Advisors
Virginia
$570K
Carson Wealth (CWM LLC)
255
Carson Wealth (CWM LLC)
Nebraska
$569K
OC
256
Oakworth Capital
Alabama
$566K
SWM
257
SVA Wealth Management
Wisconsin
$560K +$22.4K +400 +4%
HSWM
258
Hubbell Strickland Wealth Management
Louisiana
$554K +$554K +9,900 New
RC
259
RegentAtlantic Capital
New Jersey
$552K
MFW
260
Meristem Family Wealth
Minnesota
$547K +$547K +9,772 New
LPIC
261
LeJeune Puetz Investment Counsel
Michigan
$545K
RMDI
262
R.M. Davis Inc
Maine
$541K -$44.8K -800 -8%
ONB
263
Old National Bancorp
Indiana
$540K -$136K -2,436 -20%
GEA
264
Glen Eagle Advisors
New Jersey
$535K -$2.02K -36 -0.4%
SCM
265
SOL Capital Management
Maryland
$529K -$17.9K -320 -3%
PMG
266
Private Management Group
California
$525K
TI
267
Truepoint Inc
Ohio
$524K +$224 +4 +0%
BA
268
Ballew Advisors
Mississippi
$524K +$79.8K +1,472 +18%
FNBOSM
269
First National Bank of South Miami
Florida
$515K +$1.99K +36 +0.4%
WFM
270
Wolff Financial Management
Michigan
$514K -$9.85K -176 -2%
AIM
271
Advantage Investment Management
Iowa
$502K +$36.5K +652 +8%
TNBTD
272
Trustmark National Bank Trust Department
Mississippi
$499K -$8.73K -156 -2%
Brown Advisory
273
Brown Advisory
Maryland
$499K +$30.5K +544 +7%
AC
274
Alexandria Capital
Virginia
$494K
WP
275
WMS Partners
Maryland
$483K