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

616 hedge funds and large institutions have $4.78B invested in iShares S&P Mid-Cap 400 Growth ETF in 2019 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 155 increasing their positions, 199 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
616
Holders Change
+89
Holders Change %
+16.89%
% of All Funds
12.16%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.49%
New
123
Increased
155
Reduced
199
Closed
28
Calls
$334K
Puts
–
Net Calls
+$334K
Net Calls Change
+$339K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$40.3M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$32.4M
3
WIA
World Investment Advisors
California
+$14.9M
4
Bank of America
Bank of America
North Carolina
+$5.73M
5
Truist Financial
Truist Financial
North Carolina
+$3.41M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$58.8M
2
BFEC
Benjamin F. Edwards & Company
Missouri
-$22.9M
3
Wells Fargo
Wells Fargo
California
-$19.7M
4
LPL Financial
LPL Financial
California
-$19.5M
5
SCM
Sandler Capital Management
New York
-$18.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCM
251
Gables Capital Management
Florida
$722K – – –
APA
252
American Portfolios Advisors
New York
$715K -$26K -436 -4%
CWAG
253
Compton Wealth Advisory Group
Virginia
$704K -$61.2K -1,028 -8%
CA
254
Cetera Advisors
Colorado
$701K -$95.7K -1,632 -12%
KFI
255
Key Financial Inc
Pennsylvania
$699K +$699K +11,740 New
RhumbLine Advisers
256
RhumbLine Advisers
Massachusetts
$691K -$357K -6,000 -34%
GAM
257
Griffin Asset Management
New York
$688K -$4.52K -76 -0.7%
Susquehanna International Group
258
Susquehanna International Group
Pennsylvania
$687K -$7.3M -122,624 -91%
LA
259
Legacy Advisors
Pennsylvania
$687K +$687K +11,540 New
PSF
260
Pacific Sun Financial
California
$683K +$4.76K +80 +0.7%
Cerity Partners
261
Cerity Partners
New York
$682K -$1.19K -20 -0.2%
VWA
262
Visionary Wealth Advisors
Illinois
$675K +$675K +11,332 New
MWM
263
Marietta Wealth Management
Georgia
$668K – – –
PFA
264
Plotkin Financial Advisors
Maryland
$662K +$662K +11,120 New
BA
265
Ballew Advisors
Mississippi
$657K +$79K +1,320 +14%
MIC
266
Meridian Investment Counsel
California
$634K – – –
JIC
267
Johnson Investment Counsel
Ohio
$629K -$21K -352 -3%
BWA
268
Beam Wealth Advisors
Louisiana
$617K +$617K +10,356 New
NFG
269
Nations Financial Group
Iowa
$614K +$4.53K +76 +0.7%
PWM
270
Perigon Wealth Management
California
$607K +$179K +3,016 +42%
HCA
271
Harbour Capital Advisors
Virginia
$606K – – –
HSWM
272
Hubbell Strickland Wealth Management
Louisiana
$602K +$12.6K +212 +2%
GIA
273
Gladstone Institutional Advisory
Florida
$599K -$11.7K -196 -2%
SWM
274
SVA Wealth Management
Wisconsin
$596K – – –
RC
275
RegentAtlantic Capital
New Jersey
$587K – – –
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