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

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

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$57M
2
Morgan Stanley
Morgan Stanley
New York
+$40M
3
HC
HNP Capital
New York
+$12.2M
4
SS
Sunbelt Securities
Texas
+$11.8M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$11.5M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$184M
2
Stifel Financial
Stifel Financial
Missouri
-$30.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$27.8M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$23.7M
5
Bank of America
Bank of America
North Carolina
-$21.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
251
RFG Advisory
Alabama
$500K +$76.8K +1,720 +18%
CWAG
252
Compton Wealth Advisory Group
Virginia
$493K -$34.4K -772 -7%
CPSC
253
Carl P. Sherr & Co
Massachusetts
$490K -$224K -5,008 -31%
NFG
254
Nations Financial Group
Iowa
$485K +$24.5K +548 +5%
MIC
255
Meridian Investment Counsel
California
$475K – – –
HSWM
256
Hubbell Strickland Wealth Management
Louisiana
$470K +$19.1K +428 +4%
JIC
257
Johnson Investment Counsel
Ohio
$461K -$9.98K -224 -2%
BAC
258
Boys Arnold & Co
North Carolina
$459K -$168K -3,768 -27%
HCA
259
Harbour Capital Advisors
Virginia
$454K – – –
KFI
260
Key Financial Inc
Pennsylvania
$451K -$78.7K -1,744 -15%
BC
261
Brinker Capital
Pennsylvania
$451K +$60.9K +1,364 +16%
SWM
262
SVA Wealth Management
Wisconsin
$450K +$3.75K +84 +0.8%
BP
263
Ballentine Partners
Massachusetts
$450K +$450K +10,080 New
CGA
264
Crescent Grove Advisors
Illinois
$447K -$1.47M -32,900 -77%
BEI
265
Benjamin Edwards Inc
Missouri
$444K +$129K +2,888 +41%
RC
266
RegentAtlantic Capital
New Jersey
$440K – – –
LFAS
267
Level Four Advisory Services
Texas
$439K -$311K -6,960 -41%
OC
268
Oakworth Capital
Alabama
$439K – – –
GIA
269
Gladstone Institutional Advisory
Florida
$437K -$11.6K -260 -3%
MFW
270
Meristem Family Wealth
Minnesota
$436K – – –
LPIC
271
LeJeune Puetz Investment Counsel
Michigan
$435K – – –
GEA
272
Glen Eagle Advisors
New Jersey
$423K -$4.28K -96 -1%
ONB
273
Old National Bancorp
Indiana
$418K -$12.3K -276 -3%
SAMC
274
Spectrum Asset Management (California)
California
$408K -$136K -3,040 -25%
SCM
275
SOL Capital Management
Maryland
$406K +$1.25K +28 +0.3%
9 10
11
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