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iShares S&P Mid-Cap 400 Growth ETF

568 hedge funds and large institutions have $3.79B invested in iShares S&P Mid-Cap 400 Growth ETF in 2020 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 114 increasing their positions, 237 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
+17
Holders Change %
+3.09%
% of All Funds
11.68%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.41%
New
63
Increased
114
Reduced
237
Closed
42
Calls
$1.64M
Puts
$442K
Net Calls
+$1.19M
Net Calls Change
+$2.15M
Name Holding Trade Value Shares
Change
Shares
Change %
NL
251
NWAM LLC
Washington
$553K -$87.8K -1,568 -14%
RC
252
RegentAtlantic Capital
New Jersey
$553K
OC
253
Oakworth Capital
Alabama
$551K
MFW
254
Meristem Family Wealth
Minnesota
$547K
Brown Advisory
255
Brown Advisory
Maryland
$546K +$86.7K +1,548 +19%
LPIC
256
LeJeune Puetz Investment Counsel
Michigan
$545K
RWM
257
RKL Wealth Management
Pennsylvania
$523K +$523K +9,348 New
Renaissance Technologies
258
Renaissance Technologies
New York
$515K +$515K +9,200 New
GEA
259
Glen Eagle Advisors
New Jersey
$511K -$20.2K -360 -4%
SAMC
260
Spectrum Asset Management (California)
California
$507K -$4.48K -80 -0.9%
BHWM
261
Bar Harbor Wealth Management
New Hampshire
$506K -$202K -3,612 -29%
ONB
262
Old National Bancorp
Indiana
$506K -$19.5K -348 -4%
CJA
263
C-J Advisory
California
$506K +$895 +16 +0.2%
CAPTRUST Financial Advisors
264
CAPTRUST Financial Advisors
North Carolina
$506K +$145K +2,592 +40%
LFAS
265
Level Four Advisory Services
Texas
$504K -$45.5K -812 -8%
PMG
266
ProVise Management Group
Florida
$504K
WFM
267
Wolff Financial Management
Michigan
$504K +$1.34K +24 +0.3%
AC
268
Alexandria Capital
Virginia
$490K -$1.12K -20 -0.2%
PCM
269
Pennsylvania Capital Management
Pennsylvania
$485K +$485K +8,664 New
PP
270
Professional Planning
California
$485K +$485K +8,664 New
TW
271
Transform Wealth
Colorado
$481K -$683K -12,208 -59%
ANTB
272
AMG National Trust Bank
Colorado
$481K +$481K +8,584 New
Wolverine Trading
273
Wolverine Trading
Illinois
$477K -$448K -8,108 -48%
CCA
274
Cobblestone Capital Advisors
New York
$468K -$11.2K -200 -2%
WP
275
WealthSource Partners
California
$465K -$604K -10,784 -56%