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iShares S&P Mid-Cap 400 Growth ETF

583 hedge funds and large institutions have $4.1B invested in iShares S&P Mid-Cap 400 Growth ETF in 2020 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 154 increasing their positions, 207 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
583
Holders Change
+15
Holders Change %
+2.64%
% of All Funds
11.79%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.47%
New
63
Increased
154
Reduced
207
Closed
43
Calls
$5.02M
Puts
$287K
Net Calls
+$4.74M
Net Calls Change
+$3.54M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
251
Cetera Advisors
Colorado
$638K -$53.8K -900 -8%
MIC
252
Meridian Investment Counsel
California
$636K
HSWM
253
Hubbell Strickland Wealth Management
Louisiana
$631K +$478 +8 +0.1%
JIC
254
Johnson Investment Counsel
Ohio
$629K
PSF
255
Pacific Sun Financial
California
$621K -$28.7K -480 -4%
MWM
256
Meridian Wealth Management
Kentucky
$620K +$346K +5,792 +126%
NFG
257
Nations Financial Group
Iowa
$611K -$7.42K -124 -1%
HCA
258
Harbour Capital Advisors
Virginia
$609K
SIA
259
Soltis Investment Advisors
Utah
$607K +$272K +4,552 +81%
BP
260
Ballentine Partners
Massachusetts
$597K
SAMC
261
Spectrum Asset Management (California)
California
$592K +$50.2K +840 +9%
CG
262
Corundum Group
Colorado
$592K +$149K +2,500 +34%
RC
263
RegentAtlantic Capital
New Jersey
$590K
CWAG
264
Compton Wealth Advisory Group
Virginia
$584K -$19.9K -332 -3%
LPIC
265
LeJeune Puetz Investment Counsel
Michigan
$582K
Brown Advisory
266
Brown Advisory
Maryland
$574K -$8.61K -144 -1%
CGA
267
Crescent Grove Advisors
Illinois
$570K -$24.4K -408 -4%
OC
268
Oakworth Capital
Alabama
$569K -$19.4K -324 -3%
Carson Wealth (CWM LLC)
269
Carson Wealth (CWM LLC)
Nebraska
$569K
RWM
270
RKL Wealth Management
Pennsylvania
$560K +$718 +12 +0.1%
5L
271
55I LLC
Massachusetts
$545K +$276K +4,624 +103%
ONB
272
Old National Bancorp
Indiana
$540K
CJA
273
C-J Advisory
California
$540K
WFM
274
Wolff Financial Management
Michigan
$539K +$717 +12 +0.1%
TI
275
Trexquant Investment
Connecticut
$537K +$537K +8,988 New