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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 %
OC
276
Oakworth Capital
Alabama
$585K -$16.4K -276 -3%
MFW
277
Meristem Family Wealth
Minnesota
$582K – – –
LPIC
278
LeJeune Puetz Investment Counsel
Michigan
$580K – – –
ONB
279
Old National Bancorp
Indiana
$575K – – –
GEA
280
Glen Eagle Advisors
New Jersey
$570K +$1.19K +20 +0.2%
BIM
281
Bridges Investment Management
Nebraska
$570K +$100K +1,684 +21%
Carson Wealth (CWM LLC)
282
Carson Wealth (CWM LLC)
Nebraska
$569K – – –
RA
283
RFG Advisory
Alabama
$565K -$209K -3,516 -27%
TI
284
Truepoint Inc
Ohio
$558K +$476 +8 +0.1%
PPA
285
Parametric Portfolio Associates
Washington
$548K +$237K +3,976 +76%
WFM
286
Wolff Financial Management
Michigan
$543K -$4.29K -72 -0.8%
SCM
287
SOL Capital Management
Maryland
$541K -$22.6K -380 -4%
FNBOSM
288
First National Bank of South Miami
Florida
$539K -$14.5K -244 -3%
PMG
289
ProVise Management Group
Florida
$535K -$87.3K -1,468 -14%
AC
290
Alexandria Capital
Virginia
$525K – – –
BC
291
Brinker Capital
Pennsylvania
$520K +$31.2K +524 +6%
IWC
292
Integrated Wealth Concepts
Massachusetts
$508K +$11.9K +200 +2%
PCA
293
Personal Capital Advisors
California
$491K +$491K +8,244 New
KCM
294
Kanawha Capital Management
Virginia
$487K -$4.76K -80 -1%
MAFM
295
Mid Atlantic Financial Management
Pennsylvania
$482K -$248K -4,160 -34%
OIA
296
OneDigital Investment Advisors
Kansas
$481K +$1.19K +20 +0.2%
MA
297
Modus Advisors
Minnesota
$478K +$478K +8,032 New
WP
298
WMS Partners
Maryland
$473K -$40.4K -680 -8%
KWM
299
Kingsview Wealth Management
Oregon
$472K +$129K +2,168 +38%
TNBTD
300
Trustmark National Bank Trust Department
Mississippi
$469K -$61.9K -1,040 -12%
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