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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 %
CJA
276
C-J Advisory
California
$402K -$771K -17,304 -66%
WFM
277
Wolff Financial Management
Michigan
$401K -$6.07K -136 -1%
PMG
278
ProVise Management Group
Florida
$401K – – –
AC
279
Alexandria Capital
Virginia
$391K -$1.96K -44 -0.5%
FNBOSM
280
First National Bank of South Miami
Florida
$383K -$21.3K -476 -5%
CCA
281
Cobblestone Capital Advisors
New York
$382K +$61.6K +1,380 +19%
PPA
282
Parametric Portfolio Associates
Washington
$378K -$33.2K -744 -8%
CFG
283
Citizens Financial Group
Rhode Island
$368K +$368K +8,240 New
Bessemer Group
284
Bessemer Group
New Jersey
$367K -$277K -6,200 -43%
MA
285
Modus Advisors
Minnesota
$367K +$8.74K +196 +2%
Brown Advisory
286
Brown Advisory
Maryland
$366K +$35.5K +796 +11%
KTC
287
Kistler-Tiffany Companies
Pennsylvania
$362K – – –
KCM
288
Kanawha Capital Management
Virginia
$360K -$4.46K -100 -1%
CPIG
289
Chicago Partners Investment Group
Illinois
$360K +$388 +8 +0.1%
TNBTD
290
Trustmark National Bank Trust Department
Mississippi
$351K – – –
MA
291
Mutual Advisors
Nebraska
$349K +$39.1K +876 +13%
LPT
292
Legacy Private Trust
Wisconsin
$348K – – –
NPF
293
Norris Perne & French
Michigan
$347K -$2.68K -60 -0.8%
BSW
294
Buckingham Strategic Wealth
Missouri
$347K +$78.3K +1,756 +29%
CFS
295
CRA Financial Services
New Jersey
$345K – – –
WF
296
Welch & Forbes
Massachusetts
$345K +$134K +3,000 +63%
TAIM
297
TD Ameritrade Investment Management
Nebraska
$345K +$331K +7,416 +2,318%
KPCM
298
Kings Point Capital Management
New York
$343K -$222K -4,976 -39%
MAFM
299
Mid Atlantic Financial Management
Pennsylvania
$339K -$21.9K -492 -6%
Mercer Global Advisors
300
Mercer Global Advisors
Colorado
$338K +$73.6K +1,648 +28%
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