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

666 hedge funds and large institutions have $5B invested in iShares S&P Mid-Cap 400 Growth ETF in 2020 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 141 increasing their positions, 263 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
666
Holders Change
+83
Holders Change %
+14.24%
% of All Funds
11.82%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.53%
New
125
Increased
141
Reduced
263
Closed
33
Calls
$5.15M
Puts
–
Net Calls
+$5.15M
Net Calls Change
+$416K

Top Buyers

1
CM
Churchill Management
California
$17.3M
2
SCM
Sandler Capital Management
New York
$14.8M
3
FI
FormulaFolio Investments
Michigan
$14M
4
LPL Financial
LPL Financial
California
$87M
5
KAS
Kestra Advisory Services
Texas
$14M

Top Sellers

1
CC
Courier Capital
New York
$17.7M
2
Wells Fargo
Wells Fargo
California
$880M
3
Financial Engines Advisors
Financial Engines Advisors
California
$152M
4
WIA
World Investment Advisors
California
$1.99M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
276
Barrett Asset Management
New York
$792K +$360K +4,985 +83%
Brown Advisory
277
Brown Advisory
Maryland
$782K +$87.9K +1,216 +13%
MIC
278
Meridian Investment Counsel
California
$769K – – –
NFG
279
Nations Financial Group
Iowa
$754K +$16.2K +224 +2%
SC
280
SouthState Corp
Florida
$747K -$96.2K -1,332 -11%
JIC
281
Johnson Investment Counsel
Ohio
$738K -$21.7K -300 -3%
CG
282
Corundum Group
Colorado
$738K +$23.1K +320 +3%
KWM
283
Kingsview Wealth Management
Oregon
$731K +$187K +2,584 +34%
BP
284
Ballentine Partners
Massachusetts
$720K – – –
B
285
Bailard
California
$715K +$245K +3,392 +52%
RC
286
RegentAtlantic Capital
New Jersey
$713K – – –
CF
287
Centaurus Financial
California
$703K -$659K -9,125 -48%
LPIC
288
LeJeune Puetz Investment Counsel
Michigan
$703K – – –
CWAG
289
Compton Wealth Advisory Group
Virginia
$701K -$3.61K -50 -0.5%
BA
290
Bridge Advisory
California
$682K +$682K +9,448 New
LWM
291
Lyell Wealth Management
California
$673K +$673K +9,320 New
FEM
292
Fulcrum Equity Management
Texas
$658K +$658K +9,108 New
WAG
293
Winthrop Advisory Group
Massachusetts
$657K +$657K +9,097 New
GEA
294
Glen Eagle Advisors
New Jersey
$654K +$14.5K +201 +2%
ONB
295
Old National Bancorp
Indiana
$652K – – –
WFM
296
Wolff Financial Management
Michigan
$646K -$5.49K -76 -0.8%
DBT
297
Dubuque Bank & Trust
Iowa
$635K +$146K +2,028 +30%
CJA
298
C-J Advisory
California
$634K -$18.4K -255 -3%
MYIA
299
Mount Yale Investment Advisors
Colorado
$634K +$634K +8,773 New
CAPTRUST Financial Advisors
300
CAPTRUST Financial Advisors
North Carolina
$629K +$38.4K +531 +6%
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12
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