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iShares S&P Mid-Cap 400 Growth ETF

537 hedge funds and large institutions have $4.7B invested in iShares S&P Mid-Cap 400 Growth ETF in 2019 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 164 increasing their positions, 172 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
537
Holders Change
+2
Holders Change %
+0.37%
% of All Funds
11.68%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.5%
New
50
Increased
164
Reduced
172
Closed
39
Calls
$3.83M
Puts
$950K
Net Calls
+$2.88M
Net Calls Change
+$1.55M
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
301
Perigon Wealth Management
California
$406K +$135K +2,392 +50%
CCB
302
Cutter & Co Brokerage
Missouri
$405K -$22.4K -396 -5%
LPT
303
Legacy Private Trust
Wisconsin
$403K
MA
304
Mutual Advisors
Nebraska
$401K +$401K +7,084 New
PIP
305
Peachtree Investment Partners
Florida
$398K -$11.5K -204 -3%
CPO
306
Cerity Partners OCIO
New York
$396K +$104K +1,844 +36%
GVAG
307
Great Valley Advisor Group
Delaware
$394K -$68.6K -1,212 -15%
DY
308
Dowling & Yahnke
California
$392K -$8.38K -148 -2%
TCM
309
Traynor Capital Management
Pennsylvania
$390K +$18.8K +332 +5%
PAM
310
Palisade Asset Management
Minnesota
$387K
GG
311
Gofen & Glossberg
Illinois
$386K
TAM
312
Tocqueville Asset Management
New York
$385K
AF
313
Alerus Financial
North Dakota
$384K
RFWA
314
RPg Family Wealth Advisory
Massachusetts
$376K
TSS
315
Two Sigma Securities
New York
$375K +$375K +6,632 New
WA
316
Wambolt & Associates
Colorado
$373K
PWA
317
Peterson Wealth Advisors
Utah
$366K +$904 +16 +0.2%
CCA
318
Cobblestone Capital Advisors
New York
$365K
Mercer Global Advisors
319
Mercer Global Advisors
Colorado
$364K -$51.4K -908 -12%
HIIFS
320
Harel Insurance Investments & Financial Services
Israel
$362K
FMWA
321
Forvis Mazars Wealth Advisors
Missouri
$360K +$89.5K +1,580 +33%
CIA
322
Capital Investment Advisors
Georgia
$359K +$6.33K +112 +2%
FHA
323
First Horizon Advisors
Tennessee
$357K
LA
324
LexAurum Advisors
Kansas
$356K +$10.9K +192 +3%
SMG
325
Spectrum Management Group
Indiana
$352K