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iShares S&P Mid-Cap 400 Growth ETF

527 hedge funds and large institutions have $4.54B invested in iShares S&P Mid-Cap 400 Growth ETF in 2019 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 137 increasing their positions, 187 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
527
Holders Change
-10
Holders Change %
-1.86%
% of All Funds
11.57%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.48%
New
38
Increased
137
Reduced
187
Closed
42
Calls
$672K
Puts
$677K
Net Calls
-$5K
Net Calls Change
-$2.88M
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
301
Perigon Wealth Management
California
$401K
MA
302
Mutual Advisors
Nebraska
$401K +$4.92K +88 +1%
NFG
303
Next Financial Group
Texas
$398K -$21.3K -380 -5%
CPO
304
Cerity Partners OCIO
New York
$393K +$448 +8 +0.1%
S
305
SignatureFD
Georgia
$390K +$79.6K +1,420 +26%
JLBC
306
J.L. Bainbridge & Co
Florida
$390K +$74.2K +1,536 +24%
CCA
307
Clearwater Capital Advisors
Illinois
$387K -$37.6K -672 -9%
Mercer Global Advisors
308
Mercer Global Advisors
Colorado
$385K +$25.3K +452 +7%
TCM
309
Traynor Capital Management
Pennsylvania
$384K -$447 -8 -0.1%
PAM
310
Palisade Asset Management
Minnesota
$383K
GG
311
Gofen & Glossberg
Illinois
$382K
TAM
312
Tocqueville Asset Management
New York
$381K
AF
313
Alerus Financial
North Dakota
$380K
DY
314
Dowling & Yahnke
California
$377K -$10.1K -180 -3%
GVAG
315
Great Valley Advisor Group
Delaware
$374K -$16.4K -292 -4%
RFWA
316
RPg Family Wealth Advisory
Massachusetts
$372K
CS
317
Comerica Securities
Michigan
$372K -$194K -3,468 -34%
FAIM
318
Financial Advocates Investment Management
Washington
$371K +$29.6K +528 +9%
SFG
319
Summit Financial Group
West Virginia
$368K -$239K -4,268 -39%
WIA
320
World Investment Advisors
California
$367K -$21.1M -377,508 -98%
PA
321
Paracle Advisors
Washington
$365K +$365K +6,536 New
PWA
322
Peterson Wealth Advisors
Utah
$364K +$1.12K +20 +0.3%
HIIFS
323
Harel Insurance Investments & Financial Services
Israel
$358K
FMWA
324
Forvis Mazars Wealth Advisors
Missouri
$356K
CIA
325
Capital Investment Advisors
Georgia
$355K