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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 %
NPF
301
Norris Perne & French
Michigan
$467K -$23.6K -396 -5%
LPT
302
Legacy Private Trust
Wisconsin
$464K -$11.4K -192 -2%
OFG
303
Omega Financial Group
California
$464K -$2.38K -40 -0.5%
PA
304
PSI Advisors
Florida
$464K +$464K +7,804 New
CFS
305
CRA Financial Services
New Jersey
$461K -$476 -8 -0.1%
CB
306
Community Bank
New York
$459K -$23.8K -400 -5%
HIS
307
Harvest Investment Services
Illinois
$455K -$1.96M -32,948 -81%
CPO
308
Cerity Partners OCIO
New York
$452K +$31.6K +528 +8%
CPIG
309
Chicago Partners Investment Group
Illinois
$451K +$160K +2,628 +55%
AIM
310
Allen Investment Management
New York
$450K – – –
AWA
311
Arkadios Wealth Advisors
Georgia
$446K +$446K +7,240 New
DBT
312
Dubuque Bank & Trust
Iowa
$442K -$357K -6,000 -45%
JFGIW
313
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$442K – – –
Brown Advisory
314
Brown Advisory
Maryland
$441K -$89.8K -1,508 -17%
CG
315
Corundum Group
Colorado
$441K – – –
MFG
316
Merit Financial Group
Georgia
$440K +$440K +7,396 New
PMG
317
Private Management Group
California
$439K -$119K -2,000 -21%
CWM
318
Cornerstone Wealth Management
Missouri
$438K -$69K -1,160 -14%
SC
319
Savant Capital
Illinois
$433K – – –
W
320
WealthStone
Ohio
$430K – – –
DY
321
Dowling & Yahnke
California
$430K +$28.6K +480 +7%
SIC
322
Sigma Investment Counselors
Michigan
$429K +$59.5K +1,000 +16%
CHC
323
City Holding Co
West Virginia
$428K -$4.05K -68 -0.9%
CCA
324
Cobblestone Capital Advisors
New York
$427K – – –
CAM
325
Congress Asset Management
Massachusetts
$426K +$426K +7,152 New
11 12
13
14 15