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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 %
AIM
301
Allen Investment Management
New York
$337K – – –
KWM
302
Kingsview Wealth Management
Oregon
$334K -$19.8K -444 -6%
CB
303
Community Bank
New York
$334K -$9.82K -220 -3%
SC
304
Savant Capital
Illinois
$334K +$9.1K +204 +3%
BIM
305
Bridges Investment Management
Nebraska
$332K -$95.2K -2,136 -22%
CG
306
Corundum Group
Colorado
$330K – – –
PMG
307
Private Management Group
California
$329K – – –
AWA
308
Arkadios Wealth Advisors
Georgia
$323K +$178 +4 +0.1%
DY
309
Dowling & Yahnke
California
$321K -$891 -20 -0.3%
EWM
310
Evercore Wealth Management
New York
$317K -$892 -20 -0.3%
WTB
311
Washington Trust Bank
Washington
$316K +$316K +7,072 New
WP
312
WMS Partners
Maryland
$315K -$39.8K -892 -11%
SIC
313
Sigma Investment Counselors
Michigan
$314K -$8.04K -180 -2%
PWM
314
Perigon Wealth Management
California
$311K -$184K -3,796 -37%
GG
315
Gofen & Glossberg
Illinois
$305K – – –
SIA
316
Soltis Investment Advisors
Utah
$305K +$305K +6,828 New
CHC
317
City Holding Co
West Virginia
$303K -$17.9K -400 -6%
TAM
318
Tocqueville Asset Management
New York
$303K – – –
AF
319
Alerus Financial
North Dakota
$303K – – –
DBT
320
Dubuque Bank & Trust
Iowa
$302K -$29.3K -656 -9%
MFG
321
Merit Financial Group
Georgia
$301K -$29.3K -656 -9%
CIA
322
Capital Investment Advisors
Georgia
$295K +$19.3K +432 +7%
RFWA
323
RPg Family Wealth Advisory
Massachusetts
$293K – – –
PAM
324
Palisade Asset Management
Minnesota
$292K -$13.4K -300 -4%
SFG
325
Summit Financial Group
West Virginia
$291K -$2.14K -48 -0.7%
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