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

568 hedge funds and large institutions have $3.79B invested in iShares S&P Mid-Cap 400 Growth ETF in 2020 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 114 increasing their positions, 237 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
+17
Holders Change %
+3.09%
% of All Funds
11.68%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.41%
New
63
Increased
114
Reduced
237
Closed
42
Calls
$1.64M
Puts
$442K
Net Calls
+$1.19M
Net Calls Change
+$2.15M

Top Buyers

1
WSFS
Wilmington Savings Fund Society
Delaware
+$22.7M
2
Bank of America
Bank of America
North Carolina
+$10.4M
3
PFG
Piershale Financial Group
Illinois
+$7.22M
4
1IA
1834 Investment Advisors
Wisconsin
+$4.73M
5
Northern Trust
Northern Trust
Illinois
+$4.51M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$216M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$29.8M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$23.7M
4
Ameriprise
Ameriprise
Minnesota
-$17.4M
5
Osaic Holdings
Osaic Holdings
Arizona
-$16.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
301
Sigma Investment Counselors
Michigan
$394K – – –
TAIM
302
TD Ameritrade Investment Management
Nebraska
$384K -$49.5K -884 -11%
GG
303
Gofen & Glossberg
Illinois
$382K – – –
TAM
304
Tocqueville Asset Management
New York
$381K – – –
AF
305
Alerus Financial
North Dakota
$380K – – –
DBT
306
Dubuque Bank & Trust
Iowa
$379K – – –
GRP
307
Global Retirement Partners
California
$370K -$298K -5,328 -45%
DY
308
Dowling & Yahnke
California
$370K -$33.9K -604 -8%
RFWA
309
RPg Family Wealth Advisory
Massachusetts
$368K – – –
BIM
310
Bridges Investment Management
Nebraska
$367K -$50.9K -908 -12%
PAM
311
Palisade Asset Management
Minnesota
$366K – – –
B
312
Bailard
California
$365K – – –
RA
313
RFG Advisory
Alabama
$364K -$263K -4,700 -42%
PPA
314
Parametric Portfolio Associates
Washington
$364K -$111K -1,976 -23%
NAM
315
NorthCoast Asset Management
Connecticut
$359K +$359K +6,408 New
HIIFS
316
Harel Insurance Investments & Financial Services
Israel
$358K – – –
CFG
317
Citizens Financial Group
Rhode Island
$356K -$106K -1,884 -23%
LA
318
LexAurum Advisors
Kansas
$354K +$895 +16 +0.3%
SFG
319
Summit Financial Group
West Virginia
$353K -$12.3K -220 -3%
KTC
320
Kistler-Tiffany Companies
Pennsylvania
$352K +$12.1K +216 +4%
CIA
321
Capital Investment Advisors
Georgia
$347K -$24.2K -432 -7%
PWM
322
Perigon Wealth Management
California
$347K -$11.2K -200 -3%
MFW
323
Mosaic Family Wealth
Missouri
$346K – – –
KFI
324
Key Financial Inc
Pennsylvania
$343K -$210K -3,800 -38%
CWM
325
Cornerstone Wealth Management
Missouri
$341K -$12.3K -220 -3%
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