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

583 hedge funds and large institutions have $4.1B invested in iShares S&P Mid-Cap 400 Growth ETF in 2020 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 154 increasing their positions, 207 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
583
Holders Change
+15
Holders Change %
+2.64%
% of All Funds
11.79%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.47%
New
63
Increased
154
Reduced
207
Closed
43
Calls
$5.02M
Puts
$287K
Net Calls
+$4.74M
Net Calls Change
+$3.54M

Top Buyers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$17.8M
2
PFG
Piershale Financial Group
Illinois
+$16.2M
3
BCM
Brookstone Capital Management
Illinois
+$15.3M
4
BFG
Barber Financial Group
Kansas
+$14.5M
5
CC
Courier Capital
New York
+$11.8M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$30.4M
2
Wells Fargo
Wells Fargo
California
-$12.6M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$8.99M
4
Truist Financial
Truist Financial
North Carolina
-$7.71M
5
CA
Centerpoint Advisors
Massachusetts
-$6.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFS
301
CRA Financial Services
New Jersey
$457K -$5.74K -96 -1%
CHC
302
City Holding Co
West Virginia
$454K – – –
KTC
303
Kistler-Tiffany Companies
Pennsylvania
$454K +$77.8K +1,300 +21%
AIM
304
Allen Investment Management
New York
$452K – – –
KWM
305
Kingsview Wealth Management
Oregon
$451K +$1.67K +28 +0.4%
TSS
306
Two Sigma Securities
New York
$450K -$34.7K -580 -7%
SC
307
Savant Capital
Illinois
$448K -$8.14K -136 -2%
CB
308
Community Bank
New York
$441K – – –
PMG
309
Private Management Group
California
$441K – – –
PWA
310
Peterson Wealth Advisors
Utah
$438K -$478 -8 -0.1%
KCM
311
Kanawha Capital Management
Virginia
$429K – – –
RWM
312
Ritholtz Wealth Management
New York
$426K -$194K -3,236 -31%
WSTAM
313
Wilbanks Smith & Thomas Asset Management
Virginia
$426K +$194K +3,252 +84%
WTB
314
Washington Trust Bank
Washington
$423K – – –
SCM
315
SOL Capital Management
Maryland
$423K – – –
WP
316
WMS Partners
Maryland
$422K – – –
SWM
317
SVA Wealth Management
Wisconsin
$421K -$62.4K -1,044 -13%
HSA
318
HBK Sorce Advisory
Pennsylvania
$409K +$89.2K +1,492 +28%
GG
319
Gofen & Glossberg
Illinois
$408K – – –
Renaissance Technologies
320
Renaissance Technologies
New York
$407K -$144K -2,400 -26%
TAM
321
Tocqueville Asset Management
New York
$407K – – –
AF
322
Alerus Financial
North Dakota
$406K – – –
DBT
323
Dubuque Bank & Trust
Iowa
$405K – – –
WAM
324
Wealthspire Advisors (Maryland)
Maryland
$401K +$401K +6,708 New
EWM
325
Evercore Wealth Management
New York
$399K -$25.3K -424 -6%
11 12
13
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