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

666 hedge funds and large institutions have $5B invested in iShares S&P Mid-Cap 400 Growth ETF in 2020 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 141 increasing their positions, 263 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
666
Holders Change
+83
Holders Change %
+14.24%
% of All Funds
11.82%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.53%
New
125
Increased
141
Reduced
263
Closed
33
Calls
$5.15M
Puts
–
Net Calls
+$5.15M
Net Calls Change
+$416K

Top Buyers

1
CM
Churchill Management
California
$17.3M
2
SCM
Sandler Capital Management
New York
$14.8M
3
FI
FormulaFolio Investments
Michigan
$14M
4
LPL Financial
LPL Financial
California
$87M
5
KAS
Kestra Advisory Services
Texas
$14M

Top Sellers

1
CC
Courier Capital
New York
$17.7M
2
Wells Fargo
Wells Fargo
California
$880M
3
Financial Engines Advisors
Financial Engines Advisors
California
$152M
4
WIA
World Investment Advisors
California
$1.99M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
301
Evergreen Capital Management
Washington
$624K +$624K +8,640 New
OC
302
Oakworth Capital
Alabama
$623K -$64.1K -888 -9%
TI
303
Truepoint Inc
Ohio
$618K +$618K +8,552 New
CGA
304
Crescent Grove Advisors
Illinois
$614K -$74.9K -1,037 -11%
LNWTC
305
Laird Norton Wetherby Trust Company
Washington
$612K +$612K +8,480 New
AC
306
Alexandria Capital
Virginia
$610K -$22.1K -306 -3%
NEWAS
307
N.E.W. Advisory Services
Wisconsin
$608K +$608K +8,420 New
WP
308
WealthSource Partners
California
$605K +$5.56K +77 +0.9%
FFN
309
Focus Financial Network
Minnesota
$604K +$42.5K +588 +8%
LPT
310
Legacy Private Trust
Wisconsin
$604K – – –
CCA
311
Cobblestone Capital Advisors
New York
$604K – – –
FFS
312
Founders Financial Securities
Maryland
$602K +$13.1K +182 +2%
GWM
313
Geneos Wealth Management
Colorado
$601K +$275K +4,293 +84%
CHC
314
City Holding Co
West Virginia
$599K +$51.2K +709 +9%
IA
315
Insight Advisors
Pennsylvania
$594K +$594K +8,218 New
BHWM
316
Bar Harbor Wealth Management
New Hampshire
$593K -$9.75K -135 -2%
MFW
317
Meristem Family Wealth
Minnesota
$585K – – –
LFAS
318
Level Four Advisory Services
Texas
$583K +$24.7K +342 +4%
CPIG
319
Chicago Partners Investment Group
Illinois
$579K -$1.74M -22,266 -75%
LWCFA
320
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$579K +$579K +8,016 New
Carson Wealth (CWM LLC)
321
Carson Wealth (CWM LLC)
Nebraska
$569K -$1.71M -21,078 -75%
WTB
322
Washington Trust Bank
Washington
$569K +$57.8K +800 +11%
GIA
323
Gladstone Institutional Advisory
Florida
$564K +$145 +2 +0%
CFS
324
CRA Financial Services
New Jersey
$552K -$72 -1 -0%
AIM
325
Allen Investment Management
New York
$546K – – –
11 12
13
14 15