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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 %
EWM
326
Evercore Wealth Management
New York
$424K +$424K +7,124 New
BEI
327
Benjamin Edwards Inc
Missouri
$421K -$691K -11,600 -62%
NFG
328
Next Financial Group
Texas
$421K -$1.67K -28 -0.4%
MA
329
Mutual Advisors
Nebraska
$413K -$13.8K -232 -3%
TCM
330
Traynor Capital Management
Pennsylvania
$410K +$1.19K +20 +0.3%
HSA
331
HBK Sorce Advisory
Pennsylvania
$409K +$59.5K +1,000 +17%
CAPTRUST Financial Advisors
332
CAPTRUST Financial Advisors
North Carolina
$409K +$275K +4,600 +205%
PAM
333
Palisade Asset Management
Minnesota
$407K – – –
GG
334
Gofen & Glossberg
Illinois
$406K – – –
TAM
335
Tocqueville Asset Management
New York
$405K – – –
AF
336
Alerus Financial
North Dakota
$404K – – –
S
337
SignatureFD
Georgia
$401K -$13.8K -232 -3%
GVAG
338
Great Valley Advisor Group
Delaware
$393K -$4.53K -76 -1%
SFG
339
Summit Financial Group
West Virginia
$391K – – –
SWPG
340
Strategic Wealth Partners Group
Illinois
$391K +$39.3K +660 +11%
RFWA
341
RPg Family Wealth Advisory
Massachusetts
$391K -$5K -84 -1%
B
342
Bailard
California
$388K -$63.2K -1,060 -14%
PWA
343
Peterson Wealth Advisors
Utah
$388K +$1.19K +20 +0.3%
HIIFS
344
Harel Insurance Investments & Financial Services
Israel
$381K – – –
SFS
345
Sowell Financial Services
Arkansas
$380K -$113K -1,900 -23%
KP
346
Keel Point
Alabama
$378K -$119K -1,996 -24%
CRC
347
Curi RMB Capital
Illinois
$376K -$107K -1,800 -22%
LA
348
LexAurum Advisors
Kansas
$376K +$1.19K +20 +0.3%
FMWA
349
Forvis Mazars Wealth Advisors
Missouri
$375K -$3.33K -56 -0.9%
RWA
350
River Wealth Advisors
Pennsylvania
$374K +$374K +6,284 New
12 13
14
15 16