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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 %
B
326
Bailard
California
$291K – – –
PFA
327
Plotkin Financial Advisors
Maryland
$290K -$206K -4,612 -41%
HIIFS
328
Harel Insurance Investments & Financial Services
Israel
$286K – – –
WAM
329
Wealthspire Advisors (Maryland)
Maryland
$285K +$86.1K +1,928 +43%
WANY
330
Wealthspire Advisors (New York)
New York
$285K +$285K +6,384 New
KP
331
Keel Point
Alabama
$284K +$179 +4 +0.1%
LA
332
LexAurum Advisors
Kansas
$282K – – –
CWM
333
Cornerstone Wealth Management
Missouri
$281K -$47.2K -1,060 -14%
MFW
334
Mosaic Family Wealth
Missouri
$276K – – –
CAPTRUST Financial Advisors
335
CAPTRUST Financial Advisors
North Carolina
$272K -$16.7K -396 -6%
FFN
336
Focus Financial Network
Minnesota
$271K +$3.03K +68 +1%
AWM
337
AE Wealth Management
Kansas
$270K -$1.47M -32,984 -85%
CCM
338
Coldstream Capital Management
Washington
$270K – – –
HCP
339
Holt Capital Partners
Texas
$270K – – –
CPA
340
Capital Planning Advisors
California
$269K -$496K -11,148 -65%
SFS
341
Sowell Financial Services
Arkansas
$268K -$16.2K -364 -6%
FMWA
342
Forvis Mazars Wealth Advisors
Missouri
$268K -$13.4K -300 -5%
UR
343
USCA RIA
Texas
$267K -$1M -22,440 -79%
VVP
344
Venture Visionary Partners
Ohio
$267K – – –
BAM
345
Barrett Asset Management
New York
$266K -$2.57M -57,680 -91%
PA
346
Parallel Advisors
California
$265K -$12.5K -280 -5%
HH
347
Hilltop Holdings
Texas
$265K – – –
RWA
348
River Wealth Advisors
Pennsylvania
$264K -$15.9K -356 -6%
PA
349
PSI Advisors
Florida
$262K -$85.5K -1,920 -25%
BBNA
350
Bremer Bank National Association
Minnesota
$262K – – –
12 13
14
15 16