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iShares S&P Mid-Cap 400 Growth ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
DY
326
Dowling & Yahnke
California
$395K
BIM
327
Bridges Investment Management
Nebraska
$391K
HCA
328
Heck Capital Advisors
Wisconsin
$390K -$53.6K -896 -12%
B
329
Bailard
California
$389K
CFG
330
Citizens Financial Group
Rhode Island
$387K +$486 +8 +0.1%
PPA
331
Parametric Portfolio Associates
Washington
$386K -$2.63K -44 -0.7%
WF
332
Welch & Forbes
Massachusetts
$384K -$79K -1,320 -17%
GRP
333
Global Retirement Partners
California
$381K -$14.6K -244 -4%
LA
334
LexAurum Advisors
Kansas
$379K +$479 +8 +0.1%
RFWA
335
RPg Family Wealth Advisory
Massachusetts
$373K -$19.4K -324 -5%
MAWCM
336
Mine & Arao Wealth Creation & Management
California
$373K +$373K +6,240 New
PWM
337
Perigon Wealth Management
California
$371K
CIA
338
Capital Investment Advisors
Georgia
$370K
MFW
339
Mosaic Family Wealth
Missouri
$369K
FMWA
340
Forvis Mazars Wealth Advisors
Missouri
$369K +$23.2K +388 +7%
UR
341
USCA RIA
Texas
$363K
CCM
342
Coldstream Capital Management
Washington
$362K
CWM
343
Cornerstone Wealth Management
Missouri
$359K -$5.03K -84 -1%
VVP
344
Venture Visionary Partners
Ohio
$359K
BAM
345
Barrett Asset Management
New York
$358K +$718 +12 +0.2%
KFI
346
Key Financial Inc
Pennsylvania
$357K -$13.1K -220 -4%
Comerica Bank
347
Comerica Bank
Texas
$354K -$236K -14,720 -40%
TW
348
Transform Wealth
Colorado
$353K -$161K -2,696 -31%
SFS
349
Sowell Financial Services
Arkansas
$353K -$2.63K -44 -0.7%
HH
350
Hilltop Holdings
Texas
$353K