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iShares S&P Mid-Cap 400 Growth ETF

537 hedge funds and large institutions have $4.7B invested in iShares S&P Mid-Cap 400 Growth ETF in 2019 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 164 increasing their positions, 172 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
537
Holders Change
+2
Holders Change %
+0.37%
% of All Funds
11.68%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.5%
New
50
Increased
164
Reduced
172
Closed
39
Calls
$3.83M
Puts
$950K
Net Calls
+$2.88M
Net Calls Change
+$1.55M
Name Holding Trade Value Shares
Change
Shares
Change %
GRP
351
Global Retirement Partners
California
$322K +$158K +2,784 +96%
LWM
352
Liberty Wealth Management
California
$321K +$185K +3,268 +136%
MIH
353
Meitav Investment House
Israel
$317K -$113K -2,000 -26%
JLBC
354
J.L. Bainbridge & Co
Florida
$317K +$317K +6,532 New
S
355
SignatureFD
Georgia
$313K +$37.3K +660 +14%
SDWMA
356
Schneider Downs Wealth Management Advisors
Pennsylvania
$311K -$3.39K -60 -1%
KFA
357
Kelleher Financial Advisors
New York
$309K +$309K +5,480 New
OCM
358
Orser Capital Management
Texas
$308K
BC
359
Brinker Capital
Pennsylvania
$308K +$35.1K +620 +13%
IC
360
Inverness Counsel
New York
$302K -$293K
SWM
361
SeaCrest Wealth Management
New York
$300K +$678 +12 +0.2%
PCM
362
Perritt Capital Management
Illinois
$299K
FPCG
363
Fort Pitt Capital Group
Pennsylvania
$298K +$76.8K +1,360 +35%
HFA
364
High Falls Advisors
New York
$294K
TP
365
Tranquility Partners
Tennessee
$291K +$291K +5,148 New
RRC
366
Relaxing Retirement Coach
Massachusetts
$288K
LWANC
367
Laurel Wealth Advisors (North Carolina)
North Carolina
$286K +$71.5K +1,264 +33%
RG
368
Rikoon Group
New Mexico
$280K +$678 +12 +0.2%
TPA
369
Trivium Point Advisory
Connecticut
$276K
SKK
370
Shepherd Kaplan Krochuk
Massachusetts
$276K +$452 +8 +0.2%
AWM
371
AE Wealth Management
Kansas
$276K +$276K +4,876 New
CPIG
372
Chicago Partners Investment Group
Illinois
$270K +$453 +8 +0.2%
FDS
373
Freedom Day Solutions
Texas
$269K +$9.29K +164 +4%
WAM
374
Wealthspire Advisors (Maryland)
Maryland
$265K -$31.5K -556 -11%
Fayez Sarofim & Co
375
Fayez Sarofim & Co
Texas
$265K