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

527 hedge funds and large institutions have $4.54B invested in iShares S&P Mid-Cap 400 Growth ETF in 2019 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 137 increasing their positions, 187 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
527
Holders Change
-10
Holders Change %
-1.86%
% of All Funds
11.57%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.48%
New
38
Increased
137
Reduced
187
Closed
42
Calls
$672K
Puts
$677K
Net Calls
-$5K
Net Calls Change
-$2.88M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$27.4M
2
LPL Financial
LPL Financial
California
+$16.3M
3
SEI Investments
SEI Investments
Pennsylvania
+$15.6M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$14.8M
5
Stifel Financial
Stifel Financial
Missouri
+$9.69M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$104M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$43.7M
3
WIA
World Investment Advisors
California
-$21.1M
4
CC
Chanos & Company
New York
-$17.4M
5
LMIM
Lockheed Martin Investment Management
Maryland
-$7.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIG
376
Chicago Partners Investment Group
Illinois
$269K +$450 +8 +0.2%
Fayez Sarofim & Co
377
Fayez Sarofim & Co
Texas
$262K – – –
MCM
378
Mainstay Capital Management
Michigan
$259K – – –
HCMT
379
Highland Capital Management (Tennessee)
Tennessee
$259K – – –
WF
380
Welch & Forbes
Massachusetts
$257K – – –
WCM
381
Wealthcare Capital Management
Virginia
$252K – – –
WAM
382
Wealthspire Advisors (Maryland)
Maryland
$251K -$10.5K -188 -4%
CPA
383
Clear Perspective Advisors
Illinois
$251K – – –
GLA
384
Good Life Advisors
Pennsylvania
$249K +$677 +12 +0.3%
FIB
385
First Interstate Bank
Montana
$248K – – –
AP
386
Advisor Partners
California
$248K +$248K +4,440 New
FDS
387
Freedom Day Solutions
Texas
$247K -$18.3K -328 -7%
AMG
388
Advisors Management Group
Wisconsin
$246K – – –
BRWM
389
B. Riley Wealth Management
Tennessee
$245K -$34.7K -620 -12%
CCM
390
Condor Capital Management
New Jersey
$241K +$5.81K +104 +2%
BRWA
391
B. Riley Wealth Advisors
Florida
$240K -$1.12K -20 -0.5%
DAS
392
Dynamic Advisor Solutions
Arizona
$239K +$239K +4,264 New
MMHP
393
Murphy Middleton Hinkle & Parker
Georgia
$235K – – –
FWCM
394
Ferguson Wellman Capital Management
Oregon
$234K – – –
CIC
395
Carnegie Investment Counsel
Ohio
$233K – – –
TWP
396
Total Wealth Planning
Ohio
$233K – – –
GWS
397
Glassman Wealth Services
Virginia
$231K -$12.7K -228 -5%
IFWM
398
Institute for Wealth Management
Colorado
$230K -$1.12K -20 -0.5%
PAM
399
Premier Asset Management
Illinois
$229K +$229K +4,088 New
JWBC
400
J.W. Burns & Co
New York
$228K – – –
14 15
16
17 18