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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 %
TFS
376
Thoroughbred Financial Services
Tennessee
$338K +$6.19K +104 +2%
MCM
377
Mainstay Capital Management
Michigan
$337K +$62.6K +1,052 +23%
FIB
378
First Interstate Bank
Montana
$334K +$70K +1,176 +27%
WBC
379
West Branch Capital
Massachusetts
$333K -$40.7K -684 -11%
MIH
380
Meitav Investment House
Israel
$333K – – –
WA
381
Wambolt & Associates
Colorado
$332K – – –
ATFA
382
All Terrain Financial Advisors
Minnesota
$330K -$101K -1,700 -23%
SDWMA
383
Schneider Downs Wealth Management Advisors
Pennsylvania
$328K – – –
HR
384
Hayden Royal
North Carolina
$326K -$11.1K -180 -3%
MPW
385
MA Private Wealth
California
$325K -$336K -5,652 -51%
MG
386
Mather Group
Illinois
$325K -$17.8K -300 -5%
WSTAM
387
Wilbanks Smith & Thomas Asset Management
Virginia
$325K – – –
OCM
388
Orser Capital Management
Texas
$324K – – –
TP
389
Tranquility Partners
Tennessee
$324K +$11K +184 +3%
SWM
390
SeaCrest Wealth Management
New York
$322K +$952 +16 +0.3%
FPCG
391
Fort Pitt Capital Group
Pennsylvania
$320K +$5.95K +100 +2%
IC
392
Inverness Counsel
New York
$318K -$299K – –
PCM
393
Perritt Capital Management
Illinois
$314K – – –
HFA
394
High Falls Advisors
New York
$310K – – –
MWM
395
Meridian Wealth Management
Kentucky
$301K +$7.6K +128 +3%
FWM
396
Filbrandt Wealth Management
Wisconsin
$299K +$299K +5,024 New
RG
397
Rikoon Group
New Mexico
$297K +$1.91K +32 +0.6%
RRC
398
Relaxing Retirement Coach
Massachusetts
$292K -$4.99K -84 -2%
SKK
399
Shepherd Kaplan Krochuk
Massachusetts
$292K +$1.19K +20 +0.4%
NL
400
NWAM LLC
Washington
$292K +$292K +4,900 New
14 15
16
17 18