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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 %
IC
376
Inverness Counsel
New York
$238K -$318K – –
BRWM
377
B. Riley Wealth Management
Tennessee
$238K +$59.3K +1,328 +33%
SMG
378
Spectrum Management Group
Indiana
$237K +$21.6K +484 +10%
PCM
379
Perritt Capital Management
Illinois
$236K – – –
DTC
380
Davidson Trust Company
Washington
$236K +$18.2K +408 +8%
BA
381
Ballew Advisors
Mississippi
$235K -$255K -5,716 -52%
WLPWM
382
Walled Lake Planning & Wealth Management
Illinois
$233K -$43.8K -980 -16%
PBO
383
Peoples Bank (Ohio)
Ohio
$232K -$36.6K -820 -14%
PWP
384
Personal Wealth Partners
Minnesota
$232K -$33.9K -760 -13%
HFA
385
High Falls Advisors
New York
$232K – – –
BB
386
Busey Bank
Illinois
$230K +$123K +2,756 +115%
FWM
387
Filbrandt Wealth Management
Wisconsin
$224K – – –
RG
388
Rikoon Group
New Mexico
$222K – – –
RRC
389
Relaxing Retirement Coach
Massachusetts
$219K – – –
WBC
390
West Branch Capital
Massachusetts
$218K -$31.6K -708 -13%
JPG
391
Jordan Park Group
California
$217K – – –
BFPW
392
BOK Financial Private Wealth
Colorado
$215K +$215K +4,828 New
MCM
393
Mainstay Capital Management
Michigan
$213K -$32.2K -744 -13%
CIC
394
Carnegie Investment Counsel
Ohio
$213K – – –
FDS
395
Freedom Day Solutions
Texas
$213K +$10.5K +236 +5%
MG
396
Mather Group
Illinois
$212K -$31.2K -700 -13%
CBT
397
Capital Bank & Trust
California
$212K +$194K +4,360 +1,090%
WCM
398
Wealthcare Capital Management
Virginia
$210K +$8.76K +196 +4%
Fayez Sarofim & Co
399
Fayez Sarofim & Co
Texas
$209K – – –
TNB
400
Thomasville National Bank
Georgia
$203K – – –
14 15
16
17 18