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

568 hedge funds and large institutions have $3.79B invested in iShares S&P Mid-Cap 400 Growth ETF in 2020 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 114 increasing their positions, 237 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
+17
Holders Change %
+3.09%
% of All Funds
11.68%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.41%
New
63
Increased
114
Reduced
237
Closed
42
Calls
$1.64M
Puts
$442K
Net Calls
+$1.19M
Net Calls Change
+$2.15M

Top Buyers

1
WSFS
Wilmington Savings Fund Society
Delaware
+$22.7M
2
Bank of America
Bank of America
North Carolina
+$10.4M
3
PFG
Piershale Financial Group
Illinois
+$7.22M
4
1IA
1834 Investment Advisors
Wisconsin
+$4.73M
5
Northern Trust
Northern Trust
Illinois
+$4.51M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$216M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$29.8M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$23.7M
4
Ameriprise
Ameriprise
Minnesota
-$17.4M
5
Osaic Holdings
Osaic Holdings
Arizona
-$16.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WBC
376
West Branch Capital
Massachusetts
$274K +$448 +8 +0.2%
CCA
377
Clearwater Capital Advisors
Illinois
$272K -$37.4K -668 -12%
MFG
378
Merit Financial Group
Georgia
$270K -$107K -1,912 -28%
FDS
379
Freedom Day Solutions
Texas
$270K +$2.24K +40 +0.8%
FHA
380
First Horizon Advisors
Tennessee
$264K -$42.7K -764 -14%
Fayez Sarofim & Co
381
Fayez Sarofim & Co
Texas
$262K – – –
PIP
382
Peachtree Investment Partners
Florida
$259K -$50.7K -904 -16%
MWM
383
Meridian Wealth Management
Kentucky
$257K +$257K +4,600 New
GVAG
384
Great Valley Advisor Group
Delaware
$254K +$254K +4,536 New
5L
385
55I LLC
Massachusetts
$252K +$252K +4,496 New
HIM
386
Hanlon Investment Management
New Jersey
$252K +$252K +4,504 New
FNBTCON
387
First National Bank & Trust Co of Newtown
Pennsylvania
$250K +$250K +4,460 New
SKK
388
Shepherd Kaplan Krochuk
Massachusetts
$249K +$249K +4,452 New
CPA
389
Clear Perspective Advisors
Illinois
$247K +$247K +4,408 New
A
390
AdvicePeriod
California
$247K +$247K +4,416 New
RRC
391
Relaxing Retirement Coach
Massachusetts
$246K -$28.8K -516 -10%
HCP
392
Holt Capital Partners
Texas
$244K -$95.1K -1,700 -28%
RIM
393
Rockbridge Investment Management
New York
$244K +$244K +4,364 New
AWA
394
ARQ Wealth Advisors
Arizona
$241K +$241K +4,300 New
WCM
395
Wealthcare Capital Management
Virginia
$238K -$24.8K -444 -9%
BRWA
396
B. Riley Wealth Advisors
Florida
$237K +$237K +4,216 New
MCM
397
Monument Capital Management
Virginia
$235K +$235K +4,196 New
TWP
398
Total Wealth Planning
Ohio
$234K +$234K +4,180 New
AWM
399
AE Wealth Management
Kansas
$231K -$107K -1,912 -32%
BFEC
400
Benjamin F. Edwards & Company
Missouri
$230K -$16.1M -287,208 -99%
14 15
16
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