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

666 hedge funds and large institutions have $5B invested in iShares S&P Mid-Cap 400 Growth ETF in 2020 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 141 increasing their positions, 263 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
666
Holders Change
+83
Holders Change %
+14.24%
% of All Funds
11.82%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.53%
New
125
Increased
141
Reduced
263
Closed
33
Calls
$5.15M
Puts
–
Net Calls
+$5.15M
Net Calls Change
+$416K

Top Buyers

1
CM
Churchill Management
California
+$17.3M
2
SCM
Sandler Capital Management
New York
+$14.8M
3
FI
FormulaFolio Investments
Michigan
+$12.7M
4
LPL Financial
LPL Financial
California
+$9.56M
5
KAS
Kestra Advisory Services
Texas
+$9.34M

Top Sellers

1
CC
Courier Capital
New York
-$53.4M
2
Wells Fargo
Wells Fargo
California
-$26.6M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$26.6M
4
WIA
World Investment Advisors
California
-$23.8M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
376
Summit Financial Group
West Virginia
$434K +$21.7K +300 +5%
CCM
377
Coldstream Capital Management
Washington
$428K -$9.25K -128 -2%
HH
378
Hilltop Holdings
Texas
$419K -$7.8K -108 -2%
PA
379
Parallel Advisors
California
$417K -$9.46K -131 -2%
SWM
380
SeaCrest Wealth Management
New York
$416K +$505 +7 +0.1%
NB
381
NBT Bank
New York
$414K – – –
WF
382
Welch & Forbes
Massachusetts
$411K -$51.9K -720 -11%
KFI
383
Key Financial Inc
Pennsylvania
$404K -$28K -387 -6%
MIH
384
Meitav Investment House
Israel
$404K – – –
FTUS
385
Flow Traders U.S.
New York
$403K -$2.59M -35,855 -87%
WA
386
Wambolt & Associates
Colorado
$403K – – –
CPO
387
Cerity Partners OCIO
New York
$403K +$289 +4 +0.1%
BBNA
388
Bremer Bank National Association
Minnesota
$400K -$9.46K -131 -2%
SBIA
389
Sheaff Brock Investment Advisors
Indiana
$399K – – –
MSAM
390
Moloney Securities Asset Management
Missouri
$397K +$397K +5,497 New
SF
391
Synovus Financial
Georgia
$396K -$1.66K -23 -0.4%
SDWMA
392
Schneider Downs Wealth Management Advisors
Pennsylvania
$392K – – –
TW
393
Transform Wealth
Colorado
$390K -$36.1K -500 -8%
IC
394
Inverness Counsel
New York
$386K -$320K – –
SMG
395
Spectrum Management Group
Indiana
$384K – – –
SWPG
396
Strategic Wealth Partners Group
Illinois
$383K – – –
MGIA
397
Matthew Goff Investment Advisor
Texas
$383K +$383K +5,300 New
PCM
398
Perritt Capital Management
Illinois
$381K – – –
CWM
399
Cornerstone Wealth Management
Missouri
$379K -$54K -748 -12%
HFA
400
High Falls Advisors
New York
$376K +$376K +5,200 New
14 15
16
17 18