IJK icon

iShares S&P Mid-Cap 400 Growth ETF

537 hedge funds and large institutions have $4.7B invested in iShares S&P Mid-Cap 400 Growth ETF in 2019 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 164 increasing their positions, 172 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
537
Holders Change
+2
Holders Change %
+0.37%
% of All Funds
11.68%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.5%
New
50
Increased
164
Reduced
172
Closed
39
Calls
$3.83M
Puts
$950K
Net Calls
+$2.88M
Net Calls Change
+$1.55M
Name Holding Trade Value Shares
Change
Shares
Change %
APSP
401
Asset Planning Services (Pennsylvania)
Pennsylvania
$219K
DP
402
Denver PWM
Colorado
$219K +$444 +8 +0.2%
DSC
403
Duncker Streett & Co
Missouri
$215K
WAM
404
Wallington Asset Management
Indiana
$213K -$38.5K -680 -15%
GPA
405
Garrison Point Advisors
California
$212K +$212K +3,740 New
LW
406
Linscomb Wealth
Texas
$211K +$211K +3,732 New
HTC
407
Haverford Trust Company
Pennsylvania
$210K -$56.6K -1,000 -21%
NB
408
NBT Bank
New York
$210K +$210K +3,704 New
KIA
409
KCM Investment Advisors
California
$207K
TNB
410
Thomasville National Bank
Georgia
$205K +$205K +3,620 New
TF
411
Trek Financial
Arizona
$205K +$205K +3,632 New
PCIA
412
Prime Capital Investment Advisors
Kansas
$204K
IIC
413
Integrated Investment Consultants
Michigan
$204K +$204K +3,612 New
KWM
414
Kingsview Wealth Management
Oregon
$202K -$76.2K -1,348 -27%
BFA
415
Bragg Financial Advisors
North Carolina
$202K -$26.1K -460 -11%
AP
416
Appleton Partners
Massachusetts
$200K +$200K +3,540 New
LB
417
Legacy Bridge
Iowa
$195K
AOWM
418
Alpha Omega Wealth Management
Virginia
$181K
FNB
419
Farmers National Bank
Kentucky
$172K +$24.4K +432 +17%
WT
420
Whittier Trust
California
$167K -$5.64K -100 -3%
PB
421
Pinnacle Bancorp
Nebraska
$160K
CF
422
Centaurus Financial
California
$158K +$119K +2,116 +309%
LA
423
Legacy Advisors
Pennsylvania
$151K
CAC
424
Certified Advisory Corp
Florida
$145K -$1.79M -31,672 -93%
CB
425
CNB Bank
Pennsylvania
$139K