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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 %
DTC
401
Davidson Trust Company
Washington
$290K +$290K +4,888 New
A
402
AdvicePeriod
California
$289K +$289K +4,852 New
JPG
403
Jordan Park Group
California
$289K +$289K +4,860 New
SMG
404
Spectrum Management Group
Indiana
$288K – – –
CIC
405
Carnegie Investment Counsel
Ohio
$284K +$35.7K +600 +14%
WF
406
Welch & Forbes
Massachusetts
$282K +$8.33K +140 +3%
Fayez Sarofim & Co
407
Fayez Sarofim & Co
Texas
$279K – – –
FDS
408
Freedom Day Solutions
Texas
$270K +$7.37K +124 +3%
IC
409
IEQ Capital
California
$269K +$269K +4,512 New
AP
410
Advisor Partners
California
$268K – – –
WCM
411
Wealthcare Capital Management
Virginia
$268K – – –
CPA
412
Clear Perspective Advisors
Illinois
$267K – – –
WAM
413
Wealthspire Advisors (Maryland)
Maryland
$265K -$1.9K -32 -0.7%
BJL
414
Brighton Jones LLC
Washington
$263K +$263K +4,424 New
PG
415
Prostatis Group
Maryland
$259K +$259K +4,344 New
CCM
416
Condor Capital Management
New Jersey
$258K +$954 +16 +0.4%
MMHP
417
Murphy Middleton Hinkle & Parker
Georgia
$251K +$953 +16 +0.4%
TWP
418
Total Wealth Planning
Ohio
$249K +$239 +4 +0.1%
NFC
419
Northeast Financial Consultants
Connecticut
$249K +$6.68K +112 +3%
IFWM
420
Institute for Wealth Management
Colorado
$247K +$2.38K +40 +1%
DAS
421
Dynamic Advisor Solutions
Arizona
$244K -$9.27K -156 -4%
JWBC
422
J.W. Burns & Co
New York
$243K – – –
PAM
423
Premier Asset Management
Illinois
$243K – – –
CCB
424
Cutter & Co Brokerage
Missouri
$242K -$79.5K -1,336 -25%
HIM
425
Hanlon Investment Management
New Jersey
$241K -$78K -1,312 -24%
15 16
17
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