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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
401
IEQ Capital
California
$202K +$714 +16 +0.4%
GWS
402
Glassman Wealth Services
Virginia
$176K – – –
LWANC
403
Laurel Wealth Advisors (North Carolina)
North Carolina
$171K +$357 +8 +0.2%
BFM
404
Boston Financial Management
Massachusetts
$167K +$11.3K +252 +7%
DI
405
Disciplined Investments
Oklahoma
$167K +$41.2K +920 +33%
FWP
406
FAS Wealth Partners
Kansas
$166K +$14.6K +328 +10%
CF
407
Centaurus Financial
California
$160K +$10.2K +228 +7%
HIA
408
Harbor Investment Advisory
Maryland
$156K -$17.7K -396 -10%
LB
409
Legacy Bridge
Iowa
$153K – – –
CCM
410
Colorado Capital Management
Colorado
$152K – – –
AIC
411
Ameritas Investment Company
Nebraska
$144K -$354 -8 -0.2%
NFG
412
Next Financial Group
Texas
$137K -$179K -4,008 -57%
WT
413
Whittier Trust
California
$132K – – –
BW
414
Bison Wealth
Georgia
$119K +$4.12K +92 +4%
EK
415
Evensky & Katz
Florida
$118K +$179 +4 +0.2%
SIS
416
SVB Investment Services
Utah
$117K – – –
PB
417
Pinnacle Bancorp
Nebraska
$116K – – –
S
418
SignatureFD
Georgia
$110K -$189K -4,256 -63%
CB
419
CNB Bank
Pennsylvania
$110K – – –
LWM
420
Liberty Wealth Management
California
$108K – – –
EI
421
Ellevest Inc
New York
$107K -$30.3K -680 -22%
WB
422
West Bancorporation
Iowa
$105K -$3.56K -80 -3%
GAM
423
Gemmer Asset Management
California
$105K – – –
NSB
424
Norway Savings Bank
Maine
$102K +$20.7K +464 +25%
PFBT
425
Parkside Financial Bank & Trust
Missouri
$100K -$80.8K -1,804 -45%
15 16
17
18 19