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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 %
PAM
401
Premier Asset Management
Illinois
$229K +$229K +4,088 New
NFC
402
Northeast Financial Consultants
Connecticut
$228K +$228K +4,064 New
IFWM
403
Institute for Wealth Management
Colorado
$228K +$228K +4,072 New
DP
404
Denver PWM
Colorado
$223K +$223K +3,988 New
BA
405
Ballew Advisors
Mississippi
$221K -$72.4K -1,300 -25%
MG
406
Mather Group
Illinois
$220K -$46.3K -828 -17%
GWS
407
Glassman Wealth Services
Virginia
$220K – – –
WB
408
West Bancorporation
Iowa
$220K +$88.1K +1,576 +67%
FWP
409
FAS Wealth Partners
Kansas
$218K +$9.21K +164 +4%
AMG
410
Advisors Management Group
Wisconsin
$218K +$218K +3,900 New
MMHP
411
Murphy Middleton Hinkle & Parker
Georgia
$217K +$217K +3,872 New
WSTAM
412
Wilbanks Smith & Thomas Asset Management
Virginia
$217K +$217K +3,880 New
HCMT
413
Highland Capital Management (Tennessee)
Tennessee
$216K +$216K +3,852 New
KWMG
414
King Wealth Management Group
Florida
$213K +$213K +3,796 New
QCG
415
Quadrant Capital Group
Ohio
$213K +$213K +3,808 New
MWM
416
Modera Wealth Management
New Jersey
$213K +$213K +3,812 New
HIA
417
Harbor Investment Advisory
Maryland
$211K +$14.6K +260 +7%
IC
418
IEQ Capital
California
$210K -$43.4K -776 -17%
BFM
419
Boston Financial Management
Massachusetts
$209K – – –
AWM
420
Altus Wealth Management
Kentucky
$209K +$209K +3,724 New
HTC
421
Haverford Trust Company
Pennsylvania
$208K +$208K +3,712 New
AUB
422
Atlantic Union Bankshares
Virginia
$208K +$208K +3,720 New
GPA
423
Garrison Point Advisors
California
$207K +$207K +3,700 New
KIA
424
KCM Investment Advisors
California
$205K +$205K +3,656 New
RMDI
425
R.M. Davis Inc
Maine
$205K +$205K +3,664 New
15 16
17
18 19