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

583 hedge funds and large institutions have $4.1B invested in iShares S&P Mid-Cap 400 Growth ETF in 2020 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 154 increasing their positions, 207 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
583
Holders Change
+15
Holders Change %
+2.64%
% of All Funds
11.79%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.47%
New
63
Increased
154
Reduced
207
Closed
43
Calls
$5.02M
Puts
$287K
Net Calls
+$4.74M
Net Calls Change
+$3.54M

Top Buyers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$17.8M
2
PFG
Piershale Financial Group
Illinois
+$16.2M
3
BCM
Brookstone Capital Management
Illinois
+$15.3M
4
BFG
Barber Financial Group
Kansas
+$14.5M
5
CC
Courier Capital
New York
+$11.8M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$30.4M
2
Wells Fargo
Wells Fargo
California
-$12.6M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$8.99M
4
Truist Financial
Truist Financial
North Carolina
-$7.71M
5
CA
Centerpoint Advisors
Massachusetts
-$6.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
401
First Horizon Advisors
Tennessee
$269K -$12.9K -216 -5%
FNBTCON
402
First National Bank & Trust Co of Newtown
Pennsylvania
$267K – – –
SKK
403
Shepherd Kaplan Krochuk
Massachusetts
$266K +$239 +4 +0.1%
A
404
AdvicePeriod
California
$264K – – –
PAS
405
Partnervest Advisory Services
California
$263K +$263K +4,396 New
AWA
406
ARQ Wealth Advisors
Arizona
$257K – – –
HCP
407
Holt Capital Partners
Texas
$255K -$5.99K -100 -2%
WCM
408
Wealthcare Capital Management
Virginia
$254K – – –
GVAG
409
Great Valley Advisor Group
Delaware
$253K -$18.7K -312 -7%
HW
410
Hedeker Wealth
Illinois
$247K +$247K +4,136 New
FT
411
Fiduciary Trust
Massachusetts
$246K +$246K +4,120 New
NFC
412
Northeast Financial Consultants
Connecticut
$243K – – –
TWP
413
Total Wealth Planning
Ohio
$239K -$11.3K -188 -4%
DP
414
Denver PWM
Colorado
$239K +$478 +8 +0.2%
RMDI
415
R.M. Davis Inc
Maine
$239K +$20.1K +336 +9%
MWM
416
Mission Wealth Management
California
$238K +$238K +3,980 New
GWS
417
Glassman Wealth Services
Virginia
$235K – – –
AUB
418
Atlantic Union Bankshares
Virginia
$234K +$11.3K +188 +5%
NSB
419
Norway Savings Bank
Maine
$234K +$91K +1,520 +64%
AMG
420
Advisors Management Group
Wisconsin
$233K – – –
MMHP
421
Murphy Middleton Hinkle & Parker
Georgia
$232K +$239 +4 +0.1%
WT
422
Whittier Trust
California
$232K +$55.4K +928 +31%
MG
423
Mather Group
Illinois
$231K -$4.55K -76 -2%
RIM
424
Rockbridge Investment Management
New York
$230K -$30.8K -516 -12%
HCMT
425
Highland Capital Management (Tennessee)
Tennessee
$230K – – –
15 16
17
18 19