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

666 hedge funds and large institutions have $5B invested in iShares S&P Mid-Cap 400 Growth ETF in 2020 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 141 increasing their positions, 263 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
666
Holders Change
+83
Holders Change %
+14.24%
% of All Funds
11.82%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.53%
New
125
Increased
141
Reduced
263
Closed
33
Calls
$5.15M
Puts
–
Net Calls
+$5.15M
Net Calls Change
+$416K

Top Buyers

1
CM
Churchill Management
California
+$17.3M
2
SCM
Sandler Capital Management
New York
+$14.8M
3
FI
FormulaFolio Investments
Michigan
+$12.7M
4
LPL Financial
LPL Financial
California
+$9.56M
5
KAS
Kestra Advisory Services
Texas
+$9.34M

Top Sellers

1
CC
Courier Capital
New York
-$53.4M
2
Wells Fargo
Wells Fargo
California
-$26.6M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$26.6M
4
WIA
World Investment Advisors
California
-$23.8M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HR
401
Hardy Reed
Mississippi
$373K +$15K +208 +4%
BFM
402
Boston Financial Management
Massachusetts
$371K -$3.76K -52 -1%
CIC
403
Carnegie Investment Counsel
Ohio
$367K – – –
ATFA
404
All Terrain Financial Advisors
Minnesota
$366K – – –
AIC
405
Ameritas Investment Company
Nebraska
$365K -$2.31K -32 -0.6%
GRP
406
Global Retirement Partners
California
$364K -$95.7K -1,326 -21%
FWM
407
Filbrandt Wealth Management
Wisconsin
$363K – – –
RG
408
Rikoon Group
New Mexico
$363K +$794 +11 +0.2%
BB
409
Busey Bank
Illinois
$359K -$13.8K -191 -4%
BW
410
Bison Wealth
Georgia
$358K -$53.4K -740 -13%
WDG
411
Wealth Dimensions Group
Ohio
$357K +$357K +4,940 New
HSA
412
HBK Sorce Advisory
Pennsylvania
$355K -$139K -1,928 -28%
BBHC
413
Brown Brothers Harriman & Co
New York
$352K +$352K +4,876 New
CPSC
414
Carl P. Sherr & Co
Massachusetts
$346K – – –
WT
415
Whittier Trust
California
$346K +$65K +900 +23%
SW
416
SVB Wealth
Massachusetts
$345K -$23.4K -324 -6%
VAM
417
Verity Asset Management
North Carolina
$345K +$345K +4,780 New
MFG
418
Merit Financial Group
Georgia
$343K -$22.3K -309 -6%
BPA
419
Beacon Pointe Advisors
California
$341K -$38.5K -534 -10%
DTC
420
Davidson Trust Company
Washington
$339K -$14.6K -203 -4%
NPF
421
Norris Perne & French
Michigan
$339K -$6.06K -84 -2%
Fayez Sarofim & Co
422
Fayez Sarofim & Co
Texas
$338K – – –
FDS
423
Freedom Day Solutions
Texas
$334K -$577 -8 -0.2%
PA
424
PSI Advisors
Florida
$326K -$40.2K -558 -11%
KWMG
425
King Wealth Management Group
Florida
$325K +$50.6K +700 +18%
15 16
17
18 19