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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 %
PFBT
426
Parkside Financial Bank & Trust
Missouri
$241K – – –
AMG
427
Advisors Management Group
Wisconsin
$239K -$22.1K -372 -8%
KCM
428
Kendall Capital Management
Maryland
$239K +$239 +4 +0.1%
BRWM
429
B. Riley Wealth Management
Tennessee
$238K -$22.6K -380 -9%
DP
430
Denver PWM
Colorado
$237K +$1.43K +24 +0.6%
MWM
431
Mission Wealth Management
California
$237K +$237K +3,980 New
BL
432
BFSG LLC
California
$236K – – –
GWS
433
Glassman Wealth Services
Virginia
$234K -$11.9K -200 -5%
HIA
434
Harbor Investment Advisory
Maryland
$232K +$232K +3,896 New
GPA
435
Garrison Point Advisors
California
$230K – – –
HCMT
436
Highland Capital Management (Tennessee)
Tennessee
$229K -$45.9K -772 -17%
FWCM
437
Ferguson Wellman Capital Management
Oregon
$228K -$21K -352 -8%
LWANC
438
Laurel Wealth Advisors (North Carolina)
North Carolina
$228K +$477 +8 +0.2%
SHWM
439
Smith & Howard Wealth Management
Georgia
$227K +$227K +3,820 New
WSFS
440
Wilmington Savings Fund Society
Delaware
$226K +$226K +3,800 New
BS
441
Boenning & Scattergood
Pennsylvania
$223K – – –
AWM
442
Altus Wealth Management
Kentucky
$222K +$222K +3,724 New
HTC
443
Haverford Trust Company
Pennsylvania
$221K – – –
RMDI
444
R.M. Davis Inc
Maine
$218K -$357K -6,000 -62%
KIA
445
KCM Investment Advisors
California
$218K – – –
IIC
446
Integrated Investment Consultants
Michigan
$216K +$715 +12 +0.3%
TNB
447
Thomasville National Bank
Georgia
$215K – – –
BCA
448
Bay Colony Advisors
Massachusetts
$213K +$213K +3,516 New
DC
449
Davenport & Co
Virginia
$211K +$211K +3,540 New
WAM
450
Wallington Asset Management
Indiana
$210K -$14.3K -240 -6%
16 17
18
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