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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 %
MPWT
426
MassMutual Private Wealth & Trust
Connecticut
$100K -$7.12K -160 -7%
OPS
427
Orion Portfolio Solutions
Nebraska
$93K -$179 -4 -0.2%
PCIA
428
Prime Capital Investment Advisors
Kansas
$89K – – –
CFD
429
Creative Financial Designs
Indiana
$88K +$178 +4 +0.2%
DSC
430
Duncker Streett & Co
Missouri
$85K -$35.8K -800 -30%
FDCDDQ
431
Federation des caisses Desjardins du Quebec
Quebec, Canada
$84.1K – – –
VNA
432
Valley National Advisers
Pennsylvania
$83K – – –
EW
433
Element Wealth
Mississippi
$82K -$3.74K -84 -4%
EFSCE
434
Enterprise Financial Services Corp (EFSC)
Missouri
$82K -$718 -16 -0.9%
TF
435
Tompkins Financial
New York
$79K – – –
TWA
436
TCI Wealth Advisors
Arizona
$77K -$19.4K -436 -20%
CIAS
437
Capital Investment Advisory Services
North Carolina
$77K – – –
FCB
438
First Command Bank
Texas
$75K +$29.1K +648 +63%
FCFS
439
First Command Financial Services
Texas
$75K +$29.1K +648 +63%
FWM
440
FSA Wealth Management
Massachusetts
$71K – – –
OSAM
441
O'Shaughnessy Asset Management
Connecticut
$71K +$71K +1,600 New
VFA
442
Valeo Financial Advisors
Indiana
$63K – – –
SC
443
Steph & Co
Wisconsin
$63K – – –
AT
444
Arden Trust
Delaware
$59K +$59K +1,332 New
TFO
445
Tarbox Family Office
California
$57K +$57K +1,288 New
EWM
446
Endurance Wealth Management
Rhode Island
$56K – – –
HCM
447
Horrell Capital Management
Arkansas
$54K – – –
CIA
448
Cascade Investment Advisors
Oregon
$52.6K – – –
AF
449
Affiance Financial
Minnesota
$51K – – –
VCP
450
Verus Capital Partners
Arizona
$51K +$1.79K +40 +4%
16 17
18
19 20