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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 %
DI
426
Disciplined Investments
Oklahoma
$203K -$5.59K -100 -3%
IIC
427
Integrated Investment Consultants
Michigan
$203K +$203K +3,632 New
BCA
428
Bay Colony Advisors
Massachusetts
$203K +$203K +3,632 New
TNB
429
Thomasville National Bank
Georgia
$202K -$672 -12 -0.3%
NP
430
NorthRock Partners
Minnesota
$200K +$200K +3,572 New
CCM
431
Colorado Capital Management
Colorado
$191K – – –
WT
432
Whittier Trust
California
$166K – – –
EK
433
Evensky & Katz
Florida
$148K +$448 +8 +0.3%
SIS
434
SVB Investment Services
Utah
$147K – – –
PB
435
Pinnacle Bancorp
Nebraska
$146K – – –
PIMG
436
Patriot Investment Management Group
Tennessee
$144K +$144K +2,576 New
LWM
437
Liberty Wealth Management
California
$142K +$6.52K +116 +5%
CB
438
CNB Bank
Pennsylvania
$138K – – –
EI
439
Ellevest Inc
New York
$135K +$671 +12 +0.5%
NSB
440
Norway Savings Bank
Maine
$134K +$5.61K +100 +4%
GAM
441
Gemmer Asset Management
California
$132K – – –
MCM
442
MV Capital Management
Maryland
$128K -$3.44M -61,572 -96%
BWM
443
BerganKDV Wealth Management
Minnesota
$120K +$105K +1,880 +701%
MPWT
444
MassMutual Private Wealth & Trust
Connecticut
$118K -$8.32K -148 -7%
PFBT
445
Parkside Financial Bank & Trust
Missouri
$115K -$9.36K -168 -8%
PCIA
446
Prime Capital Investment Advisors
Kansas
$112K – – –
CFD
447
Creative Financial Designs
Indiana
$107K -$4.04K -72 -4%
DSC
448
Duncker Streett & Co
Missouri
$106K – – –
FDCDDQ
449
Federation des caisses Desjardins du Quebec
Quebec, Canada
$106K – – –
S
450
SignatureFD
Georgia
$105K -$33.7K -600 -24%
16 17
18
19 20