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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 %
IFWM
426
Institute for Wealth Management
Colorado
$227K -$16K -268 -7%
KWMG
427
King Wealth Management Group
Florida
$227K – – –
DI
428
Disciplined Investments
Oklahoma
$222K +$4.32K +72 +2%
CWM
429
Connecticut Wealth Management
Connecticut
$220K -$897K -15,012 -80%
PIP
430
Peachtree Investment Partners
Florida
$220K -$56.5K -944 -20%
MCM
431
Monument Capital Management
Virginia
$220K -$30.8K -516 -12%
WB
432
West Bancorporation
Iowa
$220K -$15.3K -256 -7%
KIA
433
KCM Investment Advisors
California
$219K – – –
IAA
434
Independent Advisor Alliance
North Carolina
$219K +$219K +14,208 New
BCA
435
Bay Colony Advisors
Massachusetts
$217K – – –
IIC
436
Integrated Investment Consultants
Michigan
$217K +$239 +4 +0.1%
MWM
437
Modera Wealth Management
New Jersey
$216K -$12K -200 -5%
GPA
438
Garrison Point Advisors
California
$216K -$4.77K -80 -2%
TNB
439
Thomasville National Bank
Georgia
$216K – – –
PWP
440
Personal Wealth Partners
Minnesota
$212K +$212K +3,540 New
DAS
441
Dynamic Advisor Solutions
Arizona
$211K +$211K +3,536 New
CA
442
Calton & Associates
Florida
$207K +$207K +3,464 New
KCM
443
Kendall Capital Management
Maryland
$206K +$206K +3,448 New
BWM
444
Benchmark Wealth Management
Connecticut
$202K +$202K +3,376 New
FWCM
445
Ferguson Wellman Capital Management
Oregon
$202K +$202K +3,380 New
BRWA
446
B. Riley Wealth Advisors
Florida
$201K -$50.9K -852 -20%
CSIC
447
Clifford Swan Investment Counsel
California
$201K +$201K +3,364 New
CTC
448
Central Trust Company
Missouri
$200K +$191K +3,200 +2,162%
PCIA
449
Prime Capital Investment Advisors
Kansas
$191K +$71.6K +1,200 +60%
SIS
450
SVB Investment Services
Utah
$185K +$28.2K +472 +18%
16 17
18
19 20