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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 %
BRWA
451
B. Riley Wealth Advisors
Florida
$209K -$46K -772 -18%
BFM
452
Boston Financial Management
Massachusetts
$208K +$208K +3,488 New
LOPW
453
Live Oak Private Wealth
North Carolina
$206K +$206K +3,464 New
LB
454
Legacy Bridge
Iowa
$205K – – –
SW
455
SkyOak Wealth
Michigan
$205K +$205K +3,444 New
CCM
456
Colorado Capital Management
Colorado
$204K +$204K +3,424 New
CST
457
Charles Schwab Trust
Nevada
$204K +$204K +3,432 New
LNC
458
Lincoln National Corp
Pennsylvania
$203K +$203K +3,408 New
KOMWMG
459
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$202K +$202K +3,388 New
FWP
460
FAS Wealth Partners
Kansas
$202K +$202K +3,392 New
FWM
461
Frontier Wealth Management
Missouri
$201K +$201K +3,376 New
BWM
462
Benchmark Wealth Management
Connecticut
$201K +$201K +3,376 New
CF
463
Centaurus Financial
California
$200K +$200K +3,352 New
OEP
464
Ocean Endowment Partners
Illinois
$200K +$200K +3,360 New
AIC
465
Ameritas Investment Company
Nebraska
$194K +$20.7K +348 +12%
EI
466
Ellevest Inc
New York
$184K – – –
WT
467
Whittier Trust
California
$176K – – –
DI
468
Disciplined Investments
Oklahoma
$167K +$167K +2,812 New
DSC
469
Duncker Streett & Co
Missouri
$161K +$161K +2,700 New
EK
470
Evensky & Katz
Florida
$156K -$354K -5,968 -69%
SIS
471
SVB Investment Services
Utah
$156K +$156K +2,628 New
PB
472
Pinnacle Bancorp
Nebraska
$155K -$5.23K -88 -3%
BW
473
Bison Wealth
Georgia
$153K +$153K +2,568 New
CB
474
CNB Bank
Pennsylvania
$146K – – –
WB
475
West Bancorporation
Iowa
$145K +$145K +2,440 New
17 18
19
20 21