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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 %
FP
451
Financial Perspectives
Minnesota
$50.9K – – –
LS
452
Leelyn Smith
Illinois
$50K – – –
FHA
453
Flagship Harbor Advisors
Massachusetts
$49K -$2.67K -60 -5%
BCA
454
Berman Capital Advisors
Georgia
$48K – – –
DAC
455
Dividend Assets Capital
South Carolina
$47K +$16K +360 +51%
AAP
456
Arax Advisory Partners
Colorado
$45K -$37.6K -836 -46%
FCMT
457
Founders Capital Management (Texas)
Texas
$45K – – –
CFO
458
CVA Family Office
Colorado
$45K +$45K +1,004 New
ANBT
459
American National Bank & Trust
Texas
$44K – – –
BA
460
Ballast Advisors
Minnesota
$44K – – –
SWM
461
Sugarloaf Wealth Management
Georgia
$41K – – –
SFSIG
462
San Francisco Sentry Investment Group
California
$39K -$22.7K -512 -37%
SIS
463
Sound Income Strategies
Florida
$39K – – –
AIA
464
Armor Investment Advisors
North Carolina
$39K – – –
MWA
465
Moser Wealth Advisors
Washington
$37K – – –
TPWA
466
TRUE Private Wealth Advisors
Oregon
$37K +$175 +4 +0.5%
Kayne Anderson Rudnick Investment Management
467
Kayne Anderson Rudnick Investment Management
California
$36K – – –
FANJ
468
Financial Architects (New Jersey)
New Jersey
$36K – – –
SCA
469
Stonebridge Capital Advisors
Minnesota
$36K – – –
CFN
470
Cordasco Financial Network
Florida
$35K – – –
PO
471
Private Ocean
California
$35K – – –
MIM
472
Macroview Investment Management
Maryland
$34K +$5.99K +136 +21%
WAP
473
Wealthcare Advisory Partners
Pennsylvania
$34K +$8.5K +188 +33%
JGIA
474
Jackson Grant Investment Advisers
Connecticut
$31K +$180 +4 +0.6%
TIM
475
Tortoise Investment Management
New York
$30K – – –
17 18
19
20 21