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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 %
VNA
451
Valley National Advisers
Pennsylvania
$105K – – –
EFSCE
452
Enterprise Financial Services Corp (EFSC)
Missouri
$102K -$224 -4 -0.2%
FCB
453
First Command Bank
Texas
$101K +$7.18K +128 +8%
FCFS
454
First Command Financial Services
Texas
$101K +$7.18K +128 +8%
TF
455
Tompkins Financial
New York
$99K – – –
TWA
456
TCI Wealth Advisors
Arizona
$98K +$674 +12 +0.7%
CIAS
457
Capital Investment Advisory Services
North Carolina
$97K – – –
OSAM
458
O'Shaughnessy Asset Management
Connecticut
$90K – – –
FWM
459
FSA Wealth Management
Massachusetts
$90K – – –
TFO
460
Tarbox Family Office
California
$87K +$15.2K +272 +21%
LB
461
Legacy Bridge
Iowa
$82K -$111K -1,980 -58%
LS
462
Leelyn Smith
Illinois
$74K +$11.2K +200 +18%
BFIM
463
Beese Fulmer Investment Management
Ohio
$74K +$74K +1,320 New
VFA
464
Valeo Financial Advisors
Indiana
$73K – – –
FHA
465
Flagship Harbor Advisors
Massachusetts
$72K +$10.5K +188 +17%
EWM
466
Endurance Wealth Management
Rhode Island
$71K – – –
HCM
467
Horrell Capital Management
Arkansas
$68K – – –
AWM
468
Apollon Wealth Management
South Carolina
$65K +$65K +1,152 New
AF
469
Affiance Financial
Minnesota
$64K – – –
FP
470
Financial Perspectives
Minnesota
$63.9K – – –
BCA
471
Berman Capital Advisors
Georgia
$60K – – –
SC
472
Steph & Co
Wisconsin
$59K -$20K -360 -25%
HFA
473
Hoover Financial Advisors
Pennsylvania
$59K +$59K +1,052 New
CFO
474
CVA Family Office
Colorado
$56K – – –
AAP
475
Arax Advisory Partners
Colorado
$56K +$223 +4 +0.4%
17 18
19
20 21