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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 %
BFEC
451
Benjamin F. Edwards & Company
Missouri
$182K -$63.7K -1,064 -26%
GCM
452
Gables Capital Management
Florida
$175K – – –
HIA
453
Harbor Investment Advisory
Maryland
$172K -$52.2K -876 -23%
NFG
454
Next Financial Group
Texas
$168K +$168K +2,804 New
OSAM
455
O'Shaughnessy Asset Management
Connecticut
$167K +$71.6K +1,200 +75%
PB
456
Pinnacle Bancorp
Nebraska
$156K – – –
LWM
457
Liberty Wealth Management
California
$151K – – –
CB
458
CNB Bank
Pennsylvania
$149K – – –
EI
459
Ellevest Inc
New York
$144K – – –
GAM
460
Gemmer Asset Management
California
$141K – – –
BWM
461
BerganKDV Wealth Management
Minnesota
$128K – – –
PFBT
462
Parkside Financial Bank & Trust
Missouri
$123K – – –
DSC
463
Duncker Streett & Co
Missouri
$114K – – –
FDCDDQ
464
Federation des caisses Desjardins du Quebec
Quebec, Canada
$113K – – –
VNA
465
Valley National Advisers
Pennsylvania
$112K – – –
CFD
466
Creative Financial Designs
Indiana
$108K -$5.97K -100 -5%
FCFS
467
First Command Financial Services
Texas
$108K – – –
FCB
468
First Command Bank
Texas
$108K – – –
TF
469
Tompkins Financial
New York
$105K – – –
EFSCE
470
Enterprise Financial Services Corp (EFSC)
Missouri
$104K -$4.77K -80 -4%
MPWT
471
MassMutual Private Wealth & Trust
Connecticut
$103K -$22.8K -380 -18%
TFO
472
Tarbox Family Office
California
$93K – – –
FPB
473
First PREMIER Bank
South Dakota
$90K +$90K +1,500 New
S
474
SignatureFD
Georgia
$89K -$23.3K -388 -21%
LS
475
Leelyn Smith
Illinois
$89K +$10.3K +172 +13%
17 18
19
20 21