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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 %
LWM
476
Liberty Wealth Management
California
$144K +$239 +4 +0.2%
MPWT
477
MassMutual Private Wealth & Trust
Connecticut
$143K +$20.2K +340 +16%
BB
478
Busey Bank
Illinois
$143K +$143K +2,400 New
TA
479
TFG Advisers
Michigan
$143K +$143K +2,404 New
GAM
480
Gemmer Asset Management
California
$140K – – –
TWA
481
TCI Wealth Advisors
Arizona
$129K +$26.9K +452 +26%
OPS
482
Orion Portfolio Solutions
Nebraska
$124K +$124K +2,084 New
SBSB
483
Sullivan, Bruyette, Speros & Blaney
Virginia
$121K -$66.4K -1,120 -35%
SW
484
SVB Wealth
Massachusetts
$121K +$121K +2,028 New
PCIA
485
Prime Capital Investment Advisors
Kansas
$119K – – –
CFD
486
Creative Financial Designs
Indiana
$118K +$717 +12 +0.6%
EW
487
Element Wealth
Mississippi
$115K +$115K +1,928 New
FDCDDQ
488
Federation des caisses Desjardins du Quebec
Quebec, Canada
$112K – – –
VNA
489
Valley National Advisers
Pennsylvania
$111K +$1.66K +28 +2%
EFSCE
490
Enterprise Financial Services Corp (EFSC)
Missouri
$110K -$5.49K -92 -5%
AAP
491
Arax Advisory Partners
Colorado
$109K +$712 +12 +0.7%
NSB
492
Norway Savings Bank
Maine
$109K +$41.8K +700 +62%
TF
493
Tompkins Financial
New York
$105K +$26K +436 +33%
CIAS
494
Capital Investment Advisory Services
North Carolina
$103K – – –
FWM
495
FSA Wealth Management
Massachusetts
$95K +$95K +1,600 New
CFFP
496
Center for Financial Planning
Michigan
$91K +$91K +1,532 New
SC
497
Steph & Co
Wisconsin
$85K +$85K +1,420 New
APW
498
Acima Private Wealth
Virginia
$84K – – –
MWP
499
MYCIO Wealth Partners
Pennsylvania
$84K +$473 +8 +0.6%
SFSIG
500
San Francisco Sentry Investment Group
California
$83K – – –
18 19
20
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