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iShares S&P Mid-Cap 400 Growth ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
WQ
476
Wealth Quarterback
New Jersey
$27.7K -$19.8K -444 -42%
MCM
477
Manchester Capital Management
Vermont
$27K
BWM
478
Baystate Wealth Management
Massachusetts
$27K
HWA
479
HHM Wealth Advisors
Tennessee
$27K +$27K +616 New
WP
480
WealthShield Partners
North Carolina
$24K
BFC
481
Bedel Financial Consulting
Indiana
$24K
IBOK
482
Independence Bank of Kentucky
Kentucky
$23K
ST
483
Smithfield Trust
Pennsylvania
$22K -$14.5K -328 -40%
ADL
484
Asset Dedication LLC
California
$22K
WT
485
Washington Trust
Rhode Island
$22K +$22K +480 New
SWA
486
Sutton Wealth Advisors
Florida
$21.1K
POIA
487
Pin Oak Investment Advisors
Texas
$21K
CMA
488
Cedar Mountain Advisors
Oregon
$20K
EP
489
Eudaimonia Partners
Tennessee
$20K +$20K +452 New
AA
490
Advisory Alpha
Michigan
$19.4K -$2.67K -56 -12%
SIAP
491
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$19K
HDIM
492
Hanson & Doremus Investment Management
Vermont
$18K
MF
493
Manchester Financial
California
$17K -$16.1K -360 -49%
CTB
494
Country Trust Bank
Illinois
$17K
CICI
495
Capital Investment Counsel Inc
North Carolina
$17K
Deutsche Bank
496
Deutsche Bank
Germany
$16K
TL
497
TrueWealth LLC
Georgia
$16K
JWBC
498
John W. Brooker & Co
California
$16K
CAN
499
Claraphi Advisory Network
United States
$16K +$16K +368 New
CTC
500
Central Trust Company
Missouri
$14K