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iShares S&P Mid-Cap 400 Growth ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
ANBT
476
American National Bank & Trust
Texas
$55K
BA
477
Ballast Advisors
Minnesota
$55K
SWM
478
Sugarloaf Wealth Management
Georgia
$51K -$445 -8 -0.9%
PWP
479
Principle Wealth Partners
Connecticut
$50K +$50K +900 New
SFSIG
480
San Francisco Sentry Investment Group
California
$49K
AIA
481
Armor Investment Advisors
North Carolina
$49K
SIS
482
Sound Income Strategies
Florida
$49K
MWA
483
Moser Wealth Advisors
Washington
$47K
TPWA
484
TRUE Private Wealth Advisors
Oregon
$47K
FANJ
485
Financial Architects (New Jersey)
New Jersey
$45K
Kayne Anderson Rudnick Investment Management
486
Kayne Anderson Rudnick Investment Management
California
$45K
CIA
487
Cascade Investment Advisors
Oregon
$44.8K -$21.3K -380 -32%
CFN
488
Cordasco Financial Network
Florida
$44K
PO
489
Private Ocean
California
$44K
OPS
490
Orion Portfolio Solutions
Nebraska
$43K -$72.9K -1,308 -63%
DAC
491
Dividend Assets Capital
South Carolina
$43K -$16.3K -292 -28%
MIM
492
Macroview Investment Management
Maryland
$41K -$2.01K -36 -5%
JGIA
493
Jackson Grant Investment Advisers
Connecticut
$39K
TIM
494
Tortoise Investment Management
New York
$38K
Bessemer Group
495
Bessemer Group
New Jersey
$35K -$429K -7,596 -92%
BWM
496
Baystate Wealth Management
Massachusetts
$34K
HWA
497
HHM Wealth Advisors
Tennessee
$34K
EW
498
Element Wealth
Mississippi
$31K -$73.3K -1,296 -70%
WP
499
WealthShield Partners
North Carolina
$30K
BFC
500
Bedel Financial Consulting
Indiana
$30K