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iShares S&P Mid-Cap 400 Growth ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
TAIM
476
TD Ameritrade Investment Management
Nebraska
$87K -$324K -5,400 -79%
LB
477
Legacy Bridge
Iowa
$87K
PMFA
478
Plante Moran Financial Advisors
Michigan
$85K +$73.7K +1,228 +653%
TWA
479
TCI Wealth Advisors
Arizona
$82K -$22.8K -380 -22%
FHA
480
Flagship Harbor Advisors
Massachusetts
$77K
EWM
481
Endurance Wealth Management
Rhode Island
$76K
EK
482
Evensky & Katz
Florida
$75K -$82.4K -1,384 -52%
HCM
483
Horrell Capital Management
Arkansas
$73K
AF
484
Affiance Financial
Minnesota
$69K
FP
485
Financial Perspectives
Minnesota
$68.3K +$239 +4 +0.4%
BCA
486
Berman Capital Advisors
Georgia
$64K +$237 +4 +0.4%
SC
487
Steph & Co
Wisconsin
$63K
CFO
488
CVA Family Office
Colorado
$60K
AAP
489
Arax Advisory Partners
Colorado
$60K +$238 +4 +0.4%
ANBT
490
American National Bank & Trust
Texas
$58K
BA
491
Ballast Advisors
Minnesota
$58K
AA
492
Advisory Alpha
Michigan
$57K +$57K +900 New
PFS
493
Prospera Financial Services
Texas
$57K +$57K +960 New
ADL
494
Asset Dedication LLC
California
$55K +$25.1K +420 +84%
VFA
495
Valeo Financial Advisors
Indiana
$54K -$23.6K -396 -30%
HFA
496
Hoover Financial Advisors
Pennsylvania
$54K -$8.84K -148 -14%
SWM
497
Sugarloaf Wealth Management
Georgia
$53K -$1.67K -28 -3%
SFSIG
498
San Francisco Sentry Investment Group
California
$53K
FFA
499
Founders Financial Alliance
North Carolina
$51K +$51K +816 New
AIA
500
Armor Investment Advisors
North Carolina
$50K -$1.91K -32 -4%