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iShares S&P Mid-Cap 400 Growth ETF
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Overview Fund Activity

666 hedge funds and large institutions have $5B invested in iShares S&P Mid-Cap 400 Growth ETF in 2020 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 141 increasing their positions, 263 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
666
Holders Change
+83
Holders Change %
+14.24%
% of All Funds
11.82%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.53%
New
125
Increased
141
Reduced
263
Closed
33
Calls
$5.15M
Puts
–
Net Calls
+$5.15M
Net Calls Change
+$416K

Top Buyers

1
CM
Churchill Management
California
+$17.3M
2
SCM
Sandler Capital Management
New York
+$14.8M
3
FI
FormulaFolio Investments
Michigan
+$12.7M
4
LPL Financial
LPL Financial
California
+$9.56M
5
KAS
Kestra Advisory Services
Texas
+$9.34M

Top Sellers

1
CC
Courier Capital
New York
-$53.4M
2
Wells Fargo
Wells Fargo
California
-$26.6M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$26.6M
4
WIA
World Investment Advisors
California
-$23.8M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMHP
476
Murphy Middleton Hinkle & Parker
Georgia
$251K -$29.1K -403 -10%
PCA
477
Personal Capital Advisors
California
$251K +$251K +3,476 New
BWM
478
Benchmark Wealth Management
Connecticut
$246K +$2.17K +30 +0.9%
MOS
479
MGO One Seven
Ohio
$244K -$135K -1,865 -36%
CTC
480
Central Trust Company
Missouri
$242K – – –
BA
481
Ballew Advisors
Mississippi
$238K +$238K +3,109 New
FWCM
482
Ferguson Wellman Capital Management
Oregon
$237K -$7.3K -101 -3%
BRWA
483
B. Riley Wealth Advisors
Florida
$237K -$6.66K -92 -3%
SHWM
484
Smith & Howard Wealth Management
Georgia
$237K +$237K +3,276 New
FWM
485
Frontier Wealth Management
Missouri
$236K +$236K +3,270 New
CSIC
486
Clifford Swan Investment Counsel
California
$235K -$8.39K -116 -3%
BFA
487
Bragg Financial Advisors
North Carolina
$233K +$233K +3,224 New
MP
488
McDonald Partners
Ohio
$233K +$233K +3,233 New
PCIA
489
Prime Capital Investment Advisors
Kansas
$231K – – –
PBO
490
Peoples Bank (Ohio)
Ohio
$231K +$231K +3,200 New
KIG
491
Kowal Investment Group
Wisconsin
$227K +$227K +2,951 New
WDC
492
Woodward Diversified Capital
California
$227K +$227K +3,140 New
HW
493
Hedeker Wealth
Illinois
$225K -$72.5K -1,008 -24%
SIS
494
SVB Investment Services
Utah
$224K – – –
HR
495
Hayden Royal
North Carolina
$223K +$223K +3,084 New
TCM
496
Traynor Capital Management
Pennsylvania
$221K +$221K +3,061 New
FWP
497
FAS Wealth Partners
Kansas
$220K -$135K -1,870 -38%
HTC
498
Haverford Trust Company
Pennsylvania
$220K +$220K +3,052 New
FCCM
499
First City Capital Management
Georgia
$218K -$218K -2,732 -50%
AOWM
500
Alpha Omega Wealth Management
Virginia
$218K +$218K +3,020 New
18 19
20
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