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iShares S&P Mid-Cap 400 Growth ETF

537 hedge funds and large institutions have $4.7B invested in iShares S&P Mid-Cap 400 Growth ETF in 2019 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 164 increasing their positions, 172 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
537
Holders Change
+2
Holders Change %
+0.37%
% of All Funds
11.68%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.5%
New
50
Increased
164
Reduced
172
Closed
39
Calls
$3.83M
Puts
$950K
Net Calls
+$2.88M
Net Calls Change
+$1.55M
Name Holding Trade Value Shares
Change
Shares
Change %
SFG
501
SevenBridge Financial Group
Pennsylvania
$19K
CTC
502
Central Trust Company
Missouri
$17K -$2.87K -52 -14%
SIC
503
Salem Investment Counselors
North Carolina
$17K +$17K +304 New
HIM
504
Hanlon Investment Management
New Jersey
$17K +$17K +67,968 New
IF
505
Ironwood Financial
Arizona
$16K
LPWM
506
Lake Point Wealth Management
Texas
$16K
TFGT
507
TS Financial Group (TSFG)
Illinois
$15K
BWM
508
BerganKDV Wealth Management
Minnesota
$15K
LGWM
509
Litman Gregory Wealth Management
California
$14K
SFSG
510
Stearns Financial Services Group
North Carolina
$13K
EWM
511
Edge Wealth Management
New York
$12K
ESB
512
Essex Savings Bank
Connecticut
$12K
PFGIA
513
Patriot Financial Group Insurance Agency
Massachusetts
$12K +$12K +220 New
PMFA
514
Plante Moran Financial Advisors
Michigan
$11K
TC
515
Trust Company
Kansas
$10K
RP
516
Rice Partnership
Hawaii
$10K +$10K +168 New
CAGAS
517
Capital Advisory Group Advisory Services
Minnesota
$9K
KFS
518
Kelly Financial Services
Massachusetts
$8.19K
JPLA
519
Joseph P. Lucia & Associates
New York
$8K -$1.78M -30,276 -100%
LDFR
520
Lehman & Derafelo Financial Resources
Pennsylvania
$8K +$6.59K +112 +467%
VCM
521
Versant Capital Management
Arizona
$8K +$8K +152 New
AssetMark Inc
522
AssetMark Inc
California
$6K -$7.29K -136 -55%
AIC
523
Archer Investment Corporation
Indiana
$5K
RIA
524
RPG Investment Advisory
California
$5K
FCA
525
FinTrust Capital Advisors
South Carolina
$5K