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

527 hedge funds and large institutions have $4.54B invested in iShares S&P Mid-Cap 400 Growth ETF in 2019 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 137 increasing their positions, 187 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
527
Holders Change
-10
Holders Change %
-1.86%
% of All Funds
11.57%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.48%
New
38
Increased
137
Reduced
187
Closed
42
Calls
$672K
Puts
$677K
Net Calls
-$5K
Net Calls Change
-$2.88M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$27.4M
2
LPL Financial
LPL Financial
California
+$16.3M
3
SEI Investments
SEI Investments
Pennsylvania
+$15.6M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$14.8M
5
Stifel Financial
Stifel Financial
Missouri
+$9.69M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$104M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$43.7M
3
WIA
World Investment Advisors
California
-$21.1M
4
CC
Chanos & Company
New York
-$17.4M
5
LMIM
Lockheed Martin Investment Management
Maryland
-$7.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
501
BerganKDV Wealth Management
Minnesota
$15K – – –
TFGT
502
TS Financial Group (TSFG)
Illinois
$14K -$444 -8 -3%
LGWM
503
Litman Gregory Wealth Management
California
$14K – – –
SFSG
504
Stearns Financial Services Group
North Carolina
$13K – – –
EWM
505
Edge Wealth Management
New York
$12K – – –
PMFA
506
Plante Moran Financial Advisors
Michigan
$11K – – –
TC
507
Trust Company
Kansas
$10K – – –
RP
508
Rice Partnership
Hawaii
$9K – – –
CAGAS
509
Capital Advisory Group Advisory Services
Minnesota
$9K +$214 +4 +2%
KFS
510
Kelly Financial Services
Massachusetts
$8.13K – – –
VCM
511
Versant Capital Management
Arizona
$8K – – –
LDFR
512
Lehman & Derafelo Financial Resources
Pennsylvania
$8K – – –
JPLA
513
Joseph P. Lucia & Associates
New York
$8K – – –
CI
514
Conning Inc
Connecticut
$7K +$7K +120 New
KWA
515
KCS Wealth Advisory
California
$5.6K +$5.6K +100 New
GTAM
516
Global Trust Asset Management
Florida
$5K – – –
WCG
517
Weaver Consulting Group
California
$5K – – –
AIC
518
Archer Investment Corporation
Indiana
$5K – – –
RIA
519
RPG Investment Advisory
California
$4K – – –
LWA
520
Lowe Wealth Advisors
Maryland
$4K – – –
GI
521
Gradient Investments
Minnesota
$4K +$4K +68 New
HI
522
Hudock Inc
Pennsylvania
$3K – – –
PWMG
523
Prestige Wealth Management Group
New Jersey
$3K – – –
UB
524
UMB Bank
Missouri
$2.36K +$62 +1,104 +3%
CAC
525
Certified Advisory Corp
Florida
$2K -$140K -2,528 -99%
19 20
21
22 23