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

616 hedge funds and large institutions have $4.78B invested in iShares S&P Mid-Cap 400 Growth ETF in 2019 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 155 increasing their positions, 199 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
616
Holders Change
+89
Holders Change %
+16.89%
% of All Funds
12.16%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.49%
New
123
Increased
155
Reduced
199
Closed
28
Calls
$334K
Puts
–
Net Calls
+$334K
Net Calls Change
+$339K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$40.3M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$32.4M
3
WIA
World Investment Advisors
California
+$14.9M
4
Bank of America
Bank of America
North Carolina
+$5.73M
5
Truist Financial
Truist Financial
North Carolina
+$3.41M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$58.8M
2
BFEC
Benjamin F. Edwards & Company
Missouri
-$22.9M
3
Wells Fargo
Wells Fargo
California
-$19.7M
4
LPL Financial
LPL Financial
California
-$19.5M
5
SCM
Sandler Capital Management
New York
-$18.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
501
Valeo Financial Advisors
Indiana
$78K – – –
EWM
502
Endurance Wealth Management
Rhode Island
$75K +$1.19K +20 +2%
RIA
503
Realta Investment Advisors
Delaware
$74K -$5.64K -96 -7%
HCM
504
Horrell Capital Management
Arkansas
$73K – – –
CIA
505
Cascade Investment Advisors
Oregon
$70.2K – – –
FHA
506
Flagship Harbor Advisors
Massachusetts
$69K – – –
AF
507
Affiance Financial
Minnesota
$68K +$68K +1,148 New
FP
508
Financial Perspectives
Minnesota
$67.8K +$67.8K +1,140 New
BCI
509
Brinker Capital Investments
Pennsylvania
$65K – – –
VCP
510
Verus Capital Partners
Arizona
$65K +$65K +1,100 New
WQ
511
Wealth Quarterback
New Jersey
$63.2K +$63.2K +1,064 New
BCA
512
Berman Capital Advisors
Georgia
$63K +$468 +8 +0.7%
TT
513
TI-Trust
Illinois
$62K +$62K +1,048 New
FCFS
514
First Command Financial Services
Texas
$61K +$20.3K +340 +50%
FCB
515
First Command Bank
Texas
$61K +$20.3K +340 +50%
FCMT
516
Founders Capital Management (Texas)
Texas
$60K +$238 +4 +0.4%
Chevy Chase Trust
517
Chevy Chase Trust
Maryland
$59K +$59K +984 New
ANBT
518
American National Bank & Trust
Texas
$58K -$4.52K -76 -7%
FMTCOCP
519
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$58K – – –
BA
520
Ballast Advisors
Minnesota
$58K +$58K +976 New
CAAS
521
Capital Asset Advisory Services
Michigan
$57K +$57K +932 New
HPC
522
HM Payson & Co
Maine
$56K – – –
TCWM
523
Total Clarity Wealth Management
Illinois
$56K +$56K +940 New
BRC
524
Bell Rock Capital
Delaware
$55K – – –
SWM
525
Sugarloaf Wealth Management
Georgia
$55K +$55K +924 New
19 20
21
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