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

551 hedge funds and large institutions have $3.35B invested in iShares S&P Mid-Cap 400 Growth ETF in 2020 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 141 increasing their positions, 221 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
-65
Holders Change %
-10.55%
% of All Funds
12.17%
Holding in Top 10
18
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-28%
% of All Funds
0.4%
New
43
Increased
141
Reduced
221
Closed
103
Calls
$1.2M
Puts
$2.15M
Net Calls
-$953K
Net Calls Change
-$1.29M

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$57M
2
Morgan Stanley
Morgan Stanley
New York
+$40M
3
HC
HNP Capital
New York
+$12.2M
4
SS
Sunbelt Securities
Texas
+$11.8M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$11.5M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$184M
2
Stifel Financial
Stifel Financial
Missouri
-$30.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$27.8M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$23.7M
5
Bank of America
Bank of America
North Carolina
-$21.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCM
501
Firestone Capital Management
Florida
$14K – – –
SIC
502
Salem Investment Counselors
North Carolina
$14K +$864 +20 +7%
1W
503
1776 Wealth
Georgia
$14K +$7K +144 +100%
EWM
504
Elmwood Wealth Management
California
$13.1K +$13.1K +240 New
BWM
505
BerganKDV Wealth Management
Minnesota
$12K – – –
BCM
506
Blume Capital Management
California
$12K +$12K +276 New
PA
507
Procyon Advisors
Connecticut
$11K -$532 -12 -5%
LGWM
508
Litman Gregory Wealth Management
California
$11K – – –
TFGT
509
TS Financial Group (TSFG)
Illinois
$11K – – –
SQA
510
Simon Quick Advisors
New Jersey
$10K +$10K +232 New
KPW
511
Kore Private Wealth
New York
$8K – – –
PMFA
512
Plante Moran Financial Advisors
Michigan
$8K – – –
TC
513
Trust Company
Kansas
$8K – – –
AWM
514
Atticus Wealth Management
Florida
$8K – – –
IF
515
Ironwood Financial
Arizona
$7K -$5.6K -128 -44%
TAM
516
Townsend Asset Management
North Carolina
$7K – – –
RP
517
Rice Partnership
Hawaii
$7K – – –
CAGAS
518
Capital Advisory Group Advisory Services
Minnesota
$7K – – –
GG
519
Gleason Group
Kentucky
$7K – – –
HWM
520
HighMark Wealth Management
Minnesota
$7K +$175 +4 +3%
HFA
521
HC Financial Advisors
California
$7K +$7K +160 New
KFS
522
Kelly Financial Services
Massachusetts
$6.52K +$176 +4 +3%
RFA
523
Reilly Financial Advisors
California
$6K – – –
SIM
524
Sonora Investment Management
Arizona
$6K – – –
CCA
525
Column Capital Advisors
Indiana
$6K – – –
19 20
21
22 23