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iShares S&P Mid-Cap 400 Growth ETF

568 hedge funds and large institutions have $3.79B invested in iShares S&P Mid-Cap 400 Growth ETF in 2020 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 114 increasing their positions, 237 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
+17
Holders Change %
+3.09%
% of All Funds
11.68%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.41%
New
63
Increased
114
Reduced
237
Closed
42
Calls
$1.64M
Puts
$442K
Net Calls
+$1.19M
Net Calls Change
+$2.15M
Name Holding Trade Value Shares
Change
Shares
Change %
IBOK
501
Independence Bank of Kentucky
Kentucky
$29K
ST
502
Smithfield Trust
Pennsylvania
$28K
ADL
503
Asset Dedication LLC
California
$28K
SWA
504
Sutton Wealth Advisors
Florida
$26.4K
WT
505
Washington Trust
Rhode Island
$26K
POIA
506
Pin Oak Investment Advisors
Texas
$26K
CMA
507
Cedar Mountain Advisors
Oregon
$25K
EP
508
Eudaimonia Partners
Tennessee
$25K
SIAP
509
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$24K
CWM
510
Campbell Wealth Management
Virginia
$24K +$24K +420 New
CICI
511
Capital Investment Counsel Inc
North Carolina
$22K
HDIM
512
Hanson & Doremus Investment Management
Vermont
$22K
CTB
513
Country Trust Bank
Illinois
$22K
MWP
514
Meridian Wealth Partners
Pennsylvania
$22K +$22K +400 New
CG
515
Cutler Group
California
$22K +$22K +400 New
MF
516
Manchester Financial
California
$21K
KPCM
517
Kings Point Capital Management
New York
$20K -$412K -7,340 -95%
TL
518
TrueWealth LLC
Georgia
$20K
Deutsche Bank
519
Deutsche Bank
Germany
$20K
FCM
520
Firestone Capital Management
Florida
$18K
SIC
521
Salem Investment Counselors
North Carolina
$18K
JWBC
522
John W. Brooker & Co
California
$16K -$3.89K -68 -20%
LGWM
523
Litman Gregory Wealth Management
California
$14K
TFGT
524
TS Financial Group (TSFG)
Illinois
$14K
PA
525
Procyon Advisors
Connecticut
$14K