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

583 hedge funds and large institutions have $4.1B invested in iShares S&P Mid-Cap 400 Growth ETF in 2020 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 154 increasing their positions, 207 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
583
Holders Change
+15
Holders Change %
+2.64%
% of All Funds
11.79%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.47%
New
63
Increased
154
Reduced
207
Closed
43
Calls
$5.02M
Puts
$287K
Net Calls
+$4.74M
Net Calls Change
+$3.54M

Top Buyers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$17.8M
2
PFG
Piershale Financial Group
Illinois
+$16.2M
3
BCM
Brookstone Capital Management
Illinois
+$15.3M
4
BFG
Barber Financial Group
Kansas
+$14.5M
5
CC
Courier Capital
New York
+$11.8M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$30.4M
2
Wells Fargo
Wells Fargo
California
-$12.6M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$8.99M
4
Truist Financial
Truist Financial
North Carolina
-$7.71M
5
CA
Centerpoint Advisors
Massachusetts
-$6.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWA
501
Moser Wealth Advisors
Washington
$50K – – –
TPWA
502
TRUE Private Wealth Advisors
Oregon
$50K +$236 +4 +0.5%
CIAS
503
Capital Investment Advisory Services
North Carolina
$49K -$54.5K -912 -53%
Kayne Anderson Rudnick Investment Management
504
Kayne Anderson Rudnick Investment Management
California
$48K – – –
PO
505
Private Ocean
California
$48K – – –
CIA
506
Cascade Investment Advisors
Oregon
$47.8K – – –
SIS
507
Sound Income Strategies
Florida
$47K -$5.04K -84 -10%
CFN
508
Cordasco Financial Network
Florida
$47K – – –
DAC
509
Dividend Assets Capital
South Carolina
$46K – – –
MIM
510
Macroview Investment Management
Maryland
$44K – – –
JGIA
511
Jackson Grant Investment Advisers
Connecticut
$41K +$237 +4 +0.6%
TIM
512
Tortoise Investment Management
New York
$40K – – –
Bessemer Group
513
Bessemer Group
New Jersey
$37K – – –
HWA
514
HHM Wealth Advisors
Tennessee
$37K – – –
BWM
515
Baystate Wealth Management
Massachusetts
$37K +$242 +4 +0.7%
BFC
516
Bedel Financial Consulting
Indiana
$33K – – –
EW
517
Element Wealth
Mississippi
$33K – – –
WP
518
WealthShield Partners
North Carolina
$32K – – –
IBOK
519
Independence Bank of Kentucky
Kentucky
$31K – – –
WT
520
Washington Trust
Rhode Island
$29K – – –
FGA
521
Fortis Group Advisors
New Jersey
$29K +$29K +500 New
SWA
522
Sutton Wealth Advisors
Florida
$28.2K – – –
CMA
523
Cedar Mountain Advisors
Oregon
$27K – – –
EP
524
Eudaimonia Partners
Tennessee
$27K – – –
SIAP
525
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$26K – – –
19 20
21
22 23