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

666 hedge funds and large institutions have $5B invested in iShares S&P Mid-Cap 400 Growth ETF in 2020 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 141 increasing their positions, 263 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
666
Holders Change
+83
Holders Change %
+14.24%
% of All Funds
11.82%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.53%
New
125
Increased
141
Reduced
263
Closed
33
Calls
$5.15M
Puts
–
Net Calls
+$5.15M
Net Calls Change
+$416K

Top Buyers

1
CM
Churchill Management
California
+$17.3M
2
SCM
Sandler Capital Management
New York
+$14.8M
3
FI
FormulaFolio Investments
Michigan
+$12.7M
4
LPL Financial
LPL Financial
California
+$9.56M
5
KAS
Kestra Advisory Services
Texas
+$9.34M

Top Sellers

1
CC
Courier Capital
New York
-$53.4M
2
Wells Fargo
Wells Fargo
California
-$26.6M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$26.6M
4
WIA
World Investment Advisors
California
-$23.8M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCG
501
MACRO Consulting Group
New Jersey
$216K +$216K +2,984 New
KCM
502
Kendall Capital Management
Maryland
$215K -$34.4K -475 -14%
LNC
503
Lincoln National Corp
Pennsylvania
$215K +$215K +2,984 New
HIA
504
Harbor Investment Advisory
Maryland
$214K +$6.06K +84 +3%
EA
505
Eclectic Associates
California
$214K +$214K +2,968 New
TFS
506
Thoroughbred Financial Services
Tennessee
$214K +$214K +2,975 New
PIP
507
Peachtree Investment Partners
Florida
$213K -$52.6K -728 -20%
AW
508
ACG Wealth
Georgia
$211K +$211K +2,928 New
FNBOH
509
First National Bank of Hutchinson
Kansas
$210K +$210K +2,852 New
HIMC
510
Heritage Investors Management Corp
Maryland
$209K +$209K +2,900 New
TA
511
TFG Advisers
Michigan
$209K +$209K +2,901 New
WWM
512
Western Wealth Management
Colorado
$208K +$208K +2,877 New
SMC
513
Smith, Moore & Co
Missouri
$208K +$208K +2,880 New
FNB
514
Farmers National Bank
Kentucky
$207K +$207K +2,868 New
TNBTD
515
Trustmark National Bank Trust Department
Mississippi
$207K +$207K +2,864 New
CFA
516
Cahill Financial Advisors
Minnesota
$204K +$204K +2,819 New
BJL
517
Brighton Jones LLC
Washington
$203K +$203K +2,804 New
OSAM
518
O'Shaughnessy Asset Management
Connecticut
$202K – – –
DI
519
Disciplined Investments
Oklahoma
$192K -$76.2K -1,052 -28%
NFG
520
Next Financial Group
Texas
$191K -$11.4K -158 -6%
LWM
521
Liberty Wealth Management
California
$190K +$150 +2 +0.1%
PB
522
Pinnacle Bancorp
Nebraska
$188K – – –
BFEC
523
Benjamin F. Edwards & Company
Missouri
$181K -$38.8K -537 -18%
SSC
524
Syverson Strege & Co
Iowa
$180K +$180K +2,492 New
TWA
525
TCI Wealth Advisors
Arizona
$179K +$80.5K +1,114 +82%
19 20
21
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