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

527 hedge funds and large institutions have $4.54B invested in iShares S&P Mid-Cap 400 Growth ETF in 2019 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 137 increasing their positions, 187 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
527
Holders Change
-10
Holders Change %
-1.86%
% of All Funds
11.57%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.48%
New
38
Increased
137
Reduced
187
Closed
42
Calls
$672K
Puts
$677K
Net Calls
-$5K
Net Calls Change
-$2.88M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$103M
2
LPL Financial
LPL Financial
California
$75.8M
3
SEI Investments
SEI Investments
Pennsylvania
$15.6M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$54.8M
5
Stifel Financial
Stifel Financial
Missouri
$106M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$1.18B
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.18M
3
WIA
World Investment Advisors
California
$367K
4
CC
Chanos & Company
New York
$0
5
LMIM
Lockheed Martin Investment Management
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
526
McMillion Capital Management
North Carolina
$2K – – –
PC
527
Permanens Capital
New York
$1K – – –
GT
528
Glenmede Trust
Pennsylvania
$762 -$404 -7,220 -35%
CC
529
Chanos & Company
New York
– -$17.4M -307,424 Closed
LMIM
530
Lockheed Martin Investment Management
Maryland
– -$7.14M -126,212 Closed
FTS
531
Fifth Third Securities
Ohio
– -$3.09M -54,600 Closed
RCAG
532
Rehmann Capital Advisory Group
Michigan
– -$2.36M -41,656 Closed
FPGK
533
Financial Partners Group (Kansas)
Kansas
– -$1.14M -20,224 Closed
VF
534
Virtu Financial
New York
– -$1.11M -19,536 Closed
FA
535
FDx Advisors
Illinois
– -$871K -15,400 Closed
F
536
F3Logic
Minnesota
– -$676K -11,968 Closed
TA
537
Townsend & Associates
Colorado
– -$646K -11,268 Closed
BUB
538
BBVA USA Bancshares
Texas
– -$495K -8,752 Closed
TSS
539
Two Sigma Securities
New York
– -$375K -6,632 Closed
BAS
540
Brown Advisory Securities
Maryland
– -$346K -6,116 Closed
PAS
541
Partnervest Advisory Services
California
– -$324K -5,720 Closed
KFA
542
Kelleher Financial Advisors
New York
– -$309K -5,480 Closed
TPA
543
Trivium Point Advisory
Connecticut
– -$276K -4,876 Closed
AWM
544
Affinity Wealth Management
Delaware
– -$249K -4,400 Closed
LNC
545
Lincoln National Corp
Pennsylvania
– -$225K -3,976 Closed
DSC
546
Duncker Streett & Co
Missouri
– -$215K -3,804 Closed
LW
547
Linscomb Wealth
Texas
– -$211K -3,732 Closed
NB
548
NBT Bank
New York
– -$210K -3,704 Closed
TF
549
Trek Financial
Arizona
– -$205K -3,632 Closed
BFA
550
Bragg Financial Advisors
North Carolina
– -$202K -3,564 Closed
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