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

616 hedge funds and large institutions have $4.78B invested in iShares S&P Mid-Cap 400 Growth ETF in 2019 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 155 increasing their positions, 199 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
616
Holders Change
+89
Holders Change %
+16.89%
% of All Funds
12.16%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.49%
New
123
Increased
155
Reduced
199
Closed
28
Calls
$334K
Puts
–
Net Calls
+$334K
Net Calls Change
+$339K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$40.3M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$32.4M
3
WIA
World Investment Advisors
California
+$14.9M
4
Bank of America
Bank of America
North Carolina
+$5.73M
5
Truist Financial
Truist Financial
North Carolina
+$3.41M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$58.8M
2
BFEC
Benjamin F. Edwards & Company
Missouri
-$22.9M
3
Wells Fargo
Wells Fargo
California
-$19.7M
4
LPL Financial
LPL Financial
California
-$19.5M
5
SCM
Sandler Capital Management
New York
-$18.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
526
Armor Investment Advisors
North Carolina
$52K – – –
SIS
527
Sound Income Strategies
Florida
$52K – – –
TPWA
528
TRUE Private Wealth Advisors
Oregon
$50K +$50K +840 New
MWA
529
Moser Wealth Advisors
Washington
$50K +$50K +840 New
ST
530
Smithfield Trust
Pennsylvania
$49K – – –
PO
531
Private Ocean
California
$48K – – –
FANJ
532
Financial Architects (New Jersey)
New Jersey
$48K – – –
SCA
533
Stonebridge Capital Advisors
Minnesota
$48K – – –
Kayne Anderson Rudnick Investment Management
534
Kayne Anderson Rudnick Investment Management
California
$48K – – –
LAS
535
Lloyd Advisory Services
Georgia
$47K +$47K +788 New
CFN
536
Cordasco Financial Network
Florida
$46K – – –
IA
537
Independence Advisors
Pennsylvania
$45K +$45K +756 New
MF
538
Manchester Financial
California
$44K +$44K +740 New
DAC
539
Dividend Assets Capital
South Carolina
$42K – – –
JGIA
540
Jackson Grant Investment Advisers
Connecticut
$41K – – –
TIM
541
Tortoise Investment Management
New York
$40K – – –
MIM
542
Macroview Investment Management
Maryland
$38K +$38K +636 New
MCM
543
Manchester Capital Management
Vermont
$36K – – –
ETI
544
Enterprise Trust & Investment
California
$36K – – –
BWM
545
Baystate Wealth Management
Massachusetts
$36K +$237 +4 +0.7%
WAP
546
Wealthcare Advisory Partners
Pennsylvania
$34K – – –
CCM
547
Cribstone Capital Management
Maine
$33K -$21.7K -368 -40%
WP
548
WealthShield Partners
North Carolina
$32K – – –
BFC
549
Bedel Financial Consulting
Indiana
$32K – – –
IBOK
550
Independence Bank of Kentucky
Kentucky
$31K – – –
20 21
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