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

551 hedge funds and large institutions have $3.35B invested in iShares S&P Mid-Cap 400 Growth ETF in 2020 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 141 increasing their positions, 221 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
-65
Holders Change %
-10.55%
% of All Funds
12.17%
Holding in Top 10
18
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-28%
% of All Funds
0.4%
New
43
Increased
141
Reduced
221
Closed
103
Calls
$1.2M
Puts
$2.15M
Net Calls
-$953K
Net Calls Change
-$1.29M

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$57M
2
Morgan Stanley
Morgan Stanley
New York
+$40M
3
HC
HNP Capital
New York
+$12.2M
4
SS
Sunbelt Securities
Texas
+$11.8M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$11.5M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$184M
2
Stifel Financial
Stifel Financial
Missouri
-$30.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$27.8M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$23.7M
5
Bank of America
Bank of America
North Carolina
-$21.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFA
526
Reilly Financial Advisors
California
$6K – – –
JPLA
527
Joseph P. Lucia & Associates
New York
$6K – – –
LDFR
528
Lehman & Derafelo Financial Resources
Pennsylvania
$6K – – –
MPCG
529
Matrix Private Capital Group
New York
$5K – – –
RDWM
530
Red Door Wealth Management
Tennessee
$5K +$5K +124 New
FA
531
Forefront Analytics
Pennsylvania
$4.82K +$4.82K +108 New
CI
532
CX Institutional
Indiana
$4K -$2.09K -48 -34%
WCG
533
Weaver Consulting Group
California
$4K – – –
RIA
534
RPG Investment Advisory
California
$4K – – –
GTAM
535
Global Trust Asset Management
Florida
$4K – – –
AIC
536
Archer Investment Corporation
Indiana
$4K – – –
AW
537
Avion Wealth
Texas
$4K +$4K +80 New
RCA
538
Rowland Carmichael Advisors
Arizona
$4K +$4K +92 New
LWA
539
Lowe Wealth Advisors
Maryland
$3K – – –
GI
540
Gradient Investments
Minnesota
$3K – – –
EWP
541
Engrave Wealth Partners
Texas
$3K – – –
FPB
542
First PREMIER Bank
South Dakota
$3K +$3K +60 New
BAMG
543
Brand Asset Management Group
Missouri
$3K +$3K +68 New
IA
544
Independence Advisors
Pennsylvania
$2K -$40K -720 -95%
PWMG
545
Prestige Wealth Management Group
New Jersey
$2K -$364 -8 -15%
CAC
546
Certified Advisory Corp
Florida
$2K – – –
HI
547
Hudock Inc
Pennsylvania
$2K – – –
TCM
548
Tradewinds Capital Management
Washington
$2K – – –
ACA
549
Aptus Capital Advisors
Alabama
$2K – – –
AF
550
Allworth Financial
California
$2K +$2K +40 New
20 21
22
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