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iShares S&P Mid-Cap 400 Growth ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
NFSG
526
Newbridge Financial Services Group
Florida
$25K +$25K +412 New
HDIM
527
Hanson & Doremus Investment Management
Vermont
$24K
MWP
528
Meridian Wealth Partners
Pennsylvania
$24K
FCH
529
Freestone Capital Holdings
Washington
$23.4K +$23.4K +392 New
CTB
530
Country Trust Bank
Illinois
$23K
MF
531
Manchester Financial
California
$23K
CICI
532
Capital Investment Counsel Inc
North Carolina
$23K
CG
533
Cutler Group
California
$23K
WPA
534
West Paces Advisors
Georgia
$22.5K +$22.5K +376 New
HFRG
535
Houlihan Financial Resource Group
Virginia
$22K +$22K +1,344 New
KPCM
536
Kings Point Capital Management
New York
$21K
FCM
537
Firestone Capital Management
Florida
$19K
ST
538
Smithfield Trust
Pennsylvania
$18K -$11.8K -196 -40%
QCG
539
Quadrant Capital Group
Ohio
$17K -$214K -3,528 -93%
AssetMark Inc
540
AssetMark Inc
California
$16K +$16K +1,088 New
LGWM
541
Litman Gregory Wealth Management
California
$15K
TFGT
542
TS Financial Group (TSFG)
Illinois
$15K
MHR
543
Matthew Hamilton Rosenberg
$15K
CIA
544
Choate Investment Advisors
Massachusetts
$15K +$15K +244 New
POIA
545
Pin Oak Investment Advisors
Texas
$14K -$14K -232 -50%
JWBC
546
John W. Brooker & Co
California
$14K -$2.61K -44 -16%
SIC
547
Salem Investment Counselors
North Carolina
$13K -$6.15K -104 -32%
IF
548
Ironwood Financial
Arizona
$13K +$3.37K +56 +35%
CAGAS
549
Capital Advisory Group Advisory Services
Minnesota
$13K +$13K +212 New
SSW
550
Smith Shellnut Wilson
Mississippi
$12.4K -$40K -38,268 -76%