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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 %
CB
526
CNB Bank
Pennsylvania
$178K – – –
EI
527
Ellevest Inc
New York
$174K -$72 -1 -0%
Simplex Trading
528
Simplex Trading
Illinois
$174K +$174K +2,416 New
GAM
529
Gemmer Asset Management
California
$170K – – –
COCM
530
Charter Oak Capital Management
New Hampshire
$163K +$163K +2,260 New
FCB
531
First Command Bank
Texas
$159K +$28.9K +399 +22%
FCFS
532
First Command Financial Services
Texas
$159K +$28.9K +399 +22%
BWM
533
BerganKDV Wealth Management
Minnesota
$155K -$72 -1 -0%
MA
534
Montag & Associates
Georgia
$152K +$152K +2,100 New
DSC
535
Duncker Streett & Co
Missouri
$137K – – –
FDCDDQ
536
Federation des caisses Desjardins du Quebec
Quebec, Canada
$136K – – –
VNA
537
Valley National Advisers
Pennsylvania
$135K – – –
PFBT
538
Parkside Financial Bank & Trust
Missouri
$134K -$15.7K -216 -10%
CFD
539
Creative Financial Designs
Indiana
$131K +$217 +3 +0.2%
EA
540
Elm Advisors
California
$130K +$130K +1,800 New
MPWT
541
MassMutual Private Wealth & Trust
Connecticut
$124K – – –
FWM
542
FSA Wealth Management
Massachusetts
$116K +$116K +1,600 New
EFSCE
543
Enterprise Financial Services Corp (EFSC)
Missouri
$115K -$11.3K -156 -9%
TFO
544
Tarbox Family Office
California
$113K – – –
FPB
545
First PREMIER Bank
South Dakota
$108K – – –
FF
546
FourThought Financial
Florida
$106K +$106K +1,476 New
S
547
SignatureFD
Georgia
$105K -$1.87K -26 -2%
LB
548
Legacy Bridge
Iowa
$105K – – –
BAM
549
Belpointe Asset Management
Nevada
$105K +$105K +1,459 New
LS
550
Leelyn Smith
Illinois
$104K -$3.32K -46 -3%
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22
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