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iShares S&P Mid-Cap 400 Growth ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
AP
551
Appleton Partners
Massachusetts
-$200K -3,540 Closed
AOWM
552
Alpha Omega Wealth Management
Virginia
-$181K -3,200 Closed
CF
553
Centaurus Financial
California
-$158K -2,800 Closed
LA
554
Legacy Advisors
Pennsylvania
-$151K -2,672 Closed
DWM
555
Destination Wealth Management
California
-$78K -1,380 Closed
EWM
556
Executive Wealth Management
Michigan
-$70K -1,236 Closed
DWM
557
Doyle Wealth Management
Florida
-$63K -1,120 Closed
CCM
558
Covington Capital Management
California
-$52K -924 Closed
AWM
559
Apollon Wealth Management
South Carolina
-$50K -876 Closed
TPWA
560
TRUE Private Wealth Advisors
Oregon
-$48K -856 Closed
CWA
561
Clarus Wealth Advisors
Arizona
-$46K -820 Closed
MF
562
Manchester Financial
California
-$42K -740 Closed
SFG
563
SevenBridge Financial Group
Pennsylvania
-$19K -328 Closed
PFGIA
564
Patriot Financial Group Insurance Agency
Massachusetts
-$12K -220 Closed
ESB
565
Essex Savings Bank
Connecticut
-$12K -212 Closed
AssetMark Inc
566
AssetMark Inc
California
-$6K -112 Closed
FCA
567
FinTrust Capital Advisors
South Carolina
-$5K -80 Closed
IWA
568
IBEX Wealth Advisors
New Jersey
-$2K -44 Closed
KCPG
569
Kavar Capital Partners Group
Kansas
-$1K -24 Closed