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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 %
ADL
551
Asset Dedication LLC
California
$30K – – –
SWA
552
Sutton Wealth Advisors
Florida
$28.1K – – –
POIA
553
Pin Oak Investment Advisors
Texas
$28K -$2.9K -48 -9%
AA
554
Advisory Alpha
Michigan
$28K -$27.8K -460 -50%
CMA
555
Cedar Mountain Advisors
Oregon
$27K +$27K +452 New
SIAP
556
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$26K – – –
EWM
557
EPG Wealth Management
Georgia
$25K +$25K +428 New
HDIM
558
Hanson & Doremus Investment Management
Vermont
$24K – – –
CBT
559
Capital Bank & Trust
California
$24K – – –
MWP
560
Meridian Wealth Partners
Pennsylvania
$24K +$24K +400 New
CICI
561
Capital Investment Counsel Inc
North Carolina
$23K – – –
CTB
562
Country Trust Bank
Illinois
$23K – – –
CIM
563
Contravisory Investment Management
Massachusetts
$22K – – –
Deutsche Bank
564
Deutsche Bank
Germany
$21K – – –
TL
565
TrueWealth LLC
Georgia
$21K – – –
JWBC
566
John W. Brooker & Co
California
$21K +$21K +348 New
SIC
567
Samalin Investment Counsel
New York
$20K +$20K +340 New
TAIM
568
TD Ameritrade Investment Management
Nebraska
$19K -$475 -8 -2%
FCM
569
Firestone Capital Management
Florida
$19K +$19K +316 New
CTC
570
Central Trust Company
Missouri
$18K – – –
SIC
571
Salem Investment Counselors
North Carolina
$18K – – –
IF
572
Ironwood Financial
Arizona
$17K – – –
WFMPM
573
Woodley Farra Manion Portfolio Management
Indiana
$17K +$17K +280 New
BWM
574
BerganKDV Wealth Management
Minnesota
$16K – – –
TFGT
575
TS Financial Group (TSFG)
Illinois
$15K -$242 -4 -2%
21 22
23
24 25