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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 %
MCM
551
McMillion Capital Management
North Carolina
$1K – – –
NL
552
NWAM LLC
Washington
$511 +$292 +6,548 +134%
WIM
553
Westside Investment Management
California
$8 +$8 +200 New
CIM
554
Confluence Investment Management
Missouri
– -$19.6M -346,004 Closed
KWMG
555
King Wealth Management Group
Florida
– -$6.12M -102,820 Closed
MCM
556
Monument Capital Management
Virginia
– -$4.5M -75,532 Closed
JWCA
557
J.W. Cole Advisors
Florida
– -$2.53M -42,428 Closed
SS
558
Simplicity Solutions
Minnesota
– -$1.82M -30,640 Closed
IAA
559
Independent Advisor Alliance
North Carolina
– -$1.65M -27,768 Closed
TCM
560
Telos Capital Management
California
– -$1.61M -26,992 Closed
PWAP
561
Private Wealth Advisors (Pennsylvania)
Pennsylvania
– -$992K -16,488 Closed
LRIA
562
Leonard Rickey Investment Advisors
Washington
– -$898K -15,080 Closed
GFS
563
GYL Financial Synergies
Connecticut
– -$827K -13,900 Closed
RhumbLine Advisers
564
RhumbLine Advisers
Massachusetts
– -$691K -11,604 Closed
LA
565
Legacy Advisors
Pennsylvania
– -$687K -11,540 Closed
VWA
566
Visionary Wealth Advisors
Illinois
– -$675K -11,332 Closed
TI
567
Truepoint Inc
Ohio
– -$558K -9,380 Closed
IWC
568
Integrated Wealth Concepts
Massachusetts
– -$508K -8,528 Closed
PCA
569
Personal Capital Advisors
California
– -$491K -8,244 Closed
OFG
570
Omega Financial Group
California
– -$464K -7,796 Closed
HIS
571
Harvest Investment Services
Illinois
– -$455K -7,656 Closed
W
572
WealthStone
Ohio
– -$430K -7,256 Closed
TCM
573
Traynor Capital Management
Pennsylvania
– -$410K -6,892 Closed
GVAG
574
Great Valley Advisor Group
Delaware
– -$393K -6,596 Closed
KCM
575
Karp Capital Management
California
– -$353K -5,936 Closed
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