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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 %
APWA
551
Atlas Private Wealth Advisors
New Jersey
$12K
TC
552
Trust Company
Kansas
$11K
AWM
553
Atticus Wealth Management
Florida
$11K
HFA
554
HC Financial Advisors
California
$10K
RP
555
Rice Partnership
Hawaii
$10K
AF
556
Allworth Financial
California
$10K
HWM
557
HighMark Wealth Management
Minnesota
$10K
MPCG
558
Matrix Private Capital Group
New York
$10K
TAM
559
Townsend Asset Management
North Carolina
$9K
VCM
560
Versant Capital Management
Arizona
$9K
GG
561
Gleason Group
Kentucky
$9K
KFS
562
Kelly Financial Services
Massachusetts
$8.77K
SIM
563
Sonora Investment Management
Arizona
$8K
CCA
564
Column Capital Advisors
Indiana
$8K
RCA
565
Rowland Carmichael Advisors
Arizona
$6K
GTAM
566
Global Trust Asset Management
Florida
$6K
PCFFS
567
Pacific Center for Financial Services
California
$6K +$3.23K +56 +117%
AIC
568
Archer Investment Corporation
Indiana
$5.26K
AW
569
Avion Wealth
Texas
$5K
RIA
570
RPG Investment Advisory
California
$5K
WCG
571
Weaver Consulting Group
California
$5K
TWP
572
TFO Wealth Partners
Ohio
$5K +$5K +84 New
UFF
573
USA Financial Formulas
Michigan
$5K +$5K +88 New
LWA
574
Lowe Wealth Advisors
Maryland
$4K -$222 -4 -5%
GI
575
Gradient Investments
Minnesota
$4K