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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 %
PMFA
551
Plante Moran Financial Advisors
Michigan
$102K – – –
SAM
552
S.A. Mason
Michigan
$96K +$96K +1,336 New
EWM
553
Endurance Wealth Management
Rhode Island
$91K – – –
HCM
554
Horrell Capital Management
Arkansas
$88K – – –
SIC
555
Salem Investment Counselors
North Carolina
$87K +$71.1K +984 +447%
FP
556
Financial Perspectives
Minnesota
$82.5K -$144 -2 -0.2%
SC
557
Steph & Co
Wisconsin
$77K – – –
AF
558
Affiance Financial
Minnesota
$75K -$7.95K -110 -10%
BSSFA
559
Baron Silver Stevens Financial Advisors
Florida
$74K +$74K +1,036 New
CFO
560
CVA Family Office
Colorado
$73K – – –
CPFP
561
Clear Perspectives Financial Planning
Ohio
$71K +$71K +985 New
BA
562
Ballast Advisors
Minnesota
$70K – – –
HFA
563
Hoover Financial Advisors
Pennsylvania
$69K – – –
RP
564
Rice Partnership
Hawaii
$69K +$56.9K +789 +470%
ADL
565
Asset Dedication LLC
California
$66K -$144 -2 -0.2%
VFA
566
Valeo Financial Advisors
Indiana
$66K – – –
SWM
567
Sugarloaf Wealth Management
Georgia
$64K – – –
TF
568
Tompkins Financial
New York
$62K -$64.6K -900 -51%
AAP
569
Arax Advisory Partners
Colorado
$62K -$10.3K -144 -14%
ICP
570
Interchange Capital Partners
Pennsylvania
$62K +$62K +864 New
AIA
571
Armor Investment Advisors
North Carolina
$61K – – –
MWA
572
Moser Wealth Advisors
Washington
$61K – – –
D
573
Diversified
Delaware
$61K +$61K +253 New
ANBT
574
American National Bank & Trust
Texas
$60K -$10.9K -150 -15%
CIAS
575
Capital Investment Advisory Services
North Carolina
$59K – – –
21 22
23
24 25