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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 %
LGWM
576
Litman Gregory Wealth Management
California
$15K – – –
PA
577
Procyon Advisors
Connecticut
$15K +$15K +260 New
SFSG
578
Stearns Financial Services Group
North Carolina
$14K – – –
MCWS
579
McKinley Carter Wealth Services
West Virginia
$14K +$14K +240 New
LWA
580
Lenox Wealth Advisors
New York
$13K +$13K +220 New
PMFA
581
Plante Moran Financial Advisors
Michigan
$11K – – –
AWM
582
Atticus Wealth Management
Florida
$11K +$11K +188 New
CAGAS
583
Capital Advisory Group Advisory Services
Minnesota
$10K – – –
RP
584
Rice Partnership
Hawaii
$10K – – –
TC
585
Trust Company
Kansas
$10K – – –
KPW
586
Kore Private Wealth
New York
$10K +$10K +172 New
VCM
587
Versant Capital Management
Arizona
$9K – – –
GG
588
Gleason Group
Kentucky
$9K +$9K +148 New
TAM
589
Townsend Asset Management
North Carolina
$9K +$9K +152 New
HWM
590
HighMark Wealth Management
Minnesota
$9K +$9K +156 New
KFS
591
Kelly Financial Services
Massachusetts
$8.67K – – –
CI
592
CX Institutional
Indiana
$8K -$13.3K -232 -62%
JPLA
593
Joseph P. Lucia & Associates
New York
$8K – – –
LDFR
594
Lehman & Derafelo Financial Resources
Pennsylvania
$8K – – –
RFA
595
Reilly Financial Advisors
California
$8K +$8K +140 New
SIM
596
Sonora Investment Management
Arizona
$8K +$8K +140 New
CCA
597
Column Capital Advisors
Indiana
$8K +$8K +140 New
1W
598
1776 Wealth
Georgia
$8K +$8K +144 New
GTAM
599
Global Trust Asset Management
Florida
$6K – – –
MPCG
600
Matrix Private Capital Group
New York
$6K +$6K +108 New
22 23
24
25 26