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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 %
FNBTCON
576
First National Bank & Trust Co of Newtown
Pennsylvania
– -$352K -5,920 Closed
TFS
577
Thoroughbred Financial Services
Tennessee
– -$338K -5,680 Closed
FIB
578
First Interstate Bank
Montana
– -$334K -5,612 Closed
WSTAM
579
Wilbanks Smith & Thomas Asset Management
Virginia
– -$325K -5,456 Closed
TP
580
Tranquility Partners
Tennessee
– -$324K -5,444 Closed
OCM
581
Orser Capital Management
Texas
– -$324K -5,440 Closed
MWM
582
Meridian Wealth Management
Kentucky
– -$301K -5,072 Closed
SKK
583
Shepherd Kaplan Krochuk
Massachusetts
– -$292K -4,904 Closed
A
584
AdvicePeriod
California
– -$289K -4,852 Closed
CPA
585
Clear Perspective Advisors
Illinois
– -$267K -4,488 Closed
AP
586
Advisor Partners
California
– -$268K -4,440 Closed
BJL
587
Brighton Jones LLC
Washington
– -$263K -4,424 Closed
PG
588
Prostatis Group
Maryland
– -$259K -4,344 Closed
CCM
589
Condor Capital Management
New Jersey
– -$258K -4,328 Closed
MMHP
590
Murphy Middleton Hinkle & Parker
Georgia
– -$251K -4,212 Closed
NFC
591
Northeast Financial Consultants
Connecticut
– -$249K -4,176 Closed
TWP
592
Total Wealth Planning
Ohio
– -$249K -4,176 Closed
IFWM
593
Institute for Wealth Management
Colorado
– -$247K -4,152 Closed
DAS
594
Dynamic Advisor Solutions
Arizona
– -$244K -4,108 Closed
PAM
595
Premier Asset Management
Illinois
– -$243K -4,088 Closed
JWBC
596
J.W. Burns & Co
New York
– -$243K -4,080 Closed
CCB
597
Cutter & Co Brokerage
Missouri
– -$242K -4,068 Closed
HIM
598
Hanlon Investment Management
New Jersey
– -$241K -4,056 Closed
AMG
599
Advisors Management Group
Wisconsin
– -$239K -4,020 Closed
KCM
600
Kendall Capital Management
Maryland
– -$239K -4,008 Closed
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