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iShares S&P Mid-Cap 400 Growth ETF
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Overview Fund Activity

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

Top Buyers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$25.3M
2
PFG
Piershale Financial Group
Illinois
$23.9M
3
BCM
Brookstone Capital Management
Illinois
$15.3M
4
BFG
Barber Financial Group
Kansas
$14.5M
5
CC
Courier Capital
New York
$16.1M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$148M
2
Wells Fargo
Wells Fargo
California
$751M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$21.4M
4
Truist Financial
Truist Financial
North Carolina
$57M
5
CA
Centerpoint Advisors
Massachusetts
$6.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSPIA
576
Cary Street Partners Investment Advisory
Virginia
$4K +$4K +68 New
TCM
577
Tradewinds Capital Management
Washington
$3K – – –
LDFR
578
Lehman & Derafelo Financial Resources
Pennsylvania
$3K – – –
ACA
579
Aptus Capital Advisors
Alabama
$2K – – –
IA
580
Independence Advisors
Pennsylvania
$2K – – –
JWM
581
Jeppson Wealth Management
California
$2K +$2K +40 New
CPA
582
Clear Perspective Advisors
Illinois
$1.07K – – –
RWA
583
Ropes Wealth Advisors
Massachusetts
$1K +$1K +24 New
FCA
584
FinTrust Capital Advisors
South Carolina
$46 +$46 +768 New
WIM
585
Westside Investment Management
California
$11 – – –
SA
586
Silversage Advisors
California
– -$2.32M -38,188 Closed
AllianceBernstein
587
AllianceBernstein
Tennessee
– -$1.57M -28,080 Closed
RMA
588
Roffman Miller Associates
Pennsylvania
– -$723K -12,916 Closed
NL
589
NWAM LLC
Washington
– -$553K -9,880 Closed
PCM
590
Pennsylvania Capital Management
Pennsylvania
– -$485K -8,664 Closed
PP
591
Professional Planning
California
– -$485K -8,664 Closed
Wolverine Trading
592
Wolverine Trading
Illinois
– -$477K -8,628 Closed
SIC
593
Sigma Investment Counselors
Michigan
– -$394K -7,028 Closed
NAM
594
NorthCoast Asset Management
Connecticut
– -$359K -6,408 Closed
HIIFS
595
Harel Insurance Investments & Financial Services
Israel
– -$358K -6,400 Closed
PFA
596
Plotkin Financial Advisors
Maryland
– -$340K -6,068 Closed
MA
597
Modus Advisors
Minnesota
– -$317K -5,656 Closed
PBO
598
Peoples Bank (Ohio)
Ohio
– -$291K -5,200 Closed
HFA
599
High Falls Advisors
New York
– -$291K -5,200 Closed
BA
600
Ballew Advisors
Mississippi
– -$221K -3,968 Closed
22 23
24
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