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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 %
Kayne Anderson Rudnick Investment Management
576
Kayne Anderson Rudnick Investment Management
California
$58K – – –
PO
577
Private Ocean
California
$58K – – –
FFA
578
Founders Financial Alliance
North Carolina
$58K – – –
TIAM2
579
Tru Independence Asset Management 2
Oregon
$58K +$58K +800 New
BCA
580
Berman Capital Advisors
Georgia
$57K -$20.2K -283 -26%
CFN
581
Cordasco Financial Network
Florida
$56K – – –
MIM
582
Macroview Investment Management
Maryland
$56K +$2.61K +36 +5%
DAC
583
Dividend Assets Capital
South Carolina
$55K – – –
FCA
584
FinTrust Capital Advisors
South Carolina
$55K – – –
CWA
585
Clearview Wealth Advisors
Oregon
$53K +$53K +737 New
TAIM
586
TD Ameritrade Investment Management
Nebraska
$52K -$52.4K -729 -50%
SQA
587
Simon Quick Advisors
New Jersey
$51K +$51K +708 New
CIA
588
Cascade Investment Advisors
Oregon
$50.6K -$7.22K -100 -13%
JGIA
589
Jackson Grant Investment Advisers
Connecticut
$50K – – –
JFGIW
590
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$47K -$321K -4,400 -87%
Bessemer Group
591
Bessemer Group
New Jersey
$45K – – –
EK
592
Evensky & Katz
Florida
$44K -$46.9K -650 -52%
HWA
593
HHM Wealth Advisors
Tennessee
$44K – – –
BWM
594
Baystate Wealth Management
Massachusetts
$44K +$72 +1 +0.2%
EW
595
Element Wealth
Mississippi
$40K +$73 +1 +0.2%
BFC
596
Bedel Financial Consulting
Indiana
$39K – – –
IBOK
597
Independence Bank of Kentucky
Kentucky
$38K – – –
WT
598
Washington Trust
Rhode Island
$35K – – –
SWA
599
Sutton Wealth Advisors
Florida
$34.1K – – –
KPCM
600
Kings Point Capital Management
New York
$34K +$8.19K +113 +32%
22 23
24
25 26