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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 %
TFA
601
Tobias Financial Advisors
Florida
$6K +$6K +116 New
AIC
602
Archer Investment Corporation
Indiana
$5K – – –
LWA
603
Lowe Wealth Advisors
Maryland
$5K – – –
RIA
604
RPG Investment Advisory
California
$5K – – –
WCG
605
Weaver Consulting Group
California
$5K – – –
HWM
606
Howard Wealth Management
Connecticut
$5K +$5K +100 New
GI
607
Gradient Investments
Minnesota
$4K – – –
MA
608
MCF Advisors
Kentucky
$4K +$4K +64 New
EWP
609
Engrave Wealth Partners
Texas
$4K +$4K +72 New
PWMG
610
Prestige Wealth Management Group
New Jersey
$3K -$231 -4 -7%
HI
611
Hudock Inc
Pennsylvania
$3K – – –
TCM
612
Tradewinds Capital Management
Washington
$3K +$3K +52 New
MCM
613
McMillion Capital Management
North Carolina
$2K – – –
CAC
614
Certified Advisory Corp
Florida
$2K – – –
ACA
615
Aptus Capital Advisors
Alabama
$2K +$2K +48 New
PC
616
Permanens Capital
New York
$1K – – –
LS
617
Leelyn Smith
Illinois
$66 +$66 +1,116 New
SHWM
618
Silicon Hills Wealth Management
Texas
$55 +$55 +12 New
SCM
619
Sandler Capital Management
New York
– -$18.1M -324,000 Closed
M&T Bank
620
M&T Bank
New York
– -$12.5M -222,520 Closed
Axa
621
Axa
France
– -$12M -214,640 Closed
STA
622
Summit Trail Advisors
New York
– -$1.41M -25,200 Closed
FTIOP
623
Fiduciary Trust International of Pennsylvania
Pennsylvania
– -$1.05M -18,688 Closed
SG
624
StoneX Group
New York
– -$971K -17,356 Closed
UBS AM
625
UBS AM
Illinois
– -$914K -16,336 Closed
22 23 24
25
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