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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 %
MWM
601
Mission Wealth Management
California
– -$237K -3,980 Closed
DP
602
Denver PWM
Colorado
– -$237K -3,968 Closed
BL
603
BFSG LLC
California
– -$236K -3,960 Closed
GPA
604
Garrison Point Advisors
California
– -$230K -3,860 Closed
HCMT
605
Highland Capital Management (Tennessee)
Tennessee
– -$229K -3,852 Closed
FWCM
606
Ferguson Wellman Capital Management
Oregon
– -$228K -3,828 Closed
SHWM
607
Smith & Howard Wealth Management
Georgia
– -$227K -3,820 Closed
WSFS
608
Wilmington Savings Fund Society
Delaware
– -$226K -3,800 Closed
BS
609
Boenning & Scattergood
Pennsylvania
– -$223K -3,740 Closed
AWM
610
Altus Wealth Management
Kentucky
– -$222K -3,724 Closed
HTC
611
Haverford Trust Company
Pennsylvania
– -$221K -3,712 Closed
RMDI
612
R.M. Davis Inc
Maine
– -$218K -3,664 Closed
KIA
613
KCM Investment Advisors
California
– -$218K -3,656 Closed
IIC
614
Integrated Investment Consultants
Michigan
– -$216K -3,624 Closed
DC
615
Davenport & Co
Virginia
– -$211K -3,540 Closed
WAM
616
Wallington Asset Management
Indiana
– -$210K -3,520 Closed
BCA
617
Bay Colony Advisors
Massachusetts
– -$213K -3,516 Closed
BRWA
618
B. Riley Wealth Advisors
Florida
– -$209K -3,508 Closed
LOPW
619
Live Oak Private Wealth
North Carolina
– -$206K -3,464 Closed
SW
620
SkyOak Wealth
Michigan
– -$205K -3,444 Closed
CST
621
Charles Schwab Trust
Nevada
– -$204K -3,432 Closed
LNC
622
Lincoln National Corp
Pennsylvania
– -$203K -3,408 Closed
KOMWMG
623
Kerntke Otto McGlone Wealth Management Group
Wisconsin
– -$202K -3,388 Closed
BWM
624
Benchmark Wealth Management
Connecticut
– -$201K -3,376 Closed
FWM
625
Frontier Wealth Management
Missouri
– -$201K -3,376 Closed
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