IJK icon

iShares S&P Mid-Cap 400 Growth ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
IC
601
IEQ Capital
California
-$210K -3,752 Closed
AWM
602
Altus Wealth Management
Kentucky
-$209K -3,724 Closed
HTC
603
Haverford Trust Company
Pennsylvania
-$208K -3,712 Closed
NP
604
NorthRock Partners
Minnesota
-$200K -3,572 Closed
CCM
605
Colorado Capital Management
Colorado
-$191K -3,424 Closed
PIMG
606
Patriot Investment Management Group
Tennessee
-$144K -2,576 Closed
MCM
607
MV Capital Management
Maryland
-$128K -2,288 Closed
FWM
608
FSA Wealth Management
Massachusetts
-$90K -1,600 Closed
BFIM
609
Beese Fulmer Investment Management
Ohio
-$74K -1,320 Closed
AWM
610
Apollon Wealth Management
South Carolina
-$65K -1,152 Closed
PWP
611
Principle Wealth Partners
Connecticut
-$50K -900 Closed
FANJ
612
Financial Architects (New Jersey)
New Jersey
-$45K -800 Closed
OPS
613
Orion Portfolio Solutions
Nebraska
-$43K -772 Closed
CWM
614
Campbell Wealth Management
Virginia
-$24K -420 Closed
Deutsche Bank
615
Deutsche Bank
Germany
-$20K -356 Closed
PA
616
Procyon Advisors
Connecticut
-$14K -248 Closed
BEI
617
Benjamin Edwards Inc
Missouri
-$12K -216 Closed
KPW
618
Kore Private Wealth
New York
-$9K -172 Closed
1W
619
1776 Wealth
Georgia
-$8K -144 Closed
JPLA
620
Joseph P. Lucia & Associates
New York
-$8K -136 Closed
WFMPM
621
Woodley Farra Manion Portfolio Management
Indiana
-$7K -124 Closed
RDWM
622
Red Door Wealth Management
Tennessee
-$6K -124 Closed
MAM
623
Meeder Asset Management
Ohio
-$6K -100 Closed
LWA
624
Lenox Wealth Advisors
New York
-$6K -100 Closed
EWP
625
Engrave Wealth Partners
Texas
-$4K -72 Closed