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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 %
OEP
626
Ocean Endowment Partners
Illinois
– -$200K -3,360 Closed
TA
627
TFG Advisers
Michigan
– -$143K -2,404 Closed
SBSB
628
Sullivan, Bruyette, Speros & Blaney
Virginia
– -$121K -2,040 Closed
SW
629
SVB Wealth
Massachusetts
– -$121K -2,028 Closed
CFFP
630
Center for Financial Planning
Michigan
– -$91K -1,532 Closed
MWP
631
MYCIO Wealth Partners
Pennsylvania
– -$84K -1,420 Closed
APW
632
Acima Private Wealth
Virginia
– -$84K -1,408 Closed
RIA
633
Realta Investment Advisors
Delaware
– -$74K -1,260 Closed
BCI
634
Brinker Capital Investments
Pennsylvania
– -$65K -1,096 Closed
Chevy Chase Trust
635
Chevy Chase Trust
Maryland
– -$59K -984 Closed
FMTCOCP
636
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
– -$58K -972 Closed
HPC
637
HM Payson & Co
Maine
– -$56K -948 Closed
TCWM
638
Total Clarity Wealth Management
Illinois
– -$56K -940 Closed
BRC
639
Bell Rock Capital
Delaware
– -$55K -936 Closed
CAAS
640
Capital Asset Advisory Services
Michigan
– -$57K -932 Closed
LAS
641
Lloyd Advisory Services
Georgia
– -$47K -788 Closed
ETI
642
Enterprise Trust & Investment
California
– -$36K -604 Closed
CCM
643
Cribstone Capital Management
Maine
– -$33K -560 Closed
EWM
644
EPG Wealth Management
Georgia
– -$25K -428 Closed
MWP
645
Meridian Wealth Partners
Pennsylvania
– -$24K -400 Closed
CIM
646
Contravisory Investment Management
Massachusetts
– -$22K -368 Closed
SIC
647
Samalin Investment Counsel
New York
– -$20K -340 Closed
WFMPM
648
Woodley Farra Manion Portfolio Management
Indiana
– -$17K -280 Closed
MCWS
649
McKinley Carter Wealth Services
West Virginia
– -$14K -240 Closed
SFSG
650
Stearns Financial Services Group
North Carolina
– -$14K -236 Closed
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