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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 %
RIA
651
RPG Investment Advisory
California
$6K – – –
SWM
652
Selective Wealth Management
Virginia
$6K +$6K +84 New
MCM
653
MV Capital Management
Maryland
$6K +$6K +86 New
LWA
654
Lowe Wealth Advisors
Maryland
$5K – – –
GI
655
Gradient Investments
Minnesota
$4K -$12K -51 -75%
LDFR
656
Lehman & Derafelo Financial Resources
Pennsylvania
$4K – – –
TCM
657
Tradewinds Capital Management
Washington
$4K – – –
WEC
658
Winslow Evans & Crocker
Massachusetts
$4K +$4K +52 New
GSAM
659
Grant Street Asset Management
Pennsylvania
$4K +$4K +62 New
ACA
660
Aptus Capital Advisors
Alabama
$3K – – –
IA
661
Inspire Advisors
Idaho
$3K +$3K +36 New
QCG
662
Quadrant Capital Group
Ohio
$2K -$21.3K -256 -91%
MCM
663
McMillion Capital Management
North Carolina
$2K +$2K +28 New
PP
664
Paloma Partners
Connecticut
$2K +$2K +31 New
TPWA
665
TRUE Private Wealth Advisors
Oregon
$1K -$41.4K -828 -98%
HCA
666
Harbour Capital Advisors
Virginia
$1K – – –
CWC
667
Carolinas Wealth Consulting
North Carolina
$1K +$1K +12 New
MIM
668
MTM Investment Management
South Carolina
$1K +$1K +20 New
WIM
669
Westside Investment Management
California
$14 – – –
CS
670
Credit Suisse
Switzerland
– -$3.21M -53,600 Closed
SMG
671
Smart Money Group
Texas
– -$1.33M -22,240 Closed
CCM
672
CWH Capital Management
Washington
– -$1.28M -21,320 Closed
NA
673
NewEdge Advisors
Louisiana
– -$1.1M -18,320 Closed
RhumbLine Advisers
674
RhumbLine Advisers
Massachusetts
– -$1.05M -17,600 Closed
MCM
675
Makena Capital Management
California
– -$886K -14,820 Closed
25 26
27
28 29