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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 %
FI
51
FormulaFolio Investments
Michigan
$11.5M +$1.95M +32,692 +20%
CAG
52
Csenge Advisory Group
Florida
$10.7M +$36.4K +612 +0.3%
PPW
53
Parcion Private Wealth
Washington
$10.6M +$10.6M +177,424 New
HCM
54
Hudson Capital Management
New Jersey
$10.5M +$480K +8,076 +5%
BFM
55
Broadview Financial Management
Wisconsin
$10.4M -$91.2K -1,532 -0.9%
DPIM
56
Duff & Phelps Investment Management
Illinois
$10.3M – – –
GIM
57
Goelzer Investment Management
Indiana
$9.8M -$326K -5,476 -3%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$9.59M -$212K -3,556 -2%
FHB
59
First Hawaiian Bank
Hawaii
$9.31M -$262K -4,404 -3%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$9.01M +$43.1K +724 +0.5%
PAG
61
Private Advisor Group
New Jersey
$8.61M +$490K +8,236 +6%
GIA
62
GHP Investment Advisors
Colorado
$8.6M +$13.3K +224 +0.2%
US Bancorp
63
US Bancorp
Minnesota
$8.44M +$10K +168 +0.1%
HSBC Holdings
64
HSBC Holdings
United Kingdom
$8.25M -$26.4K -444 -0.3%
BOS
65
Bank of Stockton
California
$8.1M +$319K +5,356 +4%
GT
66
Greenleaf Trust
Michigan
$8.06M -$275K -4,612 -3%
BEC
67
Blue Edge Capital
Virginia
$7.42M +$383K +6,436 +5%
SIA
68
Starfire Investment Advisers
Michigan
$7.25M -$28.3K -476 -0.4%
CFB
69
Cullen/Frost Bankers
Texas
$7.08M +$564K +9,476 +9%
FPFS
70
First Personal Financial Services
North Carolina
$6.96M -$314K -5,280 -4%
MBTD
71
Mechanics Bank - Trust Department
California
$6.95M -$270K -4,536 -4%
AG
72
Advisor Group
Arizona
$6.9M -$1.83M -30,752 -21%
QCM
73
Quest Capital Management
Texas
$6.46M -$1.5M -25,280 -19%
GLA
74
Great Lakes Advisors
Illinois
$6.43M -$115K -1,924 -2%
Mariner
75
Mariner
Kansas
$6.28M +$35.7K +600 +0.6%
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