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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
1
Churchill Management
California
$17.3M
2
SCM
2
Sandler Capital Management
New York
$14.8M
3
FI
3
FormulaFolio Investments
Michigan
$14M
4
LPL Financial
4
LPL Financial
California
$87M
5
KAS
5
Kestra Advisory Services
Texas
$14M

Top Sellers

1
CC
1
Courier Capital
New York
$17.7M
2
Wells Fargo
2
Wells Fargo
California
$880M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$152M
4
WIA
4
World Investment Advisors
California
$1.99M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFP
76
Sterling Financial Planning
New Jersey
$8.49M +$8.49M +117,483 New
FPFS
77
First Personal Financial Services
North Carolina
$7.82M -$105K -1,456 -1%
SAF
78
Smith Anglin Financial
Texas
$7.66M +$7.66M +106,007 New
CFB
79
Cullen/Frost Bankers
Texas
$7.5M +$176K +2,436 +2%
Mariner
80
Mariner
Kansas
$7.43M +$114K +1,579 +2%
Cetera Investment Advisers
81
Cetera Investment Advisers
Illinois
$7.41M +$7.41M +102,642 New
GLA
82
Great Lakes Advisors
Illinois
$7.3M -$65.6K -909 -0.9%
CA
83
Centerpoint Advisors
Massachusetts
$7.15M -$181K -2,502 -2%
US Bancorp
84
US Bancorp
Minnesota
$7.09M -$875K -12,122 -11%
EE
85
EWG Elevate
California
$7.08M +$2.43M +33,706 +52%
PA
86
Paracle Advisors
Washington
$6.99M -$519K -7,188 -7%
PPW
87
Parcion Private Wealth
Washington
$6.9M -$420K -5,809 -6%
GIM
88
Goelzer Investment Management
Indiana
$6.88M -$1.11M -15,414 -14%
MBTD
89
Mechanics Bank - Trust Department
California
$6.84M -$236K -3,269 -3%
Thrivent Financial for Lutherans
90
Thrivent Financial for Lutherans
Minnesota
$6.64M +$854K +11,824 +15%
JFA
91
JNBA Financial Advisors
Minnesota
$6.64M -$62.1K -860 -0.9%
ACA
92
Ascension Capital Advisors
Texas
$6.53M +$463K +6,413 +8%
AAM
93
Ascension Asset Management
New York
$6.53M +$6.53M +90,449 New
HNB
94
Huntington National Bank
Ohio
$6.38M -$3.36M – –
FC
95
Fulcrum Capital
Washington
$6.27M +$106K +1,468 +2%
IWA
96
Inspirion Wealth Advisors
Illinois
$6.14M +$88.8K +1,230 +1%
GT
97
Greenleaf Trust
Michigan
$6.11M -$36.8K -509 -0.6%
CIAS
98
CFS Investment Advisory Services
New Jersey
$5.67M +$5.67M +78,447 New
CWM
99
Cranbrook Wealth Management
Michigan
$5.6M -$276K -3,827 -5%
CCC
100
Crescent Capital Consulting
Louisiana
$5.59M +$5.59M +77,356 New
2 3
4
5 6