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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 %
SPC
101
Sigma Planning Corp
Michigan
$3.9M -$1.87M -31,372 -32%
FAAS
102
First Allied Advisory Services
California
$3.89M -$58.7K -984 -1%
MCM
103
MV Capital Management
Maryland
$3.89M +$65.2K +1,096 +2%
AMG
104
Asset Management Group
Connecticut
$3.85M +$26K +436 +0.7%
GPA
105
Guidance Point Advisors
Massachusetts
$3.83M +$9.29K +156 +0.2%
BAM
106
Barrett Asset Management
New York
$3.79M -$19.1K -320 -0.5%
SSB
107
Sandy Spring Bank
Maryland
$3.75M -$819K -13,764 -18%
ABC
108
Associated Banc-Corp
Wisconsin
$3.68M +$281K +4,720 +8%
Jane Street
109
Jane Street
New York
$3.55M +$236K +3,972 +7%
SNT
110
Security National Trust
West Virginia
$3.5M -$19.1K -320 -0.5%
IWA
111
Inspirion Wealth Advisors
Illinois
$3.3M – – –
PRWA
112
Platte River Wealth Advisors
Colorado
$3.27M +$3.27M +55,696 New
AAS
113
Avantax Advisory Services
Texas
$3.15M +$624K +10,472 +25%
WP
114
WealthSource Partners
California
$3.12M -$388K -6,516 -11%
First Trust Advisors
115
First Trust Advisors
Illinois
$3.04M +$43.1K +724 +1%
EDRIA
116
Edmonds Duncan Registered Investment Advisors
Kansas
$3M -$267K -4,480 -8%
SSW
117
Smith Shellnut Wilson
Mississippi
$2.98M +$15.5K +260 +0.5%
AF
118
Advisornet Financial
Minnesota
$2.97M +$238K +3,992 +9%
AWM
119
Argent Wealth Management
Massachusetts
$2.91M +$2.91M +48,940 New
NFG
120
NewFocus Financial Group
Washington
$2.83M -$24.8K -416 -0.9%
NCM
121
Neumann Capital Management
California
$2.76M -$46.4K -780 -2%
CAM
122
Cresset Asset Management
Illinois
$2.74M – – –
Rockefeller Capital Management
123
Rockefeller Capital Management
New York
$2.72M +$1.96M +32,932 +258%
Bank of Montreal
124
Bank of Montreal
Ontario, Canada
$2.71M +$390K +6,552 +17%
EWA
125
EP Wealth Advisors
California
$2.68M +$500K +8,400 +23%
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5
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