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iShares S&P Mid-Cap 400 Growth ETF
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Overview Fund Activity

527 hedge funds and large institutions have $4.54B invested in iShares S&P Mid-Cap 400 Growth ETF in 2019 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 137 increasing their positions, 187 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
527
Holders Change
-10
Holders Change %
-1.86%
% of All Funds
11.57%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.48%
New
38
Increased
137
Reduced
187
Closed
42
Calls
$672K
Puts
$677K
Net Calls
-$5K
Net Calls Change
-$2.88M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$103M
2
LPL Financial
LPL Financial
California
$75.8M
3
SEI Investments
SEI Investments
Pennsylvania
$15.6M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$54.8M
5
Stifel Financial
Stifel Financial
Missouri
$106M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$1.18B
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.18M
3
WIA
World Investment Advisors
California
$367K
4
CC
Chanos & Company
New York
$0
5
LMIM
Lockheed Martin Investment Management
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HIS
126
Harvest Investment Services
Illinois
$2.23M -$935K -16,992 -30%
SB
127
Suntrust Banks
Georgia
$2.19M +$245K +4,368 +13%
Bank of Montreal
128
Bank of Montreal
Ontario, Canada
$2.18M -$43.7M -781,760 -95%
UWPG
129
Ullmann Wealth Partners Group
Florida
$2.15M -$38.5K -688 -2%
VFA
130
Voya Financial Advisors
Connecticut
$2.14M -$669K -12,028 -24%
Thrivent Financial for Lutherans
131
Thrivent Financial for Lutherans
Minnesota
$2.13M -$138K -2,460 -6%
NAM
132
NTV Asset Management
West Virginia
$2.12M – – –
CB
133
Commerce Bank
Missouri
$2.1M +$272K +4,860 +15%
BlackRock
134
BlackRock
New York
$2.08M +$174K +3,100 +9%
EWA
135
EP Wealth Advisors
California
$2.05M -$180K -3,208 -8%
SC
136
Slow Capital
California
$2.03M +$22.6K +404 +1%
CWM
137
Cahaba Wealth Management
Georgia
$1.98M +$13.2K +236 +0.7%
SWP
138
Stratos Wealth Partners
Ohio
$1.95M -$15.9K -284 -0.8%
IA
139
IFG Advisory
Georgia
$1.94M +$1.94M +34,700 New
PTC
140
Private Trust Company
Ohio
$1.89M +$23.1K +412 +1%
SEIA
141
Signature Estate & Investment Advisors
California
$1.82M +$59.3K +1,060 +3%
SCM
142
Stordahl Capital Management
Colorado
$1.82M -$52.2K -932 -3%
OWA
143
Outlook Wealth Advisors
Texas
$1.82M -$178K -3,184 -9%
AllianceBernstein
144
AllianceBernstein
Tennessee
$1.79M -$8.73K -156 -0.5%
SWM
145
Segment Wealth Management
Texas
$1.77M – – –
CCT
146
Country Club Trust
Missouri
$1.75M -$92.6K -1,664 -5%
V
147
Veritable
Delaware
$1.74M -$112K -2,000 -6%
AB
148
Atlas Brown
Kentucky
$1.64M -$9.63K -172 -0.6%
UR
149
USCA RIA
Texas
$1.6M -$3.97M -70,928 -71%
AWM
150
Avior Wealth Management
Nebraska
$1.59M +$83.2K +1,488 +6%
4 5
6
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