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

551 hedge funds and large institutions have $3.35B invested in iShares S&P Mid-Cap 400 Growth ETF in 2020 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 141 increasing their positions, 221 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
-65
Holders Change %
-10.55%
% of All Funds
12.17%
Holding in Top 10
18
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-28%
% of All Funds
0.4%
New
43
Increased
141
Reduced
221
Closed
103
Calls
$1.2M
Puts
$2.15M
Net Calls
-$953K
Net Calls Change
-$1.29M

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$57M
2
Morgan Stanley
Morgan Stanley
New York
+$40M
3
HC
HNP Capital
New York
+$12.2M
4
SS
Sunbelt Securities
Texas
+$11.8M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$11.5M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$184M
2
Stifel Financial
Stifel Financial
Missouri
-$30.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$27.8M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$23.7M
5
Bank of America
Bank of America
North Carolina
-$21.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFA
126
Wellspring Financial Advisors
Ohio
$1.79M +$1.79M +40,104 New
Thrivent Financial for Lutherans
127
Thrivent Financial for Lutherans
Minnesota
$1.78M +$43.9K +984 +3%
BlackRock
128
BlackRock
New York
$1.68M -$35.7K -800 -2%
RCAG
129
Rehmann Capital Advisory Group
Michigan
$1.68M +$1.68M +37,556 New
UB
130
UMB Bank
Missouri
$1.68M -$104K -2,336 -6%
SEIA
131
Signature Estate & Investment Advisors
California
$1.65M +$92.5K +2,072 +6%
AllianceBernstein
132
AllianceBernstein
Tennessee
$1.62M +$197K +4,404 +14%
UWPG
133
Ullmann Wealth Partners Group
Florida
$1.6M +$39.3K +880 +3%
TI
134
Trexquant Investment
Connecticut
$1.58M +$1.58M +35,480 New
PTC
135
Private Trust Company
Ohio
$1.55M +$17.7K +396 +1%
AAS
136
Avantax Advisory Services
Texas
$1.54M -$819K -18,376 -35%
HB
137
Homrich & Berg
Georgia
$1.54M +$343K +7,684 +29%
PFP
138
Pinnacle Financial Partners
Tennessee
$1.53M +$19.8K +444 +1%
QCM
139
Quest Capital Management
Texas
$1.53M -$3.31M -74,224 -68%
NAM
140
NTV Asset Management
West Virginia
$1.53M -$161K -3,600 -10%
CB
141
Commerce Bank
Missouri
$1.51M +$39.4K +884 +3%
SWM
142
Segment Wealth Management
Texas
$1.41M – – –
EWA
143
EP Wealth Advisors
California
$1.4M -$605K -13,564 -30%
IAIM
144
International Assets Investment Management
Florida
$1.39M +$1.39M +31,128 New
V
145
Veritable
Delaware
$1.39M – – –
OIA
146
OneDigital Investment Advisors
Kansas
$1.38M +$1.02M +22,784 +282%
OWA
147
Outlook Wealth Advisors
Texas
$1.37M -$80K -1,792 -6%
CCT
148
Country Club Trust
Missouri
$1.33M -$8.11K -180 -0.6%
SC
149
Slow Capital
California
$1.32M -$308K -6,904 -19%
AB
150
Atlas Brown
Kentucky
$1.31M +$5.53K +124 +0.4%
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