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iShares S&P Mid-Cap 400 Growth ETF

568 hedge funds and large institutions have $3.79B invested in iShares S&P Mid-Cap 400 Growth ETF in 2020 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 114 increasing their positions, 237 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
+17
Holders Change %
+3.09%
% of All Funds
11.68%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.41%
New
63
Increased
114
Reduced
237
Closed
42
Calls
$1.64M
Puts
$442K
Net Calls
+$1.19M
Net Calls Change
+$2.15M
Name Holding Trade Value Shares
Change
Shares
Change %
BlackRock
126
BlackRock
New York
$2.03M -$79.7K -1,424 -4%
FHC
127
First Heartland Consultants
Missouri
$2.02M +$1.34M +23,924 +196%
PTC
128
Private Trust Company
Ohio
$1.98M +$25.2K +448 +1%
AF
129
Advisornet Financial
Minnesota
$1.89M -$690K -12,316 -27%
HB
130
Homrich & Berg
Georgia
$1.84M -$90.1K -1,608 -5%
SEIA
131
Signature Estate & Investment Advisors
California
$1.8M -$262K -4,672 -13%
UB
132
UMB Bank
Missouri
$1.8M -$306K -5,472 -15%
Thrivent Financial for Lutherans
133
Thrivent Financial for Lutherans
Minnesota
$1.78M
IAIM
134
International Assets Investment Management
Florida
$1.78M +$40.6K +724 +2%
SWM
135
Segment Wealth Management
Texas
$1.78M
V
136
Veritable
Delaware
$1.74M
SCM
137
Stordahl Capital Management
Colorado
$1.68M -$39K -696 -2%
PFP
138
Pinnacle Financial Partners
Tennessee
$1.68M -$248K -4,428 -13%
SC
139
Slow Capital
California
$1.67M +$10.3K +184 +0.6%
RCAG
140
Rehmann Capital Advisory Group
Michigan
$1.67M -$438K -7,816 -21%
HCM
141
HMS Capital Management
Tennessee
$1.67M +$114K +2,032 +7%
OWA
142
Outlook Wealth Advisors
Texas
$1.66M -$56.4K -1,008 -3%
TPCW
143
TD Private Client Wealth
New York
$1.66M +$52.2K +932 +3%
AB
144
Atlas Brown
Kentucky
$1.64M -$6.95K -124 -0.4%
UWPG
145
Ullmann Wealth Partners Group
Florida
$1.63M -$381K -6,804 -19%
QCM
146
Quest Capital Management
Texas
$1.62M -$303K -5,408 -16%
SWP
147
Stratos Wealth Partners
Ohio
$1.62M -$10.5K -188 -0.6%
DBIA
148
Dumont & Blake Investment Advisors
New Jersey
$1.59M +$62.7K +1,120 +4%
AllianceBernstein
149
AllianceBernstein
Tennessee
$1.57M -$464K -8,288 -23%
AA
150
Alesco Advisors
New York
$1.55M