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

Top Sellers

1
CC
Courier Capital
New York
$17.7M
2
Wells Fargo
Wells Fargo
California
$880M
3
Financial Engines Advisors
Financial Engines Advisors
California
$152M
4
WIA
World Investment Advisors
California
$1.99M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSW
126
Smith Shellnut Wilson
Mississippi
$3.49M +$2.63M +36,400 +307%
Citadel Advisors
127
Citadel Advisors
Florida
$3.48M -$3.38M -46,838 -49%
FHC
128
First Heartland Consultants
Missouri
$3.43M -$37.6K -521 -1%
CAM
129
Cresset Asset Management
Illinois
$3.36M +$1.66K +23 +0%
NCM
130
Neumann Capital Management
California
$3.35M -$14.4K -200 -0.4%
HW
131
Hancock Whitney
Mississippi
$3.29M -$1.09M -15,052 -25%
APA
132
American Portfolios Advisors
New York
$3.22M +$1.2M +16,563 +59%
First Trust Advisors
133
First Trust Advisors
Illinois
$3.19M -$417K -5,776 -12%
MWM
134
Meridian Wealth Management
Kentucky
$3.08M +$2.33M +32,243 +310%
NFG
135
NewFocus Financial Group
Washington
$3.01M -$14.4K -200 -0.5%
WFA
136
Wellspring Financial Advisors
Ohio
$2.85M -$40.5K -561 -1%
AAS
137
Avantax Advisory Services
Texas
$2.77M -$5.11M -70,777 -65%
NNP
138
Nachman Norwood & Parrott
South Carolina
$2.7M -$75.8K -1,049 -3%
SEIA
139
Signature Estate & Investment Advisors
California
$2.49M +$2.6K +36 +0.1%
CB
140
Commerce Bank
Missouri
$2.42M -$157K -2,175 -6%
PTC
141
Private Trust Company
Ohio
$2.41M +$7.08K +98 +0.3%
HB
142
Homrich & Berg
Georgia
$2.37M – – –
SSB
143
Sandy Spring Bank
Maryland
$2.36M -$46.1K -638 -2%
DWA
144
Dorsey Wright & Associates
California
$2.33M -$289K -4,006 -11%
SCM
145
Stordahl Capital Management
Colorado
$2.32M +$155K +2,148 +7%
SWM
146
Segment Wealth Management
Texas
$2.29M – – –
APA
147
Allegiant Private Advisors
Florida
$2.26M +$2.26M +31,267 New
KM
148
Kalos Management
Georgia
$2.25M -$8.07M -111,734 -78%
V
149
Veritable
Delaware
$2.24M – – –
SC
150
Slow Capital
California
$2.17M -$32.7K -453 -1%
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