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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 %
APP
151
Avantax Planning Partners
Iowa
$1.57M -$26.9K -480 -2%
CCM
152
CWH Capital Management
Washington
$1.56M +$7.84K +140 +0.5%
AA
153
Alesco Advisors
New York
$1.55M -$31.3K -560 -2%
DBIA
154
Dumont & Blake Investment Advisors
New Jersey
$1.54M +$82.8K +1,480 +6%
BMCM
155
Bryn Mawr Capital Management
Pennsylvania
$1.54M -$15.2K -272 -1%
VR
156
Viridian RIA
Washington
$1.53M – – –
TCM
157
Telos Capital Management
California
$1.53M +$672 +12 +0%
HB
158
Homrich & Berg
Georgia
$1.5M -$29.1K -520 -2%
BTS
159
BB&T Securities
Virginia
$1.48M -$348K -6,208 -19%
CJA
160
C-J Advisory
California
$1.47M -$2.01K -36 -0.1%
PFP
161
Pinnacle Financial Partners
Tennessee
$1.45M -$497K -8,872 -26%
CG
162
Colony Group
Massachusetts
$1.44M -$4.7K -84 -0.3%
CAL
163
Capital Analysts LLC
Pennsylvania
$1.42M -$565K -10,100 -29%
MA
164
MONECO Advisors
Connecticut
$1.42M -$81.5K -1,456 -5%
STA
165
Summit Trail Advisors
New York
$1.41M +$1.41M +25,200 New
BWA
166
BDO Wealth Advisors
Florida
$1.38M -$313K -5,584 -18%
AFC
167
AFT Forsyth & Company
Florida
$1.36M – – –
PFG
168
Pacific Financial Group
Washington
$1.27M +$43.2K +764 +4%
PA
169
PFG Advisors
Arizona
$1.27M -$14.4K -264 -1%
FNBT
170
FineMark National Bank & Trust
Florida
$1.26M -$57.8K -1,032 -4%
SG
171
Somerset Group
Minnesota
$1.25M -$85.1K -1,520 -6%
GRP
172
Global Retirement Partners
California
$1.24M +$921K +16,444 +289%
TFF
173
The Family Firm
Maryland
$1.22M -$276K -4,932 -18%
FCI
174
Financial Counselors Inc
Kansas
$1.2M +$78.4K +1,400 +7%
SI
175
Stephens Inc
Arkansas
$1.18M -$191K -3,420 -14%
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