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

616 hedge funds and large institutions have $4.78B invested in iShares S&P Mid-Cap 400 Growth ETF in 2019 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 155 increasing their positions, 199 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
616
Holders Change
+89
Holders Change %
+16.89%
% of All Funds
12.16%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.49%
New
123
Increased
155
Reduced
199
Closed
28
Calls
$334K
Puts
–
Net Calls
+$334K
Net Calls Change
+$339K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$40.3M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$32.4M
3
WIA
World Investment Advisors
California
+$14.9M
4
Bank of America
Bank of America
North Carolina
+$5.73M
5
Truist Financial
Truist Financial
North Carolina
+$3.41M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$58.8M
2
BFEC
Benjamin F. Edwards & Company
Missouri
-$22.9M
3
Wells Fargo
Wells Fargo
California
-$19.7M
4
LPL Financial
LPL Financial
California
-$19.5M
5
SCM
Sandler Capital Management
New York
-$18.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
151
Tower Research Capital (TRC)
New York
$1.87M -$821K -13,788 -31%
V
152
Veritable
Delaware
$1.85M – – –
SS
153
Simplicity Solutions
Minnesota
$1.82M +$986K +16,556 +118%
SWP
154
Stratos Wealth Partners
Ohio
$1.8M -$273K -4,592 -13%
CCT
155
Country Club Trust
Missouri
$1.77M -$103K -1,732 -6%
TPCW
156
TD Private Client Wealth
New York
$1.77M +$1.77M +29,696 New
AB
157
Atlas Brown
Kentucky
$1.74M -$7.15K -120 -0.4%
CCM
158
CWH Capital Management
Washington
$1.7M +$46K +772 +3%
UR
159
USCA RIA
Texas
$1.69M -$12.6K -212 -0.7%
GC
160
Guggenheim Capital
Illinois
$1.69M +$1.69M +28,400 New
AWM
161
Avior Wealth Management
Nebraska
$1.68M -$16.7K -280 -1%
APP
162
Avantax Planning Partners
Iowa
$1.67M – – –
DBIA
163
Dumont & Blake Investment Advisors
New Jersey
$1.66M +$27.4K +460 +2%
IAA
164
Independent Advisor Alliance
North Carolina
$1.65M +$1.65M +27,768 New
CG
165
Colony Group
Massachusetts
$1.65M +$123K +2,064 +8%
HCM
166
HMS Capital Management
Tennessee
$1.64M -$1.43M -23,972 -46%
AA
167
Alesco Advisors
New York
$1.64M – – –
BMCM
168
Bryn Mawr Capital Management
Pennsylvania
$1.63M -$1.43K -24 -0.1%
VR
169
Viridian RIA
Washington
$1.63M – – –
TCM
170
Telos Capital Management
California
$1.61M -$16.4K -276 -1%
OC
171
Oppenheimer & Co
New York
$1.59M +$367K +6,164 +30%
HB
172
Homrich & Berg
Georgia
$1.59M -$5.95K -100 -0.4%
CJA
173
C-J Advisory
California
$1.57M +$2.14K +36 +0.1%
LFAS
174
Level Four Advisory Services
Texas
$1.54M -$26.8K -292 -2%
SS
175
Sunbelt Securities
Texas
$1.53M +$174K +6,740 +13%
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