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

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.

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

Top Buyers

1
WSFS
1
Wilmington Savings Fund Society
Delaware
$22.7M
2
Bank of America
2
Bank of America
North Carolina
$193M
3
PFG
3
Piershale Financial Group
Illinois
$7.22M
4
1IA
4
1834 Investment Advisors
Wisconsin
$24.2M
5
Northern Trust
5
Northern Trust
Illinois
$46.3M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$715M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$167M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$50M
4
Ameriprise
4
Ameriprise
Minnesota
$55.5M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$17.4M
Name Market Value Shares Shares
Change 		Shares
Change %
VR
151
Viridian RIA
Washington
$1.53M 6,845 – –
EE
152
EWG Elevate
California
$1.53M 6,845 +6,845 New
OC
153
Oppenheimer & Co
New York
$1.53M 6,828 +289 +4%
AWM
154
Avior Wealth Management
Nebraska
$1.51M 6,733 +111 +2%
IA
155
IFG Advisory
Georgia
$1.46M 6,536 -43 -0.7%
AAS
156
Avantax Advisory Services
Texas
$1.41M 6,317 -2,318 -27%
CCM
157
CWH Capital Management
Washington
$1.37M 6,113 -1,184 -16%
CWM
158
Cahaba Wealth Management
Georgia
$1.36M 5,684 -374 -6%
NAM
159
NTV Asset Management
West Virginia
$1.34M 5,978 -2,568 -30%
APP
160
Avantax Planning Partners
Iowa
$1.32M 5,903 -671 -10%
AFC
161
AFT Forsyth & Company
Florida
$1.32M 5,897 – –
SFG
162
StrategIQ Financial Group
Indiana
$1.27M 5,649 +2,017 +56%
FNBT
163
FineMark National Bank & Trust
Florida
$1.26M 5,636 – –
EWA
164
EP Wealth Advisors
California
$1.26M 5,602 -2,248 -29%
OIA
165
OneDigital Investment Advisors
Kansas
$1.25M 5,580 -2,137 -28%
FCI
166
Financial Counselors Inc
Kansas
$1.23M 5,472 -147 -3%
BMCM
167
Bryn Mawr Capital Management
Pennsylvania
$1.21M 5,398 -421 -7%
TFF
168
The Family Firm
Maryland
$1.17M 5,234 +16 +0.3%
OCM
169
One Capital Management
California
$1.17M 5,219 +1,521 +41%
SBH
170
Segall Bryant & Hamill
Illinois
$1.13M 5,056 – –
HA
171
HYA Advisors
Missouri
$1.12M 4,994 +202 +4%
MA
172
MONECO Advisors
Connecticut
$1.11M 4,963 +80 +2%
DIA
173
Dana Investment Advisors
Wisconsin
$1.1M 4,894 -2,237 -31%
CAG
174
Crestwood Advisors Group
Massachusetts
$1.09M 4,867 -25 -0.5%
STA
175
Summit Trail Advisors
New York
$1.07M 4,778 – –
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