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iShares S&P Mid-Cap 400 Growth ETF

583 hedge funds and large institutions have $4.1B invested in iShares S&P Mid-Cap 400 Growth ETF in 2020 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 154 increasing their positions, 207 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
583
Holders Change
+15
Holders Change %
+2.64%
% of All Funds
11.79%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.47%
New
63
Increased
154
Reduced
207
Closed
43
Calls
$5.02M
Puts
$287K
Net Calls
+$4.74M
Net Calls Change
+$3.54M
Name Holding Trade Value Shares
Change
Shares
Change %
HCM
151
HMS Capital Management
Tennessee
$1.69M -$83.7K -1,400 -5%
TPCW
152
TD Private Client Wealth
New York
$1.69M -$84.4K -1,412 -5%
APA
153
American Portfolios Advisors
New York
$1.68M +$542K +9,072 +48%
OC
154
Oppenheimer & Co
New York
$1.68M +$43.8K +732 +3%
OWA
155
Outlook Wealth Advisors
Texas
$1.67M -$110K -1,836 -6%
SWP
156
Stratos Wealth Partners
Ohio
$1.64M -$83.7K -1,400 -5%
VR
157
Viridian RIA
Washington
$1.63M -$9.57K -160 -0.6%
AA
158
Alesco Advisors
New York
$1.62M -$29.9K -500 -2%
AB
159
Atlas Brown
Kentucky
$1.6M -$153K -2,564 -9%
Citigroup
160
Citigroup
New York
$1.59M -$1.53M -25,504 -49%
JWCA
161
J.W. Cole Advisors
Florida
$1.57M +$1.57M +26,268 New
MGIA
162
Moneta Group Investment Advisors
Missouri
$1.54M +$1.35M +90,104 +709%
PFG
163
Pacific Financial Group
Washington
$1.52M +$182K +3,040 +14%
AWM
164
Avior Wealth Management
Nebraska
$1.51M -$97.5K -1,632 -6%
STA
165
Summit Trail Advisors
New York
$1.5M +$1.18M +72,312 +378%
SI
166
Stephens Inc
Arkansas
$1.47M +$375K +6,268 +34%
PFA
167
Pinnacle Family Advisors
Missouri
$1.47M +$1.47M +24,556 New
RWA
168
River Wealth Advisors
Pennsylvania
$1.41M +$304K +5,080 +28%
NAM
169
NTV Asset Management
West Virginia
$1.36M -$70.1K -1,172 -5%
FCI
170
Financial Counselors Inc
Kansas
$1.36M +$51.2K +856 +4%
SMG
171
Smart Money Group
Texas
$1.33M +$1.33M +22,240 New
AFC
172
AFT Forsyth & Company
Florida
$1.32M -$92.1K -1,540 -7%
SFG
173
StrategIQ Financial Group
Indiana
$1.32M -$33.5K -560 -2%
FNBT
174
FineMark National Bank & Trust
Florida
$1.32M -$32.1K -536 -2%
APP
175
Avantax Planning Partners
Iowa
$1.32M -$96.9K -1,620 -7%