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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
1
Churchill Management
California
$17.3M
2
SCM
2
Sandler Capital Management
New York
$14.8M
3
FI
3
FormulaFolio Investments
Michigan
$14M
4
LPL Financial
4
LPL Financial
California
$87M
5
KAS
5
Kestra Advisory Services
Texas
$14M

Top Sellers

1
CC
1
Courier Capital
New York
$17.7M
2
Wells Fargo
2
Wells Fargo
California
$880M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$152M
4
WIA
4
World Investment Advisors
California
$1.99M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
DBIA
151
Dumont & Blake Investment Advisors
New Jersey
$2.15M +$15.2K +211 +0.7%
PFP
152
Pinnacle Financial Partners
Tennessee
$2.14M – – –
RCAG
153
Rehmann Capital Advisory Group
Michigan
$2.14M +$1.08K +15 +0.1%
PFG
154
Pacific Financial Group
Washington
$2.1M +$268K +3,711 +15%
HF
155
HRT Financial
New York
$2.1M -$332K -4,592 -14%
MGIA
156
Moneta Group Investment Advisors
Missouri
$2.09M -$5.33M -73,835 -72%
QCM
157
Quest Capital Management
Texas
$2.08M -$11.3K -156 -0.5%
RB
158
Renasant Bank
Mississippi
$2.05M +$2.05M +28,428 New
HCM
159
HMS Capital Management
Tennessee
$2.05M +$217 +3 +0%
KFAA
160
Klaas Financial Asset Advisors
Illinois
$2.04M +$2.04M +28,188 New
SAG
161
Spotlight Asset Group
Illinois
$2.01M +$847K +11,728 +73%
WIA
162
World Investment Advisors
California
$1.99M -$23.8M -297,808 -92%
MWM
163
Mattern Wealth Management
Kansas
$1.99M +$682K +9,447 +52%
UWPG
164
Ullmann Wealth Partners Group
Florida
$1.99M -$108K -1,497 -5%
VR
165
Viridian RIA
Washington
$1.99M +$21.7K +300 +1%
IAIM
166
International Assets Investment Management
Florida
$1.99M -$216K -2,987 -10%
CIBC Private Wealth Group
167
CIBC Private Wealth Group
Georgia
$1.98M +$1.98M +27,443 New
SWP
168
Stratos Wealth Partners
Ohio
$1.98M -$2.46K -34 -0.1%
FCBT
169
First Citizens Bank & Trust
North Carolina
$1.95M -$177K -2,456 -8%
OWA
170
Outlook Wealth Advisors
Texas
$1.95M -$60.9K -843 -3%
AA
171
Alesco Advisors
New York
$1.93M -$28.9K -400 -1%
TPCW
172
TD Private Client Wealth
New York
$1.91M -$124K -1,722 -6%
AB
173
Atlas Brown
Kentucky
$1.91M -$17.8K -246 -0.9%
Citigroup
174
Citigroup
New York
$1.9M -$16.8K -233 -0.9%
OC
175
Oppenheimer & Co
New York
$1.89M -$140K -1,945 -7%
5 6
7
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