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iShares S&P Mid-Cap 400 Growth ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
ASN
176
Advisory Services Network
Georgia
$1.17M
OC
177
Oppenheimer & Co
New York
$1.15M +$319K +5,700 +38%
WIC
178
Whitegate Investment Counselors
New Hampshire
$1.15M
CAG
179
Crestwood Advisors Group
Massachusetts
$1.14M -$33.6K -600 -3%
SBH
180
Segall Bryant & Hamill
Illinois
$1.13M
TIA
181
Tiemann Investment Advisors
California
$1.13M -$13.4K -240 -1%
VDFA
182
Vickerman & Driscoll Financial Advisors
Washington
$1.08M -$10.1K -180 -0.9%
DP
183
Dearborn Partners
Illinois
$1.08M +$52.2K +932 +5%
CA
184
Clearstead Advisors
Ohio
$1.06M -$168K -3,000 -14%
PCG
185
Private Capital Group
Connecticut
$1.05M +$184K +3,288 +21%
FTIOP
186
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.05M
BEI
187
Benjamin Edwards Inc
Missouri
$1.05M +$135K +2,412 +15%
NA
188
NewEdge Advisors
Louisiana
$1M +$1M +17,876 New
GWM
189
Geneos Wealth Management
Colorado
$994K +$8.67K +156 +0.9%
RhumbLine Advisers
190
RhumbLine Advisers
Massachusetts
$985K +$985K +17,604 New
WC
191
Whitnell & Co
Illinois
$983K -$118K -2,100 -11%
AWM
192
AE Wealth Management
Kansas
$975K +$702K +12,540 +257%
SG
193
StoneX Group
New York
$971K -$190K -3,392 -16%
CPA
194
Capital Planning Advisors
California
$966K -$132K -2,352 -12%
LFAS
195
Level Four Advisory Services
Texas
$955K -$59.1K -1,056 -6%
CHA
196
Carmichael Hill & Associates
Maryland
$937K -$3.81K -68 -0.4%
EIP
197
Ellis Investment Partners
Pennsylvania
$926K -$7.7K -140 -0.8%
UBS AM
198
UBS AM
Illinois
$914K -$11K -196 -1%
QCMC
199
Quantum Capital Management (California)
California
$907K -$4.48K -80 -0.5%
HCIA
200
Hochman Cole Investment Advisors
Illinois
$900K -$119K -2,132 -12%