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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 %
CAL
176
Capital Analysts LLC
Pennsylvania
$1.49M -$12.6K -212 -0.8%
ASN
177
Advisory Services Network
Georgia
$1.47M +$240K +4,028 +19%
FCI
178
Financial Counselors Inc
Kansas
$1.47M +$187K +3,136 +15%
AFC
179
AFT Forsyth & Company
Florida
$1.45M -$3.57K -60 -0.2%
MA
180
MONECO Advisors
Connecticut
$1.44M -$103K -1,692 -7%
FNBT
181
FineMark National Bank & Trust
Florida
$1.34M – – –
VC
182
Veracity Capital
Georgia
$1.32M +$1.32M +22,148 New
PA
183
PFG Advisors
Arizona
$1.31M -$73.3K -1,232 -5%
PFG
184
Pacific Financial Group
Washington
$1.3M -$34.3K -576 -3%
SI
185
Stephens Inc
Arkansas
$1.24M -$15.5K -260 -1%
TFF
186
The Family Firm
Maryland
$1.24M -$56.4K -948 -4%
BWA
187
BDO Wealth Advisors
Florida
$1.21M -$260K -4,376 -18%
SBH
188
Segall Bryant & Hamill
Illinois
$1.2M – – –
CAG
189
Crestwood Advisors Group
Massachusetts
$1.2M -$13.8K -232 -1%
MWM
190
Mattern Wealth Management
Kansas
$1.17M +$1.17M +19,632 New
GRP
191
Global Retirement Partners
California
$1.16M -$158K -2,660 -12%
CA
192
Clearstead Advisors
Ohio
$1.13M +$952 +16 +0.1%
VDFA
193
Vickerman & Driscoll Financial Advisors
Washington
$1.12M -$21.4K -360 -2%
WC
194
Whitnell & Co
Illinois
$1.11M +$66.2K +1,112 +6%
WIC
195
Whitegate Investment Counselors
New Hampshire
$1.09M -$125K -2,108 -10%
TIA
196
Tiemann Investment Advisors
California
$1.09M -$112K -1,888 -9%
TW
197
Transform Wealth
Colorado
$1.09M +$173K +2,908 +19%
MCM
198
Makena Capital Management
California
$1.08M +$1.08M +18,148 New
NA
199
NewEdge Advisors
Louisiana
$1.07M +$4.05K +68 +0.4%
GWM
200
Geneos Wealth Management
Colorado
$1.06M -$8.34K -140 -0.8%
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