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iShares S&P Mid-Cap 400 Growth ETF

551 hedge funds and large institutions have $3.35B invested in iShares S&P Mid-Cap 400 Growth ETF in 2020 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 141 increasing their positions, 221 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
-65
Holders Change %
-10.55%
% of All Funds
12.17%
Holding in Top 10
18
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-28%
% of All Funds
0.4%
New
43
Increased
141
Reduced
221
Closed
103
Calls
$1.2M
Puts
$2.15M
Net Calls
-$953K
Net Calls Change
-$1.29M
Name Holding Trade Value Shares
Change
Shares
Change %
SA
176
Silversage Advisors
California
$918K -$829K -18,580 -47%
CAM
177
Congress Asset Management
Massachusetts
$912K +$593K +13,292 +186%
SBH
178
Segall Bryant & Hamill
Illinois
$902K
CAG
179
Crestwood Advisors Group
Massachusetts
$873K -$25.3K -568 -3%
MA
180
MONECO Advisors
Connecticut
$871K -$181K -4,056 -17%
HA
181
HYA Advisors
Missouri
$855K +$144K +3,232 +20%
STA
182
Summit Trail Advisors
New York
$853K +$853K +19,112 New
WP
183
WealthSource Partners
California
$852K -$1.48M -33,252 -64%
VC
184
Veracity Capital
Georgia
$840K -$149K -3,328 -15%
TIA
185
Tiemann Investment Advisors
California
$838K +$19.3K +432 +2%
ASN
186
Advisory Services Network
Georgia
$828K -$276K -6,196 -25%
WIC
187
Whitegate Investment Counselors
New Hampshire
$819K
CA
188
Clearstead Advisors
Ohio
$808K -$35.5K -796 -4%
GT
189
Glenmede Trust
Pennsylvania
$806K
NA
190
NewEdge Advisors
Louisiana
$797K -$3.57K -80 -0.4%
MCM
191
Makena Capital Management
California
$789K -$20.3K -456 -3%
FRA
192
Front Row Advisors
California
$766K
CAL
193
Capital Analysts LLC
Pennsylvania
$756K -$363K -8,144 -32%
Wolverine Trading
194
Wolverine Trading
Illinois
$754K +$754K +16,736 New
QCMC
195
Quantum Capital Management (California)
California
$743K +$20.5K +460 +3%
9WM
196
9258 Wealth Management
Ohio
$733K
GWM
197
Geneos Wealth Management
Colorado
$727K -$47.1K -1,080 -6%
FTIOP
198
Fiduciary Trust International of Pennsylvania
Pennsylvania
$717K +$717K +16,064 New
BWA
199
BDO Wealth Advisors
Florida
$716K -$188K -4,204 -21%
RJT
200
Raymond James Trust
Florida
$714K +$57.3K +1,284 +9%