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iShares S&P Mid-Cap 400 Growth ETF

568 hedge funds and large institutions have $3.79B invested in iShares S&P Mid-Cap 400 Growth ETF in 2020 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 114 increasing their positions, 237 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
+17
Holders Change %
+3.09%
% of All Funds
11.68%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.41%
New
63
Increased
114
Reduced
237
Closed
42
Calls
$1.64M
Puts
$442K
Net Calls
+$1.19M
Net Calls Change
+$2.15M
Name Holding Trade Value Shares
Change
Shares
Change %
APA
176
American Portfolios Advisors
New York
$1.06M +$430K +7,672 +68%
Franklin Resources
177
Franklin Resources
California
$1.04M +$1.04M +17,628 New
TIA
178
Tiemann Investment Advisors
California
$1.04M -$15.2K -272 -1%
RWA
179
River Wealth Advisors
Pennsylvania
$1.03M +$702K +12,532 +211%
SI
180
Stephens Inc
Arkansas
$1.03M -$127K -2,260 -11%
TCOV
181
Trust Company of Vermont
Vermont
$1.02M +$127K +2,272 +14%
PFG
182
Pacific Financial Group
Washington
$998K
CA
183
Clearstead Advisors
Ohio
$989K -$26K -464 -3%
ASN
184
Advisory Services Network
Georgia
$976K -$63.2K -1,128 -6%
LWA
185
LWS Wealth Advisors
New Jersey
$960K -$328K -5,852 -25%
MCM
186
Makena Capital Management
California
$958K -$32.9K -588 -3%
EIP
187
Ellis Investment Partners
Pennsylvania
$939K +$896 +16 +0.1%
RJT
188
Raymond James Trust
Florida
$927K +$30.7K +548 +3%
VC
189
Veracity Capital
Georgia
$918K -$136K -2,436 -13%
CG
190
Colony Group
Massachusetts
$914K -$400K -7,152 -30%
NA
191
NewEdge Advisors
Louisiana
$895K -$106K -1,892 -11%
HCIA
192
Hochman Cole Investment Advisors
Illinois
$886K
CHA
193
Carmichael Hill & Associates
Maryland
$881K
AIP
194
Ameritas Investment Partners
Nebraska
$877K
QCMC
195
Quantum Capital Management (California)
California
$867K -$66.1K -1,180 -7%
HA
196
Harborview Advisors
Maine
$851K +$30.5K +544 +4%
EDRIA
197
Edmonds Duncan Registered Investment Advisors
Kansas
$848K -$896 -16 -0.1%
GL
198
Graypoint LLC
New York
$845K -$26K -464 -3%
FRA
199
Front Row Advisors
California
$845K +$1.57K +28 +0.2%
WWM
200
Windsor Wealth Management
Indiana
$839K +$3.36K +60 +0.4%